We help DFW families and small businesses secure living benefits life insurance, mortgage protection, and tax‑advantaged retirement (IUL) — with practical education that builds confidence and peace of mind.
Modern protection that can advance cash while you’re alive during a critical, chronic, or terminal illness — so a health crisis doesn’t become a financial crisis.
Strategies so your family can keep the home through the unexpected. Tailored to your loan, budget, and timeline.
Indexed Universal Life: build long‑term savings with downside protection and access to potential tax‑free income in retirement.
Guidance on wills, trusts, and legacy strategies via our Legacy Concierge partners. Education‑first; you stay in control.
Interactive sessions for parents, staff, and communities: budgeting, debt elimination, college planning, protection planning.
Key‑person insurance, executive bonus designs, and supplemental benefits that help retain top talent.
We start with clarity: simple visuals, plain‑English options, and side‑by‑side comparisons so you can decide confidently.
Your family’s goals drive the plan. We right‑size coverage and strategy to your budget and priorities.
We partner with schools, churches, and small businesses across North Dallas to build financial resilience at the local level.
We learn your goals, budget, and timelines. No pressure — just facts and options.
We tailor recommendations (coverage, IUL strategy, or benefits program) and answer every question.
We help you apply, coordinate any requirements, and set up reviews so your plan keeps pace with life.
We finally understood our options and picked a plan we feel great about.
They answered every question and built a plan that truly fit our budget.
The living benefits piece gave us real confidence against the unexpected.
Prefer email? Reach out any time and we’ll reply quickly.
Book on Calendly Email: blaise.tamo@thelifelineleague.com
Call/Text: (469) 354‑9924
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Bring a recent mortgage statement (for mortgage protection), or your current policy statements for a free review.