Master Your Finances. Unlock Prosperity.
Get personalized guidance and support for your financial journey. Gain confidence in your mindset and finances.
Does your financial journey lack direction, vision, or freedom?
With 77% of Americans feeling anxious about their finances, it can seem impossible to get ahead and take control. Don’t let this outlook on money alter the expectations and dreams you have for your life.

Set yourself free to dream big again.
Juggling fluctuating assets, liabilities, and paperwork requirements is hectic and time-consuming. With Prosperity Pledge, your time will be freed up to do the things you truly love while building a foundation of financial freedom.

Connect with your financial guide to make sure you’re on track to achieve financial freedom

Access your designated team of experts for unlimited insurance requests and policy monitoring

Access your customized and holistic financial profile

Gain knowledge through exclusive tools and guides
One-on-one support anytime you need it.
You’ll get unlimited support from our experts. We can help monitor your policy, answer questions, and handle insurance requests, including:
- Clarification of your allowable cash amounts per policy
- Assistance with time-consuming policy changes of address, payment methods, beneficiaries, and more
- Expert advice to guide your insurance correspondences
- Support in using your policy’s cash value
- Policy monitoring, prompt alerts, and individualized advice on how to make the most out of your whole life insurance
Learn and grow at your own pace.
Our self-guided course will put you on track to gain mastery over your finances and ownership over your life.
Is your financial house in order?
Prosperity Profile™ (Bonus)
Is your financial house in order?
Uncover financial blindspots with a panoramic view of your financial profile. As an added bonus to your Prosperity Pledge membership, you’ll gain access to an individualized and holistic Prosperity Profile(™) that will guide you in making wise decisions and thinking prosperously.
All five financial factors. All in one place.
- Assets
- Liabilities
- Income
- Expenses
- Insurances
See what our clients have to say.

Katie Cunningham

Brett Thompson

Jarrod Matteson

Digna Del Orbe

Katie Jackson

Jodi C

Kevin Wolf

Rick Metler
Get your all-inclusive membership today.
Become a Prosperity Pledge member for $97/month — or get a discounted annual membership for $997/year. We’re here to help you move forward in thinking and living prosperously.
Monthly
- Full-scale support from our team of experts
- Nine-lesson Prosperity Pledge course
- Bonus: Whole Life 101
- Bonus: Prosperity Profile
Yearly
- Full-scale support from our team of experts
- Nine-lesson Prosperity Pledge course
- Bonus: Whole Life 101
- Bonus: Prosperity Profile
Disclosure: Our content is meant for educational purposes only. While it’s our goal to help you learn about building a life of prosperity, we do not intend to provide financial advice. Please consult your financial, tax or legal advisor before making any investment or financial decisions.