How does it work?

When working with Polanco Wealth Management, we only ask a few things of our clients to simply find out more about them.

Once you answer a few basic questions, you will have the choice to either call us directly during our normal business hours, or a schedule a 1-1 direct call with one of our representatives at no expense.

Booking a free consultation in no way will commit you to sign up for a policy, we understand that insurance can be complicated. It is our goal to help you find an insurance plan to suit your needs.

Who this may be a good fit for?

Individuals ages 30–75
Families looking for long-term protection
Business owners
High-income earners exploring tax-advantaged strategies
Those curious about Indexed Universal Life (IUL) and want to learn more

Common Questions

FAQ 1: Does signing up for a free consultation mean I have to sign up for a policy?

FAQ Answer 1: No. Signing up for a free consultation does not mean you need to sign up for a policy. At Polanco Wealth Strategies, our main focus is to educate our clients and make sure they make informed decisions before they decide to move forward.

FAQ 2: How long is a free consultation?

FAQ Answer 2: Scheduling a call via Calendly will give you access to a 30-minute free consultation call with one of our specialists.

FAQ 3: What if I don’t know anything about IUL’s and just want to learn?

FAQ Answer 3: That is completely fine! We encourage people who even just have basic questions about Indexed Universal Life insurance to give us a call!

FAQ 4: How do I schedule a consultation?

FAQ Answer 4: You can either call us directly at our phone number listed above, or you can schedule a Zoom meeting via calendly.

Meet Alejandro Polanco

Licensed Life Insurance Professional

With over five years of experience serving clients across the American Southwest, Alejandro Polanco is a licensed independent life insurance professional specializing in long-term protection and wealth-focused strategies, including Indexed Universal Life (IUL) policies.

His approach is education-driven and consultative — helping individuals and families understand how these policies work, when they may be appropriate, and what factors to consider before making a decision. Every consultation is designed to be clear, informative, and pressure-free.

Alejandro is licensed to serve clients in California, Arizona, Nevada, and Oregon. Product availability and policy features vary by state.

Licensed Independent Life Insurance Agent
License #: 4452106
Licensed in: CA, AZ, NV, OR

Ready to learn more?

Feel free to book your consultation today, or call us directly!

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Licensed Independent Life Insurance Agent
License #: 4452106
Licensed in: CA, AZ, NV, OR