AM Financial

Quick Life Update // Big Announcements

Hey everyone!

As I’m still early in my career, I rely heavily on referrals, and I truly appreciate each and every one of you who has supported me so far. While I continue working on my advertising and website design, my mission remains the same: to share the incredible living benefits with as many people as possible.

Did you know that only 52% of Americans have a life insurance policy? And out of those, 90% don’t even have policies that offer living benefits. That’s where I come in—helping you make informed choices and ensuring you have the protection you deserve.

Big things are coming with a new website, automated appt scheduling, and finally I am studying to get my Property & casualty licenses so I can write home, auto, and commercial policies as well. I’m excited to continue growing and helping others! One step at a time. Stay tuned! 🚀✨

Bank-Owned Life Insurance (BOLI) is a form of life insurance that banks purchase where the bank is both the owner and beneficiary of the policy. This financial tool is commonly used to offset employee benefit costs and as a tax-efficient investment.

As of September 30, 2024, approximately 80% of banks with assets between $500 million and $10 billion hold BOLI policies, totaling $205.7 billion in cash surrender value across all reporting banks.

Here is a list of some banks with significant life insurance assets:

Do you want to learn how to put your HARD EARNED MONEY into the same accounts the banks use?!

Send me a message to learn more!

Hey guys!

I am testing a new intake form for prospecting clients and would love to see how it works in action!

If you could please take 1-2 mins to fill out this form I would greatly appreciate it.

https://api.leadconnectorhq.com/widget/form/L959T56RRjLk25JpKVAW

Thank you,

api.leadconnectorhq.com

Huge thanks to my mentors for teaching me how to become a successful agent in the industry! This is only the beginning.

🌟 Big cheers for our very own , CLAYTON MONTGOMERY! 🎉 We're THRILLED to announce his well-deserved promotion to Senior Associate! 🏅 His unwavering dedication and hard work under the expert guidance of Senior Field Director Brandon Royce have truly paid off. 🚀

Clayton, your journey is just starting, and the sky's the limit! With your passion and ambition, we have no doubt you'll soar to new heights. 📈

Keep reaching for those stars, team! Let’s keep the momentum going and make 2025 our year of ! 💼📊

Well done! Welcome to your new role – we can’t wait to see all your future accomplishments! 🥳👏

Schedule a call with me today to learn more!

Today was a big day! I was able to help a client get in a better financial position with living benefits. Protection from terminal, chronic illness, critical injury/illness and the new alzheimer’s rider! In the event any of these happened the client would be able to access up to 80% of the benefit amount while still living. All of this while still growing cash value accumulation. It is truly a blessing to be able to help people be in a better position than they were yesterday.

that you don’t have to die to use is game changing.

Take a moment to listen to Eric's story...This is why I am dedicating my career to this industry.

A Larger Purpose - Eric's Living Benefits Story What does peace of mind look like? See how life insurance with living benefits provided Eric and his family with peace of mind during a health crisis.

Does your Life Insurance policy provide Living Benefits?

The kind of Life Insurance you don't have to die to use?

Most policies I run into is where people have to pass to receive their benefits.

What if you were able to receive up to 80% of your Death Benefit after 30 days of having the policy issued? Be prepared for obstacles in life by using other peoples money in a time in need.

Call me today to book an appointment and learn more!

Life insurance isn’t just for when life ends; it’s a vital resource while you’re still living! Did you know you can access your coverage during your lifetime, allowing you to utilize funds for emergencies, medical expenses, or even to enhance your retirement.

This flexibility means you can enjoy peace of mind knowing you’re covered and can tap into your policy when needed. More than protection, it’s an asset that supports your life goals. Choose AM Financial to ensure security for you and your loved ones today and tomorrow!

Send a message to learn more

This weekend I drove down to Houston, Tx to attend the Ignite 2025 Premier Financial Alliance Convention. This new partnership has allowed me to expand my knowledge in the life insurance industry as well as learn the proprietary products they offer their agents to provide for their clients. There are so many things I am eager to share! If you would like an early glimpse of what we talked about then message me to schedule a call.