About

Educate, assist, protect and improve lives.

The Life Rock is a life insurance practice built around teaching people how permanent life insurance works, so they can decide with confidence. [TO CONFIRM: mission statement is adapted from the current site; approve wording]

About The Life Rock [TO CONFIRM: no personal name shown, by owner choice; can add later]

[Short practice story goes here, written in the voice of The Life Rock: what led to this work and why it matters to you. Approved by the owner. No credentials, awards, years of experience or client numbers are stated until confirmed.] [TO CONFIRM: bio]

[Faith, family or community connection, if desired.] [TO CONFIRM: optional, owner's choice]

  • Role: Licensed insurance agent and Bank On Yourself® Professional [TO CONFIRM: confirm exact designation wording with Bank On Yourself]
  • NPN: 19033792
  • Licensed in: multiple states [TO CONFIRM: states intentionally not listed]
  • Independent practice: The Life Rock is an independent practice. [TO CONFIRM: confirm wording and which carriers, if any, may be named]

How we work

Teach first

You should understand how a policy works, including its costs and limits, before you decide anything.

Fit, not force

Whole life is a strong fit for some goals and a poor fit for others. We will say so.

Plain honesty

Guaranteed means guaranteed. Projected means projected. We keep the two clearly apart.