Bring Financial Education to Your Community
We Go Where the Financial World Does Not.
Churches & Faith Communities
We have delivered financial education workshops in church fellowship halls, after Sunday service, and at midweek gatherings. Faith communities trust us because we come with no agenda other than education.
Schools & PTAs
Parents, teachers, and school staff often lack access to the same financial resources as corporate employees. We bring the same quality of financial education to every school regardless of zip code.
Nonprofit Organizations
501(c)(3) organizations and their staff deserve the same financial tools as any corporation. We partner with nonprofits to serve their teams and the communities they serve.
The P.R.I.M.E. Financial Workshop
The P.R.I.M.E. Financial Workshop is a comprehensive financial literacy experience designed for community groups, churches, schools, and organizations. The format adapts to your setting and your audience. The content does not change. Because the truth about financial security does not change based on who is in the room.
Workshop covers:
- —Policies with Programs — what a 501(c)(8) membership includes and why most people have never heard of it.
- —Retirement — sequence of returns risk, the annuity solution, and how to protect what you have built.
- —Income for Children — IUL for children, the Rockefeller Waterfall Method, and generational wealth strategies.
- —Multi-Tier Life Insurance — Most people are overpaying for life insurance because big name companies price policies based on age alone, not health. Someone in great health is paying the same rate as someone with a serious medical history. We show your audience how proper underwriting works, what they may actually qualify for, and how to find the right company for their specific situation.
- —Emergency Response System — what happens to your family financially when you are gone and how to make sure the money you leave behind actually reaches them.
Format options: 45 to 60-minute lunch and learn or half-day financial empowerment event. All formats include Q&A and a free one-on-one consultation opportunity for every attendee.
Every Attendee Leaves With a Plan.
Knowledge of options they never knew existed.
A clear understanding of what their family would need.
Awareness of member benefits available to them immediately.
A direct path to a free one-on-one consultation.
We Welcome Corporate Partnerships.
The 501c8 Impact Initiative works with corporations to bring financial education directly to their teams. Whether your employees need guidance on life insurance, wealth building strategies, or understanding their Medicare options as they approach retirement, we bring the same quality of education to your workplace that we deliver to communities across the country.
Medicare education is one of our most requested corporate engagements. As employees approach 65, most have no idea what their Medicare options are, what the enrollment deadlines mean, or what penalties they face for missing them. We take the confusion out of that transition and make sure your people are protected and informed.
No employer obligation. No payroll deduction. We educate your team and each individual connects with us directly for their own personal situation.