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Are your clients reluctant to sell highly appreciated assets because of capital gains? We have the solution, click here  to request “Our Educational Brochure” on how to defer your clients Capital Gains Taxes.

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On your own to take your business to the next level?

Not sure you can trust or see eye-to-eye with your current IMO?

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Your clients' are too important to provide anything short of the best.

We don't just care about insurance and wealth strategies.

We care about you, your business, and your clients.


Because your success is our success.

We also understand the significance of your trust and business. Thanks for being here.

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Advisor Reviews

Monica Carter, MBA
Wealth Advisor & Founding Partner Women Empowering Financial Independence

Life & Annuity Masters’ wealth of knowledge and training has been priceless to my business. Regardless of my client’s income level, Life & Annuity Masters has helped me deliver the best, tax-efficient strategies tailor-fit to accomplish their specific goals, which has given me a serious competitive advantage. It’s a true partnership; they really value their advisors. With the team’s robust industry knowledge, dynamic marketing strategies, and support of my business, they free up my time to focus on educating clients, and I have the peace of mind that I won’t fail. They offer a sense of “team” rather than “self;” they want everyone to win. I initially partnered with Life & Annuity Masters only having a few years of experience in the industry, and my fulltime focus was in a different field. But with their help, 2 years later, I was recognized nationally as a “Top Producer” and more than doubled my income. Today, I serve as a Founding Partner of Women Empowering Financial Independence (WEFI), an agency-team dedicated to empowering women, girls, and communities to take charge of their financial independence while wholeheartedly giving back

Don Stebbins
Managing General Agent

Since October 2012 when my team and I came aboard with Life & Annuity Masters, we have surged ahead and never looked back. The experience here has always been top-notch. The value of knowing we have experts behind us to help evaluate any situation has made all the difference in the world for our confidence in helping our clients. The portfolio of solutions and strategies available to us get better every year because of Life & Annuity Masters’ innovation. What differentiates them from all other IMOs is how they value us, the agents and advisors. It is a true partnership.

Sabrina Gonzalez-Max
Managing General Agent & Co-Founder MaxLifeVentures Wealth Strategies

I have been in partnership with Life & Annuity Masters for 3 years and it has been as enjoyable as it’s been productive for my business and professional development. I cannot thank our team enough for their high-end support, the evident many years of collective industry experience, and the wealth of knowledge and education they provide. Working with a team you like, trust, and feel completely supported by is priceless – and that’s exactly what I have in my partnership with Life & Annuity Masters.

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