I am a dreamer because I sincerely believe in the power of dreams. Pursuing my own dream made me a successful entrepreneur in the first place. I believe that a man or a woman does not die when he or she leaves this earth— they die the day they stop dreaming and stop pursuing their God-given purpose. It was the dream inside of my heart that kept me pushing forward as an entrepreneur while outside forces told me to quit. One must never stop dreaming.
Capital Wealth Advisors is an annuity and insurance firm founded to help everyday families leave extraordinary legacies. We specialize in insurance and annuity products designed to build, maintain, and transfer wealth to the next generation and, ultimately, to generations yet to be born.
Our ideal client at Capital Wealth Advisors benefits from one of our two types of investment strategies. The first specializes in annuities and index universal life products designed to help families grow their wealth in a safe, protected, and high growth insurance or annuity system without the risk of stock market investing. These clients are usually between the ages of 55-75 and want to assure both protection and growth of their nest egg at decent interest rates. Our second type of investment strategy is geared towards our younger families, typically between the ages of 35-55. They are married, have children, and are homeowners looking to add financial protection and replacement systems in case of an untimely death. These clients usually come to us worried because they do not quite have the wealth accumulation required to maintain their assets if one spouse or both passes away prematurely. Therefore, they come to Capital Wealth Advisors seeking life insurance that will pay off their mortgage and replace their income if they were to pass away.
My top tip for success would be the Capital Wealth Advisors "3D formula" for success. We teach our advisors to be Dedicated, to be Disciplined, and most importantly, to never be afraid to be Different. These are the “3D” attributes that have made me the man that I am today.
357 S McCaslin Blvd, Louisville CO 80027 | +1-877-475-6300