One Team, Your Success
At the heart of our mission is the commitment to collaborate with and amplify the efforts of your team. We seamlessly integrate with your professionals, ensuring that our combined expertise elevates your goals to new heights. Your team is essential to our process, and together, we build something extraordinary.
Peter Lount
Founder
Peter is a skilled insurance advisor and entrepreneur focusing on estate and legacy planning. He expertly addresses the challenges faced by families and business owners, providing tailored solutions that protect businesses, foster growth, and facilitate smooth transitions into retirement. His comprehensive approach helps clients secure their futures and establish enduring legacies.
Dan McMullen
Teaching others and a desire to learn has been a primary focus for Dan McMullen. He has spent his entire professional career in the field of education and serving others. Looking for ways to protect his real estate portfolio which includes his family cottage, Dan discovered Cash Value Life Insurance in 2019. Now a Licenced Life Insurance Advisor, Dan focuses his energy on helping families implement their own Cash Value Life Insurance Policies to grow and protect generational wealth.