Protect the Ones you Love!
Where Ambition Meets Abundance
NEWSLETTER
FEB 2026
Protect the Ones you Love!
Love is in the air! We hope you can feel it. Our team is bringing that Dynamic type of Love, and it's not just for one day a year. We are here to be a light and help you protect your family for generations to come. This February, consider giving the gift of legacy—a life insurance policy that ensures your loved ones are protected no matter what. It's more than just a policy; it's peace of mind, a foundation for your family's future, and a tangible expression of your love. Ready to explore your options? Schedule a free financial consultation with us and let's create a protection plan that fits your family's unique needs. ~Tracy Wilson
SPECIAL ANNOUNCEMENT:
I'm deeply honored to share that I received the Daily Point of Light Award from Points of Light, the world's largest organization dedicated to volunteer service. Founded by President George H.W. Bush in 1989, Points of Light recognizes individuals who are making an extraordinary impact through sustained community service. With my service spanning across financial education, youth mentorship, community development, and more—service has become my lifestyle. As a Volunteer
Advisor on the Greater Lodi Area Youth Commission since 2023, I've had the privilege of mentoring young people while serving families across every community I've called home. I invite you to read my full feature on the Points of Light article to learn more about my journey and my commitment to service and empowering our next generation of change makers! Read more here I AM A LIGHT→
This is our favorite part, where it is all about you! Each month we highlight a business, organization, or an individual that is making an impact on the community! Do you know someone making a difference? Be the first to nominate someone for March.
Share with us here, so we can celebrate them!
When ' I love you' wasn't enough
April thought she had more time. At 38, with two kids under 10 and a mortgage they'd just signed, life insurance felt like something for "later." Mark had basic coverage through work—enough to cover the funeral, maybe a few months of bills—but they'd been meaning to get a real policy that would actually protect their family if something happened. It kept slipping through the cracks. Between football practice, work deadlines, and everyday chaos, it was always "next month." Three months later, Mark collapsed at his daughter's birthday party. A sudden heart attack took him before the ambulance arrived.
Now April works two jobs to keep the house her kids have always known as home. Her daughter had to quit dance because the lessons weren't in the budget anymore. College funds? Gone—drained just to catch up on bills and keep the lights on. The cruelest part?
A personal policy with real coverage would have cost them less than $60 a month. Less than their streaming subscriptions. Less than date nights they never got around to taking. And it would have been theirs—protected, unlike work policies that end when you're no longer with the job. Now April is struggling with a GoFundMe, relying on the generosity of others. April would give anything to go back and make that call. Because love isn't just what we say—it's what we do to protect the people who can't protect themselves. Don't let "I'll do it later" become "I wish I had."
"P.S. This February, don't just say 'I love you'— cover them, and protect them. Schedule your complimentary consultation before Valentine's Day and get PRIORITY Booking."
Life Insurance Can Pay You While You're Still Alive
Most people think life insurance only pays out when you die. But certain policies build cash value you can borrow against tax-free while you're living - for emergencies, retirement income, or even your kid's college tuition. It's like a safety net that works double duty: protecting your family if something happens to you AND building a tax-advantaged asset you can access when life happens.
The key? Starting early. The younger you are, the more time your cash value has to grow. It's not just about leaving a legacy - it's about building financial flexibility for the life you're living right now.
No more Go Fund-ME's. "God bless the child that's got his own"~ Billie Holiday
📖What Does Legacy Mean to You?
"A good person leaves an inheritance for their children's children." - Proverbs 13:22
Legacy isn't just about money - it's about the values, wisdom, and foundation we pass down. Biblical stewardship reminds us that everything we have is a gift meant to be managed well and shared generously. This month, as we celebrate love, consider what you're building that will outlast you - not just financially, but spiritually, and in the relationships you have. The greatest inheritance is a life well-lived that inspires the next generation.
✅ Free Financial Literacy Workshops - We bring education to your church, nonprofit, or community group at no cost
✅ Free Policy Reviews - Comprehensive family coverage analysis with zero obligation
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