Licensed Insurance Broker

Insurance That Powers Your Real Estate Portfolio

Build tax-favored accumulation, predictable retirement income, and death-benefit liquidity that complements your property investments.

15+

Years Experience

500+

Investors Served

$2B+

Assets Protected

John Wade

Licensed Insurance Broker

"I help active real-estate investors build insurance-based solutions that smooth income and provide liquidity for portfolios."

IULs

Annuities

Estate

What I Offer

How Insurance Complements Your Portfolio

Specialized strategies designed for the unique challenges of real estate investing

Tax-Advantaged Growth

Using IULs and annuities, create tax-favored cash accumulation for future investments or down payments while your portfolio grows.

Index-linked returns

Tax-deferred growth

Flexible access

Predictable Retirement Income

Create guaranteed income streams when active deal-making slows, smoothing irregular rental cash flow into reliable retirement income.

Guaranteed payments

Income smoothing

Inflation protection

Estate & Business Liquidity

Supply death-benefit liquidity for heirs or partners, supporting portfolio transitions and protecting your legacy investments.

Partner buyouts

Estate equalization

Legacy planning

15+ Years

Your Broker

Meet John Wade

Licensed Insurance Broker for Real-Estate Investors

Real-estate investing brings irregular income, concentrated holdings, and succession questions — areas where insurance can add stability. I work with investors to integrate indexed universal life and annuity solutions that protect and grow wealth alongside your properties.

I don't offer legal or tax advice; I work alongside your CPA and attorney to ensure any insurance strategy complements your entity structure and exit plans.

Tax-Advantaged

Cash accumulation

Predictable Income

Retirement cash flow

Death-Benefit

Liquidity for heirs

Get Started

Schedule Your Consultation

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