Eliminate Debt.
Build Wealth.
Retire with Confidence.
Learn smarter ways to grow your savings, lower taxes, and access cash while securing your family’s future.
Our clients eliminate debt in under 9 years and save thousands—without increasing their monthly expenses.
Discover the smarter way to financial freedom!
Surprise expenses, rising costs, high-interest loans…
It can feel like you’re always behind.
Even extra payments barely make a dent.
Now imagine having full control of your financial future. That’s exactly what SDR Wealth Solutions provides to you through the Living Benefits available in a properly structured Whole Life Insurance policy.
- Build and grow your own family bank.
- Learn the secrets of borrowing and say goodbye to high-interest loans.
- Enjoy a guaranteed rate of return, tax-free dividends, and a wealth-building policy to secure your family’s future.
Did you know...
You don't have to die to benefit from Life Insurance
Think life insurance only benefits your loved ones after you’re gone? Think again. Whole Life Insurance offers powerful financial tools you can use throughout your life, giving you access to cash value, guaranteed growth, and tax-free benefits. It’s not just about leaving a legacy—it’s about enhancing your financial security and flexibility today.
Learn about Living Benefits
Liquidity
Access your money anytime—no approvals, no penalties.
Security
Your value is protected from market volatility and economic downturns.
Guaranteed Returns
Earn steady, predictable returns every year—regardless of market conditions.
Tax Shelter
Access your funds tax-free through policy loans, fully following IRS rules.
Multiple Jobs
Do you feel like the only financial way forward is to work longer and earn more?
Read more...
Increasing income isn't always easy - or within your control.
Instead we provide you the tools needed to grow wealth by giving each dollar more than one job.
Reduce Interest
Did you know the average person loses over 34% of their lifetime earnings to loan interest?
Read more...
On average, our clients eliminate all of their debt, including their mortgage, in 9 years or less—saving thousands of dollars in interest!
Decrease Taxes
Running out of money in retirement is a common worry, and taxes often erode a significant portion of retirement savings.
Read more...
To solve this, we implement tax-advantaged strategies.
By building a personal bank with life insurance, we can legally protect your savings from taxes and provide you with tax-free income in retirement.
Numbers Speak
Average results our clients experience without increasing their living expenses
Our Testimonial
Success Stories That Speak for Themselves
Our clients come from all walks of life. Read their stories and see how they turned financial stress into confidence—and how you can too.
We were drowning in debt— 2 car loans, a mortgage, and student loans. After working with Omar, he showed us how to reroute our income using a Family Bank strategy. In just 6.5 years, we'll be completely debt-free, and we didn’t have to increase our income or sacrifice our lifestyle.
I always thought life insurance was just used for death protection until SDR opened my eyes to how whole life insurance could become a financial tool. Now my policy is growing cash value, I’ve paid off two credit cards, and I finally feel like I have control over my future.
We are in our 50s, late to the retirement planning game and worried we’d never catch up. Omar & Lari created a plan where we’ll be mortgage-free in 9 years, and we’re building a tax-free pool of money for the future. It’s like getting a second chance—without starting over.
My student loans felt like they would never go away. Omar and his team helped me set up a system that paid my loans off faster while building long-term savings. I’m in my 30s, and I finally feel ahead instead of behind.
As a real estate investor, liquidity is everything. SDR Wealth helped me structure a policy that lets me borrow against myself instead of the bank. I’ve used it to fund three down payments—and the money is still growing inside the policy. It’s the best financial decision I’ve ever made.
Your Path to Financial Freedom
01.
Knowledge
We start with a personalized meeting. This session allows you to understand the concept and how it could benefit your financial journey.
02.
Client Assessment
Next, we ask you to complete a client assessment form, helping us understand your unique financial needs and goals so we can create a plan tailored specifically for you.
03.
Strategy Design
Using your assessment, we design a custom strategy that fits your goals, needs, and budget. This strategy details the steps to set up and make the most of your personal bank.
04.
Life Insurance Application
Once you’re satisfied with the proposed strategy, we initiate the Life Insurance application process, typically taking 3-4 weeks. This step is essential to establish your financial foundation.
05.
Funding & Debt Elimination
After the policy is in place, you begin funding your personal bank and using the policy loan feature to start eliminating debt. This approach helps you redirect cash flow to build wealth.
06.
Ongoing Support & Coaching
We continue to meet periodically to provide ongoing coaching and assistance, helping you optimize your personal bank and stay on track to financial freedom.
No! Our first priority is to identify your inefficient dollars. We then redirect those inefficient dollars to provide the foundation you will use.
This allows you to maximize your financial growth without increasing your cost of living.
One of the greatest advantages of Whole Life Insurance is that you can use your cash value whenever you need it. This means you can access your funds quickly, without the approval process of traditional banks.
You are in control, and there are no penalties for using your cash.
Whole Life Insurance is a stable, conservative financial product that offers guaranteed growth. Unlike investments that are subject to market volatility, your policy’s cash value accumulates steadily over time, providing you with a safe place to grow your wealth. Additionally, our expert team is here to help you understand your financial goals and how this strategy fits into your overall plan.
Starting small is perfectly fine!
Our team will work with you to create a plan that fits your budget and financial goals. We help our clients begin with an amount they’re comfortable with, and without increasing their cost of living.
The key is to start building your wealth now, rather than waiting for the “perfect” moment.
Whole Life Insurance should be a cornerstone of everyone’s financial strategy. It provides a safe and reliable way to grow your wealth while ensuring your family’s financial security.
We can help you integrate this strategy into your existing plan, complementing other investments and savings for a balanced approach to your financial future.
A Goal without a Plan is just a Wish
Let us help you start YOUR PLAN now!