Disciplined Advisor Network
www.sfilive.comThe Disciplined Advisor Network is an independent life insurance brokerage and consulting firm offering the industry's leading universal and whole life products, customized for maximum efficiency using its own highly efficient leveraging designs. The Network created and supports Self-Financed Insurance (SFI). SFI is a patent pending business methodology designed to enhance the already tax-advantaged income and death benefit opportunities of equity-based life insurance policies by coupling leveraging with an early 10-year loan exit strategy. The result is a powerful, yet flexible financial tool that can be used to efficiently generate non-qualified income for retirement and/or low-cost death benefit for wealth replacement, wealth enhancement or charitable giving.
Read moreThe Disciplined Advisor Network is an independent life insurance brokerage and consulting firm offering the industry's leading universal and whole life products, customized for maximum efficiency using its own highly efficient leveraging designs. The Network created and supports Self-Financed Insurance (SFI). SFI is a patent pending business methodology designed to enhance the already tax-advantaged income and death benefit opportunities of equity-based life insurance policies by coupling leveraging with an early 10-year loan exit strategy. The result is a powerful, yet flexible financial tool that can be used to efficiently generate non-qualified income for retirement and/or low-cost death benefit for wealth replacement, wealth enhancement or charitable giving.
Read moreCountry
State
Connecticut
City (Headquarters)
New Canaan
Employees
1-10
Founded
2010
Estimated Revenue
$1 to $1,000,000
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Founder and Chief Executive Officer
Email ****** @****.comPhone (***) ****-****