About Financial Literacy Group: Transforming Financial Futures
Financial Literacy Group has helped 6,000+ families eliminate $200M+ in debt through AI-driven strategies and certified financial education — making wealth-building accessible to everyday Americans.
Excellence in Financial Education
As a certified organization by Financial Literacy Group Professional Educators (FLGPE), our in-house learning platform, we are dedicated to making advanced financial knowledge accessible to everyone.
With the FLGPE seal of quality program, we're setting a new standard in financial education, helping families learn and apply practical financial strategies.
How We Help Families Eliminate Debt and Build Wealth
Our AI-optimized financial solutions are designed to accelerate debt payoff and build lasting wealth for families across America.
Our Journey
The Early Days
Founded by Ron Harris, MBA, MBE, CFEI in Long Beach, California, Financial Literacy Group was built on a clear mission: to bridge the gap between complex financial strategies — including Indexed Universal Life Insurance, Hybrid Arbitrage, and tax-advantaged retirement planning — typically reserved for the wealthy, and everyday Americans seeking financial freedom. What started as a passion for educating communities has grown into a nationwide movement serving families across 40+ states.
Our Growth
Today, Financial Literacy Group has helped 6,000+ families eliminate over $200M in consumer debt and build lasting wealth. Our certified FLGPE program trains 25+ educators who share our vision of accessible financial literacy — equipping families with AI-driven debt technology, IUL strategies, and no-fee indexed annuities to transform their financial futures for generations to come.
$200M+
Total Debt Eliminated
6,000+
Families Served
40+
States Nationwide
25+
Certified Educators
Meet Our Leadership & Educators
Mike Amos
VP, Financial Monetary Market Analyst
Daunte Harris
VP, Technology & Operations
Ian Ejan
VP, Property & Equity Specialist
Arseniy Shapvalov
VP, Strategy & Innovation
Derryl Elliot
VP, Organizational Developer & Coach
Lia Alieva
VP, Marketing & Communications
Samuel Sims
VP, Business Loans & Fund Raising Expert
David Weiner
VP, Insurance Case & Design
Jim Sonnier
Education & Strategy
Heidi Dove
Education & Strategy
Bob Day
Education & Strategy
Donnise Home
Education & Strategy
Ben Home
Education & Strategy
Tim Small
Education & Strategy
Ilana Amos
Education & Strategy
Ben Blakely
Education & Strategy
Wade Lassiter
Education & Strategy
Shonna Franklin
Education & Strategy
Suzanne Phillips
Education & Strategy
Carline Archie
Education & Strategy
Francisco Garcia
Education & Strategy
Brad Bernstein
Education & Strategy
Greg Whitehead
Education & Strategy
Catherine Henley
Education & Strategy
Stepheny Finnie
Education & Strategy
Bank Like a Bank: Revolutionary Financial Strategy
The strategies and practices in the handbook "Bank Like a Bank" challenge traditional financial approaches by teaching individuals how to leverage the same tools and strategies that financial institutions use to build wealth. Our approach leverages Indexed Universal Life Insurance (IUL) policies, compound interest strategies, and innovative debt technology to help families build real, lasting wealth.
By exploring the power of compound interest from a bank's perspective, readers gain actionable insights to transform their financial futures — combining IUL policy strategies, IRA optimization, and our proprietary Hybrid Arbitrage methodology.
Why Families Choose Financial Literacy Group
We combine cutting-edge technology with certified expertise to deliver results that traditional financial advisors cannot match.
Frequently Asked Questions
Find answers to common questions about Financial Literacy Group, our certifications, and how we help families achieve financial freedom.
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