Asset Optimization

Tax Diversification

Strategies for tax-free retirement income, wealth transfer, family protection & business succession

Danny Gallant - Family Beach Vacation

Multi-faceted financial planning

I help you tailor a financial planning solution that leverages cash value permanent life insurance to cover many bases

Predictable Rate of Return

Strategic indexing providing compound interest and a predictable rate of growth

Safety of Principal & Gains

Downside protection providing growth when the market is up without risk of loss when it’s down

Liquidity

Access cash at any age for emergencies, business opportunities, or retirement income

Wealth Transfer

Tax-free transfer of wealth to designated beneficiaries

Hedge Against Rising Taxes

Tax-free source of retirement income hedges against higher income tax in the future

Business Succession

Strategic Key Person & Buy-Sell Agreement funding with benefit of growing asset

About Me

I live in Kennebunk, Maine with my wife, our 3 dogs and 1 cat. I’m a member of the Kennebunkport Rotary Club and the Kennebunk-Kennebunkport-Arundel Chamber of Commerce. I hold a bachelor’s degree in business administration with an MIS major from Moncton University in New Brunswick, Canada.

How I Got Here

I’ve been a life insurance broker since 2017. I am licensed in all 50 states and I’ve helped hundreds of clients protect their families, their businesses and plan for retirement.

Once I understood the often-overlooked power of life insurance as a financial planning tool, I made it my focus to help my clients build wealth and tax-free retirement income.

My process is straightforward and always low pressure. No AI, no chatbots, no endless spam emails.

Just old fashioned customer service.

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Schedule a call

Schedule a time to discuss a strategy that meets your goals