About Us
Discover the benefits of life insurance and how it can grow your financial future
This Equity Life was
founded on a simple principle:
There is a better, simpler, more reliable way to build significant retirement savings, while simultaneously protecting your loved ones in the event that something happens to you.
It’s Gotta be a CFP®
Here at This Equity Life, our advisors are all licensed CFP® professionals. The CERTIFIED FINANCIAL PLANNER™ credential is the pinnacle of the financial services industry. Our competitors will have you meet with a sales representative who has an insurance license. We will team you with a fiduciary who is a licensed CFP® professional.
The Certified Financial Planner™ Code of Ethics
A CFP® professional must:
- Act with honesty, integrity, competence, and diligence.
- Act in the client’s best interests.
- Exercise due care.
- Avoid or disclose and manage conflicts of interest.
- Maintain the confidentiality and protect the privacy of client information.
- Act in a manner that reflects positively on the financial planning profession and CFP® certification.
Here at This Equity Life, We Believe…
EVERYONE should have a comprehensive and holistic financial plan in place.
EVERYONE should have the capacity to retire comfortably and with dignity.
EVERYONE should have protection in case of an unexpected death or disability.
EVERYONE should be able to create legacy and generational wealth for their family.
Who do we serve
We serve YOU: The Client. Currently, This Equity Life is only operating in the state of California. But we are growing fast! If you would like us to bring our services to your state, please email us at info@thisequitylife.com
What is the process?
Why this Equity Life?
Experience. We bring to bear over 50 years of combined experience as Financial Professionals. We’ve seen what works and what doesn’t work for our clients and have developed This Equity Life specifically to create a bespoke, focused solution custom-designed for each and every client.