Insurance & Wealth Development

Protection with a purpose

What will Happen to your family If you don't wake up tomorrow?

Gray Matter Financial makes sure your family is protected no matter what happens Using Traditional Life Insurance or Wealth Development Tools Like IULs, Annuities, or Infinite Banking Policies. We do whatever it takes to find the correct life insurance solution for you and your family and safeguard your finances for years to come!

Get A Free Life Insurance Quote Now!

Why Work with Gray Matter Financial:

  • We are an Independent Agency providing budget friendly rates from 30+ "A" rated life insurance Carriers

    • Whole -Life, Term-Life, Mortgage Protection, Final Expense, IULs and More...

Receive an Instant Quote and Easily apply with ethos!

Want to Discover the perfect life insurance solution from all our carriers?

Speak to one of our Licensed Advisors now!

Wealth Development

Indexed Universal Life (IUL):

  • Life insurance with a death benefit to protect your family.

  • Death Benefit can increase over time.

  • Accrues Cash Value based on stock market indexes.

  • Downside Protection": Unlike stocks Cash Value will never decrease.

  • Cash Value can be use for loans, premium payments or fund retirement

Infinite Banking

  • Properly designed dividend-paying Whole Life Insurance Policy

  • Guaranteed access to cash value

  • Much Higher Interest Rate on Cash Value than Traditional Savings

  • Provides Death Benefit for Loved ones Greater than Cash Value

  • Cash Value can be use for loans, premium payments or fund retirement

Annuities

  • Secure wealth accumulation guaranteed not to lose money

  • Can be defined interest rate or Indexed with greater growth potential.

  • Interest earned is tax deferred.

  • Cash Disbursements at retirement.

  • Transfer Wealth tax and probate free to beneficiaries.

Schedule a call to find the best solution for your unique situation.

Copyright © 2023 Gray Matter Financial - All Rights Reserved.