We don't charge fees on our many meetings (finding out what are your goals). We receive commission from the insurance companies after we found a solution/solutions together.
We are called independent agents, not captured agents, so we can find products from any companies. American Equity, Athene, Mass Mutual, Nationwide, North American, F & G, Sentinel... and many more.
Many contracts have built-in beneficiary destinations. Ex: IRA, life insurance, 401k... etc. Many financial institutes such as banks, brokerages... have TOD, POD forms for the account holders to transfer asset after the death of account holders. Therefore, you are fully in control.
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