The Founding 100: Building Financial Legacies Together

At the heart of our mission is a simple yet transformative idea: to revolutionize the way people think about money and empower families to build lasting financial legacies. This isn’t just about financial products or strategies—it’s about creating a movement that changes lives for generations.

To make this vision a reality, I’ve set a bold and important goal: bringing together 100 individuals who are ready to commit $15,000 annually into a whole life insurance policy—a tool that has profoundly changed my life and the lives of many others.

This goal isn’t about numbers. It’s about building a community of like-minded individuals who share the values of growth, security, and legacy. And because you’ve been such an important part of my journey, I would be honored to have you as part of this movement.

What Makes This Special

To show my gratitude and make this journey even more meaningful, I’m offering an exclusive package of benefits for the Founding 100:

1. Exclusive Equity Partnership Opportunity As one of the first 100 clients, you’ll have priority access to become an equity partner in our company as we grow and expand. This is your chance to share in our success and be part of something groundbreaking.
2. One Year of Cardone University Access ($3,000 Value) Gain access to Cardone University, one of the best resources for personal and professional growth, designed to help you achieve excellence in every area of life.
3. Charitable Donation in Your Honor To make an immediate impact, we’ll donate 10% of your annual premium to a charity of your choice—allowing this decision to create positive change for others as well.
4. Personalized Legacy Planning for Your Family I’ll personally guide you through a custom financial plan tailored to your family’s long-term goals. This includes a free family session to ensure your loved ones are fully aligned and supported.
5. Lifetime VIP Membership You’ll receive ongoing, personalized support and exclusive access to new strategies, events, and opportunities as part of our inner circle.

Why This Mission Matters

This isn’t just a business goal for us—it’s a mission born from a deep desire to help families take control of their finances, break free from traditional systems, and create something truly meaningful for future generations.

The work we’re doing has already changed lives, and I’m committed to expanding this impact. But I can’t do it alone. That’s why I’m reaching out to you—someone who understands the importance of growth, resilience, and legacy—to join me in this transformative journey.

What Whole Life Insurance Can Do for You

Whole life insurance isn’t just another financial product; it’s a cornerstone for building lasting wealth. Here’s how it can transform your financial future:

1. Guaranteed, Tax-Advantaged Growth Your cash value grows consistently and securely, no matter what the markets do.
2. Be Your Own Banker Borrow against your policy’s cash value for major expenses or investments, keeping control in your hands.
3. Generational Wealth Transfer Leave a tax-free inheritance to ensure your family’s financial security.
4. Tax-Free Access to Funds Use your policy’s cash value to fund your dreams or emergencies without triggering taxable events.
5. Peace of Mind Protect your family with financial security and create a foundation for future generations.

Join Me in This Mission

This is a deeply personal request, and I would be so grateful to have your support as one of the Founding 100. Together, we can create something truly special—not just for you and your family, but for the countless lives this work will touch in the years to come.

Let’s schedule a time to talk and explore how this opportunity can work for you. Thank you for considering this, and for being someone I can count on to help make this dream a reality.

With heartfelt gratitude,

Josh Waxman