We offer our clients investing advantages that we believe are impossible to beat. How do we do it? By combining the protection features of insurance policies, with the investment potential of equities. Here is a short list of the benefits you will enjoy when you invest with Wealth Apex®…

Never Lose Money Due To Market Losses
In the 2008 market crash, many investors were wiped out. The market has been rebounding since then, but it cannot go up forever. With Wealth Apex®, you will never be stuck in a bad place because of the stock market.
Tax-Free Withdrawals
Lower Fees
The public policy organization Demos Analysis found that even “low fee” mutual funds eat a considerable portion of your gains: over a lifetime, fees can cost a median-income two-earner family nearly $155,000 and consume nearly one-third of their investment returns.”
No Contribution Limitations
No Distribution Penalties


Lifetime Cash Flow
Creditor Proof
It's Almost Like Owning Your Own Bank
Leverage Your Investments
