Protect Your Family's Financial Future with Expert Estate Planning and Survivor Protection 

Secure Your Assets and Ensure a Smooth Transition to Loved Ones with Customized Financial Solutions 

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Our Trusted Partner

Unlock High-Profit Opportunities by Reselling Proven Estate and Survivor Protection Services for Your Clients' Future

• Access comprehensive estate planning tools for
individual and family needs.

• Provide customized survivor protection strategies
for seamless financial transitions.

• Leverage our industry-leading expertise to offer
clients valuable financial advice and planning
services.

• Deliver high-impact solutions to help clients
secure assets and protect their wealth for future
generations.

Expert Guidance, Proven Strategies, and Client Support to Build a Sustainable Financial Planning Business

• Offer estate planning services with high-margin
potential.

• Empower your clients with personalized financial
protection solutions that address unique life
circumstances.

• Scale your financial advisory business by offering
essential services for future wealth management.

• We help you build long-lasting client relationships
while providing critical estate and survivor protection
strategies.

Expert Guidance, Proven Strategies, and Client Support to Build a Sustainable Financial Planning Business

1,000+ Agency Owners Are Actively Helping Clients Secure Their Financial Future with Expert Estate Planning Services

TESTIMONIALS

What others are saying

— John D

Working with them has been a game-changer for me! I came into the coaching process feeling lost and unsure about my career path. Through insightful discussions and tailored strategies, I gained clarity on my goals and developed a concrete plan to achieve them. I now feel empowered and motivated to take action, and I couldn't be happier with the progress I've made!

— Sarah T

I never realized how much I was holding myself back until I started coaching with [Your Name]. Their support and encouragement helped me confront my fears and limiting beliefs head-on. The personalized approach made all the difference, allowing me to set realistic goals and achieve them step by step. I highly recommend me to anyone looking to make meaningful changes in their life!

Client Testimonials

Robert L.

Thank you Simon for such an educational session today. I can help but confess that I never knew all these great benefits of permanent Life.Knowing what I know now, I think I need a smart college saving policy for my 6 years old daughter. Thank you for all you do to empower us financially

– Robert L., NJ (05/01/2024)
★★★★★
Jeff A.

Simon Mekika was our representative,and he was great. He had lots of good info, was very polite and courteous. Went through all the amazing benefits of cash value life insurance and how one can leverage the uninterrupted compound interest associated with the indexed universal life to build tax-free wealth. I so happy I had this meeting. can't wait for my policy to be approved.

– Jeff A., TN (08/01/2024)
★★★★★
Monica Webs

Simon Mekika is one of the most personable, pleasant, and knowledgeable service reps I've ever had the pleasure of dealing with. He breakdown the different types of life insurance and how I can use cash value life insurance to build wealth.

– Monica Webs, CA (15/02/2024)
★★★★★
Kimberly R.

Excellent session and great customer service. Simon is well-informed, understanding and always quick to respond. He is pleasant and gets the job done. I would definitely recommend to all my friends and loved ones.

– Kimberly R., TX (30/03/2024)
★★★★★
Angela G.

Simon was so informative and helpful, while being kind and patient. I appreciate your attention to the details to serve my needs and how fast and efficient you were at getting the paper work, signed, sealed and delivered. I was quickly insured at the best rate!

– Angela G., TX (06/04/2024)
★★★★★
Kevin S.

Simon is an experienced professional multi insurance agent. Simon goes far and beyond to explain in detail insurance policy.

– Kevin S., MD (15/04/2024)
★★★★★
Jessica H.

Simon was so informative and helpful, while being kind and patient. I appreciate your attention to the details to serve my needs and how fast and efficient you were at getting the paper work, signed, sealed and delivered. I was quickly insured at the best rate!

– Jessica H., PA (25/05/2024)
★★★★★
Alicia P.

Simon Mekika is one of the most personable, pleasant, and knowledgeable service reps I've ever had the pleasure of dealing with. I will recommend Leader Life Financial Solutions to everyone out there.

– Alicia P., CA (18/05/2024)
★★★★★
Jackie T. GA

Simon Mekika is such a great financial professional. His presentation was so clear and straight to the point. He helped me understand that Permanent life insurance can be one of the best vehicle to build wealth. Thank you Simon for your patience and time. I love their services and definitely recommend Leader Life Financial Solutions to anyone looking to build wealth.

– Jackie T. GA (17/06/2024)
★★★★★
John D CA

Definitely worth my time. I learned alot about the American financial system and how I can make work for myself and loved ones. Folks, don’t be fooled. The system is designed to keep us in the dark. I definetely recommend Leader Life to everyone out there.

– John D CA (09/06/2024)
★★★★★
Sarah M.

Simon Mekika was extremely knowledgeable and professional. He provided a clear breakdown of cash value life insurance and how it helps build tax-free wealth. I feel more confident about my financial future after our discussion.

– Sarah M. (20/07/2024)
★★★★★

Frequently Asked Questions

Have questions about our services? You're in the right place!

1. What is estate planning?

Estate planning is the process of organizing your financial affairs to ensure that your assets are distributed according to your wishes upon your passing.

2. How does survivor protection work?

Survivor protection strategies ensure that your loved ones are financially secure in case of your unexpected passing by providing resources to cover expenses and transition.

3. Do I need an estate plan if I'm young?

Yes, estate planning can help protect your assets and prepare for unforeseen events, ensuring your family is taken care of no matter your age.

4. How long does it take to create an estate plan?

The time frame depends on your specific needs and goals. On average, a comprehensive plan can take a few weeks to complete.

BOOK A CALL NOW TO DISCUSS HOW YOU CAN HELP CLIENTS PROTECT THEIR LEGACY AND FINANCIAL FUTURE.

Contact Us

Take the first step toward securing your income today. Our team is ready to assist you in crafting a personalized plan that fits your needs.

Address: 3132 Lakeshore Drive, Anna TX 75409

Business Hour:
Monday - Friday: 9:00 AM - 5:30 PM
Saturday: By Appointment Only

Fill the short form below to see if you qualify.

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