Retirement Builder

John, a 45-year-old owner-operator trucker, spent years driving without the benefit of a company pension or retirement savings plan. With unpredictable pay, long hours and equipment expenses, he kept working but worried what happens when the miles stopped.

When he sat down with Leo, they addressed this head-on: how do you protect your family and build something meaningful for the future, even while you’re still running the routes today? Together they mapped out an Indexed Universal Life solution: $381.34 per month in premium, $450,000 in coverage, structured to grow alongside John’s business.

With this plan in place, John no longer sees his truck as his only asset. It’s now the engine behind a broader financial strategy. The plan gives him peace of mind knowing that if the road gets rough, his family is protected. And when the time is right, he’ll have the flexibility to turn value into opportunities of his choosing.

“I’m still driving today, but I finally feel like I’m building something beyond the next load.”