Are You Ready to Gain Financial Peace of Mind & Secure Your Future?

Most people save, but very few are shown how to protect, access, and grow money when life doesn't go as planned. Attend our free 60-minute beginner-friendly webinar for people who want clarity, peace of mind, and smarter financial decisions (without the pressure!)

๐Ÿ“… Saturday, May 30, 2026 @ 10am PST.

Plain English. No confusing jargon or financial double-talk

Hear how real families use these strategies with real examples

Gain financial literacy with no expectations - you decide

Who This is For

Everyone! And especially for anyone who has ever thought...

"I'm saving but not sure if I'm doing it right"
  • You've been putting money away, but you're not sure if you're doing the right things.

  • You wonder if there's a better way to protect what you've worked so hard to build.

"I want my family protected if something happens"
  • You want growth, but you also need to sleep at night knowing your family is protected.

  • Looking for stability and want downside protection

  • You want to make sure you won't outlive your money or burden your loved ones.

  • Want guaranteed income options

"I want clarity about retirement, without the jargon"

What you'll walk away with

๐Ÿ”ธ A clear plan to protect and grow what you've worked hard building
๐Ÿ”ธ Learn practical application of financial principles from "never losing money" to strategic tax management
๐Ÿ”ธ Walk away with a plan, not just information
๐Ÿ”ธ A live Q&A where no question is "too basic"

Meet Your Hosts

We help families and working professionals understand how insurance-based strategies can fit into a broader financial plan, offering both protection and flexibility when life throws curveballs.

Victor Solorio is a 14-year financial professional and military veteran who has helped hundreds of families navigate complex financial decisions with confidence and ease.

James Dougherty

Victor Solorio

James Dougherty

Lead Presenter
CDI License #0124313
Sr. Director, Financial Services

Webinar Host
CDI License #1353430
Financial Services Associate

What our friends and family are saying...

โ€Mr. Solorio works with a high degree of professionalism and courtesy. I am recommending him to family members, work colleagues and friends.

Again, a big thank you to Mr. Solorio.โ€

- Ricardo De Alba, Attorney At Law

โ€My main takeaway was encouraging me to consider financial options. So I liked the tone of the webinar!โ€

-SY, Webinar Attendee, Bay Area, CA

Join us on Saturday, may 30th at 10:00am PST. Reserve your spot!

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