"I met Merle through a seminar that I heard about on the radio a few years back. I attended the seminar to find out more about the products and services... and found out that I could use the equity in my home...to invest in a tax-free environment...

So after attending the seminar and learning about these tools and resources, my wife and I made an appointment to meet with Merle here... He is really a personable guy and answered all the questions that my wife and I had at the time in great detail."

Bill R.

I first met Merle after a friend of mine had been to one of the seminars and called me because she was so excited. So after thinking about it for a while I thought maybe there is something... So I ended up calling and registering for the seminars.

Nelda S.

Merle was the one that led the seminar that night. I made an appointment later with him to talk to him privately and get more of the facts and details..." (Watch the video to find out what happened next.)

"I met Merle several years ago. I found a newspaper article advertising for a seminar that he was giving. After the seminar I learned quite a few different viewpoints for several different investment vehicles that interested me.

I called them up, made an appointment and after a couple of meetings with him and several hours we decided that what he had to offer was definitely something that we were comfortable with and it would work for our goals. And we're currently happy, satisfied customers with Merle and his group."

John K.

"I met Marole a really kind of by way of my daughter or my daughter had attended one of his seminars and she was so impressed that she really pushed us into going, which we did. And when we went, it was a real eye-opener because we were in our seventies and we had no retirement.

We had a very small life insurance. He gave us hope for things that we didn't really think were possible at our age, like a retirement income and decent life insurance policy. "

Phyllis E.

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