Our approach is simple, SERVE THE CLIENT. It seems redundant, but good business goes a long way.

Our firm is rooted in traditional practices that echoe the way our grandfather's did business:

-Diligence to Detail

-Clear and Transparent Expectations

-Direct Communication

-Compassion for who WE PROTECT

When is it the right time?...

Retirement planning should be a natural progression from accumulation to risk management. You worked hard for what you have and you should not let overt tax burdens or a volatile market reduce what is rightfully yours.

There is never a right time to start anything. In fact, time merely exists independent of our readiness. If you harness the momentum you are building so that it pays properly when you need it most, your retirement can be the stuff dreams are made of.

Seriously...

The first step is to book a

complimentary financial review with one of our freedom givers (agents).

This step is legally required before any insurance agent writes any business.

To book now,

👇🏽CLICK HERE!

BOOK NOW

THE 411

In short, we sell life insurance and annuity products. To a layman, it is code word for boring, grown-folk talk. We get that. To us, though, it is code word for, FREEDOM.

Our agents are in the middle of inheriting a transfer of control unseen in our culture.

As the boomers all retire, someone has to step in to sell insurance, specifically. Most of our agents are aware that there are big shoes to fill. We take honor in now helping the once "greatest generation", retire.

Yet, try as we might, life insurance and annuities are not the flashy headline. We are more like the hidden, inside column of the money section. You know, that place only financial professionals or grown folk would look.

Nevertheless, what we lack in curb appeal, we make up for in the details. If structured properly, life insurance and annuity products can add layers to your wealth building strategy, and even become a staple in your retirement planning.

LIFE INSURANCE AND ANNUITIES

ARE PART OF THE STRATEGY FOR

HOW THE RICH STAY RICH...

Being the honest financial professionals that we are, it would only make sense to share that strategy, and others like it, with our clients. That is why we created our firm; that is why our agents got in to the game, FREEDOM GIVING.

We love our own freedom so much we made it our company mission:

To help, guide, and assist any and all clientele who wishes to implement financial-freedom strategies into their estate and life planning, for the overall goal of creating prosperity and protection for their family, and leaving a lasting legacy.

CHECK OUT OUR BLOG FOR MORE!

FAQ's

What is life insurance, and how does it work?

Essentially, it is insurance for one's totality of life; a way to manage the risk of death. The point of life insurance is to ensure that final expenses and then-current capital needs are met upon the passing of the Insured. Used with an overarching strategy, life insurance is an important part for any life/estate planning.

How long does a typical financial review last?

The duration of most financial reviews is typically 45-60min. In this complimentary service, your agent will assess your portfolio qualities. From there they will be able to make sound recommendations based upon your goals.

What makes, ESRM, different from other insurance firms?

ESRM, is a freedom based insurance firm. If we are being honest, life insurance and annuity products are dime a dozen. Most agents and firms have access to most of the top tier products. However, for us, it is more about the end result. We work best with clients who wish to utilize life insurance and annuity products to achieve a desired lifestyle. We support that mindset of prosperity and look forward to the days when we all have found the freedom we deserve.