Over 60 and craving financial peace of mind?

Thrive in Your Golden Years with Expert Financial Advice and Tools

Brokers & Agents
If you are an insurance professional, you need a good CRM to help you build trust and manage your clients. Salesforce & Hubspot expensive, but robust, Zoho, Pipedrive, & Freshsales are simpler and great for mid-sized-businesses, and ClickUp & Notion are budget-friendly, on-stop-shops for managing small businesses.
Top 5 CRM tools for insurance Brokers & Agents to "wow" their clients (2023)
Our promise

Empowering seniors to live their best life

Our goal is to grant you freedom. Freedom to live the best years of your life without financial stress and illness. We provide the tools and guidance to make that happen.
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Wealth Organization

Understand how to make your money work for you.
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Insurance Tips

Gain peace of mind by understanding your insurance plans.
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Longevity Tools

Boost your health with the latest studies and practical health tips.

120 question journal to gain financial peace of mind in your 60s

Instead of trying to DIY everything, focus on asking the right questions. Your Golden Guardian Journal will arm you will all the questions you need to ask the insurance, finance, health, and legal professionals in your life to help you organize your wealth and maintain your health throughout your golden years.
What's inside
30 questions for your insurance broker
30 questions for your financial planner
30 questions for your medical doctor
30 questions for your legal attorney
Bonus - 30 questions for yourself!
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