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Our Team


Jose Rivera

I'm passionate about this profession, because we have tools that are necessary when planning for life, that are statistically underutilized. The goal is to make this type of information simple and transparent, as well as show people how to properly build a safety net.


  • AIG

  • Americo

  • Ethos

  • Foresters Financial

  • Lincoln Financial Group

  • Protective

  • Transamerica

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