GenFi360 provides trusted financial and estate planning guidance
GenFi 360
Agent guided Solutions
Agent guided Solutions
Agent guided Solutions
Our dedicated agents will work with each client to find the best solutions that meet your family's needs for financial protection that fit within your budget and protection goals.
All of our agents are state and industry-licensed to work with all clients based on their needs.
Life Insurance
Agent guided Solutions
Agent guided Solutions
We specialize in all things Life Insurance.
Term - Maximum coverage for low monthly rates to protect a period of time such as a mortgage, college expenses, etc. in case a key bread-winner in the family passes.
Whole - Also called permanent, provides cash value that clients can borrow from over time
DFL - Stands for Debt Free Life. This allow
We specialize in all things Life Insurance.
Term - Maximum coverage for low monthly rates to protect a period of time such as a mortgage, college expenses, etc. in case a key bread-winner in the family passes.
Whole - Also called permanent, provides cash value that clients can borrow from over time
DFL - Stands for Debt Free Life. This allows our clients to harness a Whole Life policy to build cash value and is structured to pay off debts at an accelerated rate.
IBC - Infinite Banking Concept...This is a phenomenal way for clients to harness a Whole Life policy that builds cash value that can be borrowed against while reaping the dividends that build in the policy in a tax-free format.
Kai-Zen
Kai-Zen insurance is an innovative financial strategy designed for high-income earners seeking to enhance their retirement planning and life insurance coverage. This unique approach combines premium financing with indexed universal life (IUL) insurance to provide substantial benefits beyond traditional retirement plans.
Annuities
AI Managed Portfolios
AI Managed Portfolios
GenFi 360 is proud to have partnered with the best Annuity Carriers in the industry. We can find the best annuity options for you, at the best rates, and provide the best financial protection for your financial needs.
Annuities provide a very valuable foundational role for a PORTION of retirement/investment accounts such as 401k, 503b, TSA
GenFi 360 is proud to have partnered with the best Annuity Carriers in the industry. We can find the best annuity options for you, at the best rates, and provide the best financial protection for your financial needs.
Annuities provide a very valuable foundational role for a PORTION of retirement/investment accounts such as 401k, 503b, TSA, etc. to lock-in retirement income needs so you can retire with confidence about your financial needs.
AI Managed Portfolios
AI Managed Portfolios
AI Managed Portfolios
GenFi 360 has partnered with the team at Quility Financial Advisors.
The QFA team works with clients to provide structured portfolios based on risk tolerance and investment objectives.
These portfolios are foundationally built on ETFs (Exchange Traded Funds) and adjusted via proprietary algorithms.