The team

Agents I've trained, and trust

Everyone on this page is an independent agent or broker who asked me to mentor them in this business, and specifically in the policy design work this site teaches: building policies that maximize what the client gets, not what the agent gets.

The list is here for two reasons. First, you might simply prefer working with someone other than me. Different personality, different time zone, different style. Any of these folks will treat you right, and I'd rather you work with one of them than not get the design done well.

Second, the uncomfortable one, so I'll say it plainly: if the day comes that I'm not around to service your policy, you shouldn't have to start over with a stranger who's never seen a high cash value design. Anyone on this page can pick up your case and know exactly what they're looking at and why it was built that way. That's part of the plan too.

Independent, like me

Reach out to any of them directly

Amit Ahlowalia headshot

Amit Ahlowalia

Chicago, IL · Licensed in IL, AK, AZ, CO, GA, KY, MI, NC, NJ, OH, SC, SD, TX, VA, WI

Amit lost his father, uninsured, one month before COVID. That set his mission: building wealth that protects the people you love. A DePaul finance grad, he focuses on tax-efficient permanent life design and policies for kids that lock in insurability early.

Email: indexedwealthllc@gmail.com Web: IndexedWealthLLC.com Book a call: calendly.com/IndexedWealth
Jing Wang headshot

Jing Wang

South Carolina · Licensed in SC, AZ, CA, NY, KS

Jing spent 14 years in corporate America, then built a real estate portfolio of single-family homes, rooming houses, and mobile home communities. That investor's eye for cash flow carries straight into her policy design work. She's an Infinite Banking practitioner, founder of ThriveOS, and works with families and business owners in English and Mandarin.

Phone: (404) 936-0916 Email: jingwang886@gmail.com Book a call: calendly.com/thriveos-jing
Carlo and Anne Viqueira headshot

Carlo & Anne Viqueira

Northern Virginia

Carlo, a US Army Infantry veteran and self-described finance geek, brings almost 20 years of real estate and stock investing experience to Net Wealth Finance, and is building FortiFI, a personal and small-business finance app. Anne, the team's licensed agent, draws on her medical and special education background to advocate for clients who hit underwriting snags.

Web: FortiFI.life YouTube: youtube.com/@NetWealthFinance Book a call: netwealthfinance.com/calendar
For agents

Want to join the team?

If you're an independent agent or broker and you want mentorship in this business, and in designing policies that maximize what the client gets, reach out. That's how everyone on this page started.

Set Up a Conversation

Not sure who to talk to? Start with me.

The needs analysis is free, and if it turns out someone on this page is a better fit for you, I'll say so and make the introduction myself. No obligation, no chase-down calls afterward. Just answers.

Book My Free Needs Analysis