Creators are accumulating wealth
Creators are individuals, families or business owners building or accumulating wealth for personal future endeavors. For example:
BUSINESS OWNERS/EXECUTIVES
You are the CFO of a small business that opened 10 years ago. Recently, your business has expanded and you had to hire more key employees. You would like to look at options on employee retention through employer-sponsored retirement plans and employee life insurance.
INDIVIDUALS/FAMILIES
Your family is growing and so is your career. The job is going well, you’re making a good income and you realize there are some things coming soon that you need to plan for: college for your children, retirement, and maybe that memorable anniversary trip.
