Kal Reece

Your Life. Your Legacy. Protected.

At every stage of life—whether you're nearing retirement, securing income, or planning your legacy—your financial peace of mind matters. As a tenured insurance broker, it becomes my job to assist. I specialize in crafting guaranteed retirement income strategies, living-benefit life insurance, Medicare planning, and life settlements that bring clarity, security, and prosperity to you and your loved ones.

My passion is simple: helping individuals and families create a foundation of lasting financial advantages. I work closely with each client to design personalized plans that protect what matters most—your income, your health, and your family’s legacy.

Whether you're prepping for tomorrow or securing today, I’m honored to guide you with honesty, care, and a concierge experience. Together, let’s make your life remarkable.

Income Planning

Investments can be used to help build a guaranteed income stream or a retirement nest egg.

Insurance Planning

Protect What Matters Most!
Life insurance may be one of the most important purchases you'll ever make.

Tax-Free Retirement

Planning for retirement? Concerned about the amount of taxes you will have to pay on your investments?

 

What my clients are saying about me!

I was retiring and not sure what to do with my 401K. I found Kal and it felt like he had my back from Day One. Together, we discovered solutions that not only gave me advantages but secured my peace of mind. Market dips don’t scare me anymore and I know the money will keep coming for as long as I need it to.

L. Watson, 65

At first, we were overwhelmed by our options, but Lifeguard made it simple and affordable. Everything was done in less than 2 hours.

P. Norman, 35

Now here’s an company that returns calls and takes time to listen to me. They put my needs, and my concerns, first.

S.Atheno, 48

My retirement account was good, but Kal made it great! My fees were lowered and my daughter gets twice as much when I pass. He also explained things simply and clearly for a layman such as myself.

P. Kenison, 82

I lost a lot of money in my 401K. Since meeting with Kal I now have safety and solid guarantees on my retirement income. The feeling that creates is priceless!

B. Ipsan, 69

My agent is always there, and always with quick solutions. I’ve recommended him often.

J. Talbott, 51

We feel more covered now than with our other policies…and we saved money!

B. Mari, 32

I needed money and was about to surrender my policy. Kal found me several thousand for a policy which otherwise had zero value. Thanks Kal!

B. Smith, 34
Download our Free Book

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This informative book, written by America's foremost IRA expert, David F. Royer, is designed to help those who are retired, or are planning for retirement, take full advantage of the new tax rules.

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