Our Vision

IMAGINE a world in which whoever you are, you live in the house of your desire, you drive the car you want, you travel around the world when you want it and how you want it. You have access to all the necessities and luxuries and have no worries about your health, wealth because you have achieved financial independence and gained control over your financial destiny. That is our vision.

If money is the only barrier to your dream life, we are here to help

Intrepid Achievers is on a mission to provide financial education to individuals and families so that they create a strategy to pursue financial independence and focus on what matters most, which is  creating a better quality of life for themselves and their loved ones so that they can attain financial security through,  life insurance, retirement strategies and wealth-building strategies.

We teach individuals and families so they can create more income, save better and face life with more certainty and leave a legacy to their offspring for generations.

IMAGINE a world in which whoever you are, you live in the house of your desire, you drive the car you want, you travel around the world when you want it and how you want it. You have access to all the necessities and luxuries and have no worries about your health, wealth because you have achieved financial independence and gained control over your financial destiny. That is our vision.

If money is the only barrier to your dream life, we are here to help

Intrepid Achievers is on a mission to provide financial education to individuals and families so that they create a strategy to pursue financial independence and focus on what matters most, which is  creating a better quality of life for themselves and their loved ones so that they can attain financial security through,  life insurance, retirement strategies and wealth-building strategies.

We teach individuals and families so they can create more income, save better and face life with more certainty and leave a legacy to their offspring for generations.

WHAT WE DO BETTER THAN OTHERS?

We have a Fast Track Onboarding System* that can accelerate your results whether you join us as a client or as a business partner.  Thus we can help you through our…

WHAT WE DO BETTER THAN OTHERS?

We have a Fast Track Onboarding System* that can accelerate your results whether you join us as a client or as a business partner.  Thus we can help you through our…

01
Financial Strategies Services

Through our Financial Strategies Services we help you create the Life You Deserve. We take time to understand your financial needs and goals. Then we provide you a clear, actionable strategy to get you where you want to be by working with you to provide a clear financial strategy to go from where you are to where you want to be and this is what we will do with you:

  1. Financial Needs Analysis
  2. Financial Goal Setting
  3. Strategies to Pursue Your Goals

With our tailored insurance coverage options service, you can Protect Those You Love. We can help you protect the life you’ve built when the unexpected happens to you or a family member. Life’s scenarios can vary from person to person, and from family to family. Our insurance products can help cover you for a lifetime and help prepare you for when the unexpected happens:

    1. Life Insurance( Term or Permanent life )
    2. Disability Insurance,
    3. Income protection,
    4. Long Term Care Insurance (U.S. Only)
02
Insurance Protection
02
Insurance Protection

With our tailored insurance coverage options service, you can Protect Those You Love. We can help you protect the life you’ve built when the unexpected happens to you or a family member. Life’s scenarios can vary from person to person, and from family to family. Our insurance products can help cover you for a lifetime and help prepare you for when the unexpected happens:

    1. Life Insurance( Term or Permanent life )
    2. Disability Insurance,
    3. Income protection,
    4. Long Term Care Insurance (U.S. Only)
03
Retirement Strategies

The reality is that we’re living longer than ever before. As financial professionals we can help you to prepare to enjoy your golden years to the fullest with the retirement strategy of your choice:

    1. Annuities
    2. Index Universal Life

Whether preparing to send your first or fifth child to college/university, we can help you begin saving now with:

  • Preparing for college
04
College Funding Plans
04
College Funding Plans

Whether preparing to send your first or fifth child to college/university, we can help you begin saving now with:

  • Preparing for college
05
Business Strategies

For the small business owner, we provide financial strategies for you, your employees and your business, including:

  1. Insurance Strategies
  2. Retirement Strategies
  3. Executive Compensation (U.S. Only)
  4. Business Continuation Programs (U.S. Only)

We can help you Build a Financial Legacy* so you keep more of what you’ve earned. Working with your tax and legal professionals, we’ll develop a strategy to help preserve your legacy and avoid it decreasing due to federal and, in the United States, estate taxes as you prepare for your future and create something for the next generation.

    1. Charitable Strategies & Trusts (U.S. Only)
    2. Life Insurance Trusts (U.S. Only)
    3. Wealth Replacement Trusts (U.S. Only)
06
Estate Preservation
06
Estate Preservation

We can help you Build a Financial Legacy* so you keep more of what you’ve earned. Working with your tax and legal professionals, we’ll develop a strategy to help preserve your legacy and avoid it decreasing due to federal and, in the United States, estate taxes as you prepare for your future and create something for the next generation.

    1. Charitable Strategies & Trusts (U.S. Only)
    2. Life Insurance Trusts (U.S. Only)
    3. Wealth Replacement Trusts (U.S. Only)

WHAT IS OUR MARKETING STRATEGY?

Words of Mouth or all kinds of Media and our strategies are   “Own, Join, and Share”. We ensure our own home is in order and then we help families and friends do the same. We apply and live by the “charity begins at home” principle.

We also educate the public at large about success principles and invite the audience to learn more about our mission.