Meet the Real Money Masters Team
Work with the Real Money Masters team to understand your options and explore a strategy built around your circumstances. Team members support education, information gathering, and follow-up, with Joe involved in developing each client’s strategy.
Team members
Every Money Mentor on our team is a licensed life insurance agent. License numbers are available on request.
Education, strategy and support are a team effort
Our Money Mentors help you understand the concepts and navigate the process. The people involved in your calls may vary based on the topic and stage of the process, and Joe is involved in developing each client’s strategy.
Education
Money Mentors explain the concepts, answer questions, and help you learn at your own pace.
Information & fit
Together we review your situation and gather what’s needed to evaluate whether an approach fits.
Strategy & follow-up
If an approach fits, the team develops the strategy with Joe and supports implementation and review.
How we are paid
We do not charge a separate fee for the education, consultations, and implementation support described here. If an insurance policy is purchased through our licensed agents, they receive compensation from the issuing insurer. Insurance premiums, policy costs, loan interest, and any lender fees still apply.
What this means
- No separate consultation or coaching fee.
- No separate fee does not mean insurance or borrowing is free of cost.
- Compensation, when it applies, comes from the issuing insurer.
- We do not originate loans and receive no compensation from lenders.
Ready to talk with our team?
Book a call to discuss your goals, questions and next steps.
Licensed agents: learn how we teach, then build with us.
Real Money Masters works with licensed life insurance agents who prefer to educate rather than pitch.