ABOUT
ACX | IULaccount.com
We specialize in Indexed Universal Life Accounts (IULs) and retirement savings strategies / asset preservation. But we can also help you with traditional life insurance, mortgage protection, and final expense.
Our Team
Aaron Cox
Aaron Cox is a Hollywood and financial professional. Aaron has been casting TV and film projects as well as managing talent for the better part of 20 years. His desire to better serve his model and artist clients is what motivated him to become a licensed financial professional.
His initial goal, to help his Hollywood clients develop long-term retirement strategies, blossomed into a full service business in its own right. Aaron believes that generational wealth and financial preservation strategies should not be available only to the Uber elite.
Aaron has built a team of financial professionals that are available to serve you. They can assist you with traditional life insurance, mortgage protection, and final expense but, at their core, they specialize in retirement and savings strategies.
Marvin Osuna
Marvin Osuna entered the financial space right out of high school in the year 1993 as a personal banker.
He decided to specialized in IRA accounts while working at the bank for the next five years. In 1998, he aquired different licenses and certifications to develop advanced retirement portfolios for his clients. During that time, he worked with several insurance and investment companies to help his clients protect their retirement funds.
His biggest satisfaction in the business for the last 30 years has been to see his clients enjoy peace of mind as they utilize life-time income benefits. Because of the risks in the current market place, he and other professionals wrote the Book titled “Safe Money.” In 2020, during the pandemic, he decided to expand his business from the state of Nevada to every state in the country to be able to help more people with their retirement plans.
His vast experience in the retirement space and his desire to help makes him a great part of your team.
Christopher Dack
Christopher Dack is a native of Michigan and alumnus of the University of Michigan.
He worked in technology for more than 15 years, specializing in enhancing technology for users with disabilities.
In 2015, he got bit by the finance bug and has been enthusiastically developing expertise in retirement planning and investment strategies ever since. He chose to specialize in IULs because of the unique blend of advantages that they offer versus all other retirement planning tools.
He finds satisfaction in helping individuals and families set themselves up for a retirement that's worth looking forward to.
In his free time, he continues to pursue a variety of artistic projects having already authored multiple books and co-produced independent film projects. In addition, he greatly enjoys the company of his fiance, friends, and family, including two black cats.
Kyle Barnette
Kyle is native to the Bay Area in Northern California. After college and playing baseball, Kyle began his career mentoring middle school students then transitioned to the tech start-up world in the heart of Silicon Valley. Passionate about helping others, Kyle also became a licensed financial professional, specializing in assisting families to create policies for protection while building generational wealth.
His goal is to help families and children get a financial head-start in order to achieve their dreams and a tax-free retirement.
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English: 844.711.1130 ext. 1 | Español: 844.711.1130 (ext. 3)