Bio: 30 Plus years helping retirees and pre-retirees. Income Planning, Retirement Planning, Tax Planning and Legacy Planning.

Bio: Optimizing Humans with Alt Tech

Bio: Private Trust Expert | I like to question the nature of this reality.

Bio: Insurance Agency Owner

Bio: Adviser Digital

Bio: I help insurance agents become top producers in final expense and Medicare insurance sales.

Bio: COO at Jucebox, focused on ROI Coaching and Marketing for Life & Annuity Agents. COO of JB Growth Partners and JB Wealth Advisors.