Wasatch Smart Finance

  Kit took the time to explain why a term life insurance policy was more cost-efficient for my small family than whole life. I was very impressed with his professionalism and... Read More quick responses. He was very helpful and easy to understand. I am very grateful to have talked to him.

  Kit gave me an excellent illustration of an Indexed Universal Life Insurance policy that will be using Option B. This will be a great supplement to my retirement.

  I wasn’t too knowledgeable about the options available that would help protect my home and provide benefits for my family, something a mortgage protection insurance may not do. When I... Read More first talked with Kit, I had no idea the options that were available to protect my home, provide my family with benefits and the ability to use those benefits as needed. There were a number of great options available to protect my home, myself if I was ever injured and even ways to simultaneously invest for my retirement. Kit was patient and explained things in detail and repeated himself until I understood. He was able to recommend things that would work for me and my goals and the nuances/better ways of setting things up such as using term life insurance instead of mortgage protection insurance.

  Kit helped me with my credit issues and explained to me how Whole Life Insurance can be used for the Infinite Banking Concept. Thank you Kit for your patience and... Read More knowledge.

  Wasatch Smart Finance's financial coaching helped me find the best way to attack my mortgage refinance. We also found the Indexed Universal Life Insurance could indeed be a good wealth... Read More transferance vehicle for me.