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Protect the people who depend on you.

Life insurance, annuities and long-term strategies, explained in plain English and built around your family, not a product sheet. Tell us a little and we'll send a quote.

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14strategies offered
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14Strategies offered
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NoObligation to buy
Why My Financial Life

Planning done in plain English

Most people are sold a product. We start with your situation, your family and what you actually want to happen, then work backwards to the strategy.

Your Family First

Coverage and income strategies sized around who depends on you and what would actually need to be paid for.

Living Benefits, Not Just Death Benefits

Many of the policies we place can be used while you are living. We will show you what a policy does before you sign anything.

One Person, Start to Finish

You talk to Curtis, not a call centre. You leave the conversation understanding your options whether you buy or not.

What we do

Fourteen ways to build the plan

Not every one of these is right for you. That is the point of the conversation.

Term Life Insurance with Living Benefits

Term coverage that can be accessed while you are living, not only after.

Indexed Universal Life

Permanent coverage with a cash value component tied to an index, with the trade-offs explained.

Fixed Indexed Annuities

Retirement income options for people who want growth potential without market downside.

Final Expense

Smaller, simpler policies designed to cover funeral and end-of-life costs.

Whole Life Insurance

Permanent coverage with guaranteed structure and a cash value that builds over time.

Mortgage Protection

Coverage sized to your mortgage so the house stays with the family.

Term Life Insurance

Straightforward coverage for a set number of years at a set premium.

Child Savings Plan

Long-horizon plans set up in a child's name for education or a first start.

Tax Advantage Wealth Accumulation

Strategies built around tax treatment, not just rate of return.

Debt Management & Consolidation

A plan for the order things get paid off, and what to protect while you do it.

Infinite Banking & Family Banks

Using policy cash value as a family lending pool, with the mechanics laid out honestly.

Indexed Growth IRAs

IRA options with indexed growth, reviewed against what you already hold.

Estate & Legacy Planning

Making sure what you built reaches the people you meant it for.

Asset Protection & Qualified Plan Rollovers

Reviewing old 401(k)s and qualified plans and where they might be better placed.

Availability, features and pricing of any product depend on the issuing carrier, the state you live in and your individual underwriting. Nothing on this page is an offer of coverage or a quote.

A family walking together on a park path at sunset
Coverage sized around the people who depend on you.
A calm home office desk in morning light
Plain-English explanations before anything gets signed.
A bright, uncluttered living room
Strategies meant to hold up over decades, not quarters.
How it works

Three steps, no pressure

01

Tell us your situation

A short conversation about your family, your income and what you would want to happen if something changed.

02

We lay out the options

What each strategy does, what it costs, and where it falls short. In writing, in plain language.

03

You decide

If it fits, we handle the paperwork and stay your point of contact. If it does not, you still keep the plan.

Our commitment to you

You will never be quoted a product before someone has actually understood your situation, and you will never be told a policy does something it does not do.

Curtis T. Lewallen · My Financial Life
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30 minutes. Straight answers.

Pick a time and Curtis will walk you through what makes sense for your family, whether or not you end up buying anything.

  • Free and no obligation
  • You speak with a licensed agent
  • Nothing signed on the call
Quick answers

Common questions

What does a consultation cost?

Nothing. The conversation and the quote are free, and there is no obligation to buy anything afterwards.

Do I need a medical exam?

It depends entirely on the product and the carrier. Some policies are fully underwritten, others are not. We will tell you which is which before you apply.

How much coverage do I need?

There is no single right answer. It depends on your income, your debts, who relies on you and for how long. That is the first thing we work out together.

Can you look at a policy or retirement account I already have?

Yes. Bring what you already hold to the call. Sometimes the honest answer is that what you have is fine.

Do you work with people outside your area?

We work with clients remotely by phone and video. Product availability does vary by state, and we will confirm what applies to you.

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