Shane Anderson

“I bought the book & let the concepts roll around for a year before meeting with Mary Jo. This system works so different from many conventional forms of investment and finance which made me skeptical. I brought a lot of questions & she was very good at answering all of them & then some. Her staff was very helpful and accommodating when we set up the policy making the process easy. As a new policy holder I have yet to see the full benefits but am excited about having this tool in my arsenal moving forward.”