“Helping riders protect their freedom, their families, and their future.” — with financial strategies built by someone who rides.
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Feature
Featured Services
🏍️ THE RIDER’S LEGACY ROADMAP™
Ride Free Today. Protect Tomorrow. Leave a Legacy That Lasts.
Life hits curves. The road throws surprises. And while we can’t control every mile ahead, we can control how well we’re prepared for it.
This isn’t your typical financial or insurance plan.
This is built for riders, rebels, free spirits, and anyone who refuses to settle for a boring life or a half-baked plan.
This is your roadmap to protection, prosperity, and a legacy worth handing down.
Core Products
The Rider’s Legacy Roadmap™ isn’t a product.
It’s not a policy list. - It’s a system — built intentionally for the way riders live, earn, protect, and leave a legacy.
1. Rider Protection Plan™ &
Biker WealthGuard™
Living benefits and income protection.
Freedom-On & Off The Road: Insurance + Protection
“Because the road doesn’t give warnings — but your plan can.”
You ride bold, but your protection shouldn’t be a gamble.
This pillar builds a fortress around your income, health, and family.
What’s Included:
- Life Insurance Options (Term, IUL, Whole, Hybrid structures)
- Accident & Supplemental Health Plans
- Income Protection / Disability Shielding
- Medical Expense Gap Strategies
Why Riders Love This:
Because one bad day shouldn’t destroy everything you’ve built or leave your family scrambling.
This is your safety net that doesn’t get in the way of your freedom.
2. Open Road Retirement Strategy™
Guaranteed income + flexible planning.
Throttle-Up Retirement & Tax-Smart Growth
"Don't just retire — arrive.”
Traditional retirement planning feels like a slow ride on a flat tire.
We build strategies with:
- Tax-efficient growth
- Predictable income
- Built-in protection from market crashes
So you can keep cruising long after you hang up the helmet.
What’s Included:
- Modern retirement planning with Indexed Solutions
- IUL wealth building strategies
- Fixed & Fixed-Indexed Annuities for guaranteed income
- Tax-smart contributions for business owners & independents
Why It Works:
Because riders don’t want “maybe money.”
You want real, reliable, guaranteed income that shows up whether the market behaves or not.
3. Biker Legacy Blueprint™
Estate planning simplified for riders.
Legacy Lane & Estate Protection
“A legacy is the one ride that keeps going after you do.”
You’ve spent your life building stories, memories, wealth, and relationships.
Now make sure they transfer smoothly, privately, and tax-efficiently.
What’s Included:
- Legacy-driven life insurance structures
- Probate avoidance strategies
- Estate transfer planning
- Beneficiary audits and protection structures
- Liquidity planning for final expenses and generational gifting
Why Riders Choose This:
Because you want control over who gets what — not the courts, not the government, and not chaos.
This is how riders pass down freedom, not just assets.
4. Small Business Ride-Along™
Small Business & Entrepreneur Tools
“Own the road. Own the business. Own your future.”
A lot of riders are independent contractors, business owners, or side-hustlers.
This pillar supports the financial backbone of your entire operation.
What’s Included:
- Business tax strategy support
- Income-to-wealth conversion plans
- Executive bonus & key-person strategies
- Employee benefits & hiring incentives (optional)
Digital marketing, funnel systems, CRM, and automation tools through JKB Advisors Group
Business protection & risk management
Why This Matters:
Because a rider with a business deserves to build something that lasts — and isn’t eaten alive by taxes, liability, or bad planning.
5. Rider Ready Annual Review™
Yearly tune-up for finances, just like for a bike.
360° Rider Support: Personal Guidance & Legacy Mindset Coaching
“A real plan grows with you — just like the miles on your bike.”
This is where planning stops being “paperwork” and becomes a relationship.
What’s Included:
- 1:1 Planning & Strategy Sessions
- Ongoing reviews and tune-ups
- Personal financial coaching
- Legacy mindset development
- Support during life transitions (marriage, retirement, new riders in the family, etc.)
Why It’s Different:
Because we don’t disappear after the sale.
We ride with you — mile after mile.
Join Now and Get These Rider-Exclusive Bonuses:
🔧 Bonus #1 — The Rider Risk & Protection Audit: Rider Retirement Checklist - We review your current beneficiaries, insurance, policies, and gaps most riders never notice.
📘 Bonus #2 — The “Ride Safe, Strong, and Smart” Planning Guide - Legacy Protection QuickStart Workbook A straightforward manual for retirement, legacy, and end-of-life preparedness.
🛠 Bonus #3 — Annual Beneficiary Alignment Check, Biker Financial Goals Worksheet Make sure your assets and wishes are always in sync as life changes.
🎁 Bonus #4 — Family Legacy Call We help your family understand your plan, your wishes, and how everything works — eliminating confusion in the future.
🎁 Bonus #5 — Small Business Planning Starter Kit: Exclusive access to digital tools (funnels, automation, CRM for small business owners)
Want to Start with a Life Insurance Quote?
Jennifer Knourek
Lead Rider Advisor TM
PROCESS TO SOLUTION