Terri Wolk

When I spend money, I want to earn rewards. So, paying my mortgage (and health insurance) each month was frustrating to me because my payments were not earning me any incentives like points or cash back. With the help of my Control Option Specialist and financial team, the money I pay to fund my Specially Designed Life Insurance Contract (instead of sending it to the bank for the mortgage) rewards me with tax-free dividends and life insurance. I am then using the earned tax-free dividends to pay my monthly mortgage. This is ingenious! I am earning tax-free dividends on the money I was initially sending to my pay mortgage.”

Our Offices

Crystal City Office
340 S. Truman Blvd.
Crystal City, MO 63019

Cape Girardeau Office
106 South Farrar, Unit 101
Cape Girardeau, MO 63701

Kirkwood Office
906 South Kirkwood Road
Kirkwood, MO 63122

Monroe City
512 Hwy 24 & 36 East
Monroe City, Mo 63456

Zoom Meetings

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