Licensed Strategist
Kurt Toomey
As a dedicated life insurance professional, my passion lies in empowering families to build financial confidence and secure their futures. I specialize in crafting personalized life insurance solutions, including comprehensive Indexed Universal Life (IUL) policies, designed to protect your income, foster tax-advantaged cash value growth, and establish lasting security. My approach is rooted in clear education, followed by customized solutions, ensuring you fully understand how your plan works. Whether your goal is family protection, retirement planning, or strategic financial growth, I'm committed to guiding you through every step, making the process straightforward and easy. My mission is to equip you with the knowledge to make smart, informed decisions that strengthen your financial position for today and for years to come.
Our commitment to you
The plan comes first. Here is what that means.
Kurt works the way the whole firm works: your numbers first, independent options second, and a product only if it fits.
Independent, not captive
Appointed through Tax Free Wealth Plan with 25 companies. The market is shopped for what fits your numbers, not what one company wants sold.
Licensed and verifiable
Kurt is a licensed insurance professional, individually licensed in the states they serve. Verify any license on the NIPR producer lookup before your call.
Free, and paid plainly
The conversation and the plan cost you nothing. If you put a product in place, the issuing company compensates the strategist. No planning fee, no upsells.
Built around your numbers
What you have saved, what you earn, and when you want to stop. The plan maps income, taxes and timing first; a product is chosen only to fit it.
Get started
Get your plan with Kurt.
Free. Private. No obligation. Plain English, on your schedule.