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We have all heard the term “knowledge is power.” Knowledge becomes powerful ONLY with its WI$E application.

Lack of knowledge is one of the biggest barriers to financial freedom! Financial literacy creates the foundation for improving your personal economics.

The truth is that most businesses, churches and ordinary people want to begin accumulating and building wealth – they simply need to be shown the way and given the opportunity to take action on this new found knowledge.

"An investment in knowledge always pays the best interest." - Benjamin Franklin

Consider A Wall Street Alternative

Our educational workshops and webinars help those that fall into one or more of these categories:

"Suppose there was a financial instrument with a track record stretching back 1,400 years; that was so solid it could survive the Great Depression intact; that earned untaxed interest at a competitive rate; that could be borrowed against at will regardless of credit conditions; and that could be used by individuals as well as major corporations and banks as a safe harbor during economic turmoil?

You'd call it a financial bunker for scary times, and you'd be talking about mutual whole life insurance."

  - John E. Girouard

  • Those who want to take control of their finances by learning more about personal money management.
  • Those who are tired of playing in the stock market and want a Wall Street alternative.
  • Those who are serious about paying down debt and building equity.
  • Those who want to recapture the interest they are currently paying to other lenders and instead pay themselves in their own banking system

Women and Money

"90% of all women will be solely responsible for their finances at some point in their lives." - Trendsight Group, 2006

So, the big question is…as a woman, why do you need a financial strategy? There are many reasons:

  • Our roles are evolving and you have more responsibilities than ever before
  • Like many women, you may feel financially insecure
  • Life can come at you fast – are you financially prepared for the life-changing events that might occur?
  • You might find yourself as a part of the “Sandwich Generation” and are faced with the challenge of raising children and taking care of aging parents

You might face one or all of these issues. The good news is that you CAN be prepared!

We will easily determine your “financial personality” by your responses to a short and simple questionnaire. We’ll score the responses to identify your financial personality – then review the results together for further discussion about your unique, individual needs and concerns.


Roadblocks to Financial Success:

  • Debt
  • Taxes
  • Premature Death
  • Interest Payments
  • Becoming Disabled
  • Stock Market Volatility

©2008-2013 - Marla Allen & Team, LLC.
PO Box 49449, Charlotte, NC 28277
Phone: 704.321.3556

Notice: The information on this web site is offered for educational purposes only. The solutions and products from Marla Allen & Team, LLC consist of properly structured fixed annuity and life insurance products. Life insurance products are not considered “retirement plans,” however when planned correctly and structured properly, life insurance products can provide significant cash value and living benefits along with death benefits. Marla Allen & Team, LLC, preferred advisors, and other affiliates do not give accounting, tax, real estate, mortgage, investment, or legal advice. Interested parties should seek and consult with persons or entities licensed and qualified in their state for advice relating to those matters. Marla Allen & Team, LLC and their preferred advisors are independent insurance agents. Some products may not be available in all states and are subject to meeting underwriting guidelines and approval. If you need legal or tax services we encourage you to consult your attorney or licensed tax preparer.

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