The Y-U Solution

We focus on using every dollar more efficiently. Give your dollar two jobs instead of one!

Don’t let anyone limit your finances by ONLY suggesting ways to "budget", causing you to take money away from the things that you want or need. You can't shrink your way to wealth!

Instead of leaving your finances to chance, we show you how to adequately and affordably leverage your cash flow. We do this using a tiered system: first, we PROTECT your assets and family, thus enhancing your legacy. Secondly, we CREATE assets that generate positive cash flow for yourself and not banks or lenders. This cash flow can now be used as a vehicle for things like long-term savings, retirement, paying down debt and funding your lifestyle!

Did you know?

Walt Disney, Ray Kroc & J.C. Penney

all used pieces of this system to fund their businesses and create success.

Banks use Life insurance as one of their safest assets

and create a tax shelter with the tax-free savings from their policies to fund employee benefits.

Creating Leveraged Assets Is easy

and will allow you to take advantage of cash value growth that you can use however you want.

financial advisors ignore Facts like these

because they concentrate on the average 10% of your income that goes to overpromised investments. “You’ve got to save more money” ... but, in reality, most people don't realize that they are missing out on creating cash flow using positive interest.

at Y-U, we focus on your biggest financial problem

The biggest problem for most Americans is how they handle their money. Would you pay excessive interest to lenders and unnecessary taxes to the government if you knew there was a better option?

step 01/04

Download your How-To Guide

Click the link below and download the how-to guide that most aligns with your financial goals.

step 02/04

Gather your financial information

This includes any potential long-term savings, contributions to investments, and other assets.

step 03/04

Free Y-U Agent Consultation

We will go over our unique approach to financial education and review your specific situation, either online or in person.

step 04/04

Set up your Financial Management System

Create and protect assets with the guidance of your Y-U agent by getting immediate control of your cash flow, savings, and taxes.

How much does it cost?

It’s free. Our agents provide their services and walk you through the entire process. No fees, no hassle, no stress.

Where Are You Located?

Our agents can meet with you virtually, anywhere in the United States.

Download Your Guide!