Save up to 30% on our innovative new group health plan now available to qualifying businesses with fewer than 50 full-time employees.

We'll show business owners the secret to deducting life insurance, and how we are helping highly compensated clients save thousands in taxes each year.

Learn about LIRP ... A Safe Retirement Diversification and Tax-Free Accumulation Plan.

Read Huff Po Article >>

Disability Awareness

Disability protection is possibly the most important form of income protection and easily the most overlooked. Here is some important education on the subject...

Primal Equity is an investment advisory firm supporting business owners, professionals and families. We specialize in executive and group benefits, advanced life insurance design, disability planning, long term care planning, succession plan funding, and retirement income.