Disciplined Advisor Network

www.sfilive.com

The 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.

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The 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.

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Country

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State

Connecticut

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City (Headquarters)

New Canaan

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Employees

1-10

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Founded

2010

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Founder and Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****

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