No longer reserved for the ultra-wealthy, this strategy can be used to supercharge your retirement!
Lisa Y. Jones is the President & CEO of Financially Awakened, LLC, a financial consulting and wealth strategy firm that empowers high-earning professionals to create lasting wealth with confidence. She is best known for her signature 12-month coaching program, Project FIERCE, where clients gain clarity, avoid costly mistakes, and implement customized wealth strategies designed for long-term results. Lisa teaches from her own story. She and her husband, Keith, paid off over $300,000 of debt in five years, including nearly $150,000 in student loan interest and $120,000 in medical expenses. That transformation fuels her passion for helping others build practical systems that lead to real financial freedom. Lisa is also the #1 best-selling author of Financial Seasons: Daily Inspiration About Money and Emotions, endorsed by Dave Ramsey. Lisa and Keith are certified financial and marriage coaches, and Lisa also serves as a certified business and retirement strategist. Her mission is simple: help professionals stop losing money to inefficiency and step into financial freedom with confidence.
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Growth with Protection
You can participate in market-linked growth while being protected from direct market losses. Your account’s value is not reduced by market downturns.
Tax-Advantaged Retirement Income
This strategy is designed to provide potentially tax-advantaged income during your retirement years. Withdrawals and policy loans are generally income-tax-free if the policy is structured and maintained properly.
Reliable Income for Retirement
When structured correctly, this strategy can create a steady stream of income throughout your retirement, giving you more confidence that your plan can support your long-term goals.
