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+ 3 Exclusive Bonuses (Valued at $2,321)
**Special Offer For A Limited Time Only**
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BONUS #1 (VALUE $997)
Coverage Needs Calculator
+ Implementation Guide
Get a simple, advisor-built worksheet to calculate the right protection amount based on income, liabilities, dependents, and business needs—plus a step-by-step guide to implement without overwhelm.
BONUS #2 (VALUE $697)
Tax-Efficient Policy Structures
Mini-Pack
Learn when to consider Term vs. Whole Life vs. Universal Life, how corporately owned policies work, and key tax implications for entrepreneurs and high-income professionals.
BONUS #3 (VALUE $627)
Legacy & Beneficiary Planning
Checklist
Ensure your beneficiaries, ownership, and estate instructions are set correctly to avoid delays, tax surprises, and probate issues.
In your complementary session, you’ll walk away with:
- Financial insurance literacy and practical next steps tailored to your situation.
- A clear understanding of how much coverage you genuinely need.
- Confidence and peace of mind from a plan that fits your family, business and goals .
On this 30-minute life insurance strategy session (valued at $741)
- You’ll speak 1:1 with Mauro about your goals, dependents, liabilities, and business structure.
- We’ll assess your protection gap, compare leading policy options—including participating policies aligned to your objectives—and map a clear, tax-aware plan for coverage and wealth transfer.
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