My Finance Options
Take the guessing out of how your financial products work and be included in the process. Customise your solutions to meet your unique needs.
Your Service Appointments
Consulting
Talk with a licensed agent (via phone) in your state to discuss your income concerns and or goals.
Product Presentations
Review your products of choice or interest with a licensed agent (via video call) for eligibility and suitability requirements.
*Presentations will be considered sales presentations due to the option to complete an application under no obligation.
Applications & Annual Reviews
Submit your policy for underwriting and acceptance, and schedule your annual performance review.
State Pension Reviews are being scheduled!
The state of the economy in America has brought attention to many commissioners with concerns about financial stability for Americans. WM Agents are licensed, contracted, and appointed in each state where they do business to help State Pension Members plan for a suitable life and retirement, thereby bridging the income gap with stability.
If you signed up with your institution to get a pension review, a licensed agent will schedule your consultation. Please either confirm or reschedule via phone, text, or email. If you need an appointment, please schedule a consultation.
If you are not a State Pension Member, see Estate Planning below.
Need a Budget?
Need a Budget?
Are you having trouble finding income to afford the financial products you need?
Download the Luminous Ambitions Annual Budget designed for consumers to help track income & expenses, identify resources, and make income adjustments.
Planning
Your
Retirement
You have worked hard and saved even Harder. Your golden years are ahead of you. Take the worry out of retirement when you talk to a licensed agent about your goals.
Many working Americans in the red zone to retirement are realizing they haven’t saved enough. With many of your working years behind you, it’s time to strategize growth into your income.
Annuity Products
Texas Residents
FG Accumulator Plus 7 & 10 (CB) -ADV2003
Prosperity Elite 7, 10 & 14 Standard (CB)
-ADV1986
Accelerator Plus 10 & 14 (CB)
- ADV1997
Performance Pro (CB)
FG Immediate Income (CB)
-ADV2038
Texas Residents Continued
F&G Flex Accumulator (CB) -ADV2239
F&G Power Accumulator 7 & 10 (CB) -ADV1986
F&G 1-2-3 (CB)
- ADV5453
FG Safe Income Advantage (CB)
-ADV2780
“The attention to detail and commitment to quality truly stood out. We’ve already recommended WISE to others.”
Definitely, Tell Your Friends! - WM
Building
Your
Estate
The greatest concern for the working class is the inability to project themselves and their families into wealth. Many hardworking Americans are hindered by paycheck-to-paycheck lifestyles. There is hope when you talk to a licensed agent!
WM Agents are licensed, contracted, and appointed in each state where they do business to pair you with suitable financial products that solve your concerns.
Start the conversation by scheduling a time to talk.
Life Products
Texas Residents
FG Everlast (CB)
-ADV2219
FG Pathsetter (CB)
-ADV2261
Real
Opportunities.
Real
Impact.
Are you a licensed agent and care about building the financial security of your family, friends, and community? Join our team.
Need a New Career? Get Licensed Here