BECOME THE MOST SUCCESSFUL PERSON YOU KNOW, FIND OUT HOW
Feeling uncertain about securing your financial future?

From protecting your family today to planning for a comfortable retirement tomorrow, it can all feel overwhelming. Imagine having a clear, personalized plan that simplifies your choices and puts you in control. Our mission is simple: to help you understand your options, design a plan that fits your needs, and create lasting security for you and your loved ones.

Are you wondering how to secure your family’s future
or protect your savings from unexpected risks?

Our clients come to us with unique goals, and we help them tackle concerns like:

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Retirees and Pre-Retirees

Does the idea of market risks or outliving your savings keep you up at night? We offer options with secure, guaranteed income so you can enjoy your retirement worry-free.

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Parents

How would you feel knowing you have a plan in place that could fund your child’s college or even serve as a future retirement account?

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Self-Employed & Breadwinners

What would happen if your family’s main source of income was suddenly gone? We can help protect your loved ones from life’s uncertainties.

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Individuals

Have you ever thought about lifes unexpected situations? What if you get a terminal illness or need to be in a nursing home? We have solutions to help with that, our policies include living benefits, helping you access alternative care or caregiver support if needed.

Whether you’re just starting out or nearing retirement, let’s work together to design a plan that meets your financial goals and gives you peace of mind.

What we do

At 300 Financial Group, we focus on solutions that secure your future and grow with your needs.

Imagine having financial tools that not only protect your loved ones but also support your lifestyle, health, and retirement plans. Here’s how we make that possible:

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Life Insurance Solutions

What if you could have life insurance that offers more than a payout? Our policies do just that—providing not only a death benefit but also living benefits that cover health expenses and can supplement your retirement with tax-advantaged income options.
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Fixed Index Annuities

Do you want a retirement plan that’s shielded from market losses but still grows over time? Our fixed index annuities are designed to protect against downturns, providing a steady, reliable income stream so you can retire with confidence and peace of mind.

                      OUR CEO

Deana Jackson

 

In 2008, I was deep in the ICU at UCLA, working long shifts as a nurse, often on complex liver transplants. Helping patients was incredibly fulfilling, but there was this lingering question: Was there a way to have more freedom, build financial security, and create something truly my own?

One day, a financial advisor introduced me to a new path I’d never considered. I was hesitant to leave nursing—a career I had dedicated myself to—but what if this was a way to help others while also securing my own future? Just a few months later, I took the leap and became an independent financial advisor.

Fast-forward to 2016: I had built a thriving business, empowered countless families to secure their financial futures, trained new advisors, and earned industry recognition. Along the way, I met others just like me—people ready to create something lasting for their families.

My great-grandparents came to America with a dream—a belief in creating a better life. And I believe that dream is still alive for anyone willing to reach for it. For me, the financial industry opened doors to freedom and purpose, and it could be the key to your future too.

How it Works

Let’s take the confusion out of financial planning.

Contact us today to schedule a free consultation and start building a personalized plan for a secure future.

your questions answered

FREQUENTLY ASKED QUESTIONS

How can I use life insurance benefits while I’m still alive?
Imagine having access to funds when you need them most. Our life insurance policies with living benefits let you use your policy for qualified medical needs, providing peace of mind and flexibility for unexpected situations.
How do I know how much insurance I really need?
Feeling unsure about coverage amounts? We use advanced tools to create a tailored plan based on your age, health, expenses, dependents, and future goals, so you can feel confident you’re choosing the right amount.
What if my family has concerns about an annuity?
We understand annuities can seem complex. Our team will take the time to explain the benefits and address any questions your loved ones may have, empowering you to make an informed decision with their support.
Why might a Fixed Index Annuity (FIA) be beneficial?
For those nearing retirement, FIAs offer a unique combination of growth and security. If you’re looking to protect against market downturns and secure a steady income for life, an FIA might be the right choice for you.
What’s the difference between Indexed Universal Life (IUL) and Term Life Insurance?
IUL policies offer both a death benefit and the opportunity to build cash value over time, whereas Term Life is more affordable but only covers you for a set period. We’ll help you decide which option aligns best with your current goals and future plans.
Isn’t life insurance expensive?
Many people worry about the cost, but we believe everyone deserves protection. We work with a network of providers to offer options that fit a range of budgets, finding solutions that bring you the best value for your investment.