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Transforming Financial Futures

Since 2015, we've been at the forefront of innovative financial solutions, helping thousands achieve financial freedom through AI-driven strategies.

Who Is Financial Literacy Group?

Excellence in Financial Education

The Financial Literacy Group Professional Educator™ (FLGPE) certification represents the pinnacle of excellence in financial education. Our educators undergo rigorous training and adhere to the highest ethical standards to provide you with top-tier financial guidance.

With an FLGPE, you're not just getting advice – you're gaining a partner committed to your financial success and a more secure tomorrow.

FLGPE Certification

Our Journey

The Early Days

Founded in 2015, Financial Literacy Group began with a simple yet transformative mission: to bridge the gap between the traditional financial systems and the middle-class individuals who often feel overlooked by them. Inspired by our founders' experiences and insights into the pitfalls of debt and financial instability, we set out to make sophisticated financial strategies accessible to everyone.

With a core team of financial experts and tech enthusiasts, we envisioned a platform that would not only address debt but turn it into a foundation for lasting wealth and security. By combining financial expertise with advanced technology, we launched our first solution, aimed at helping clients save on interest and eliminate debt faster than conventional methods.

Our Growth

As we refined our approach, our commitment to innovative, client-centered solutions became our hallmark. Our Guided Positioning System (GPS) debt technology and unique strategies utilizing Indexed Universal Life Insurance (IUL) policies allowed us to provide unprecedented benefits to middle-class families—helping them save significantly on interest and build generational wealth. Word of our success quickly spread, and by 2020, we had helped over 10,000 clients take control of their financial futures.

This growth enabled us to expand our team, bringing together leading minds in finance and technology. Today, Financial Literacy Group is at the forefront of financial innovation, continually advancing our methods to meet the evolving needs of our clients. Driven by our original mission, we're committed to building a financially empowered society, where financial freedom is attainable for all.

The Minds Behind Our Success

Mike Amos

Mike Amos

VP, Financial Monetary Market Analyst

Daunte Harris

Daunte Harris

VP, Technology & Operations

Ian Ejan

Ian Ejan

VP, Property & Equity Specialist

Arseniy Shapvalov

Arseniy Shapvalov

VP, Strategy & Innovation

Derryl Elliot

Derryl Elliot

VP, Organizational Developer & Coach

Lia Alieva

Lia Alieva

VP, Marketing & Communications

Samuel Sims

Samuel Sims

VP, Business Loans & Fund Raising Expert

David Weiner

David Weiner

VP, Insurance Case & Design

Jim Sonnier

Jim Sonnier

Education & Strategy

Heidi Dove

Heidi Dove

Education & Strategy

Bob Day

Bob Day

Education & Strategy

Donnise Home

Donnise Home

Education & Strategy

Ben Home

Ben Home

Education & Strategy

Tim Small

Tim Small

Education & Strategy

Ilana Amos

Ilana Amos

Education & Strategy

Ben Blakely

Ben Blakely

Education & Strategy

Wade Lassiter

Wade Lassiter

Education & Strategy

Shonna Franklin

Shonna Franklin

Education & Strategy

Suzanne Phillips

Suzanne Phillips

Education & Strategy

Carline Archie

Carline Archie

Education & Strategy

Francisco Garcia

Francisco Garcia

Education & Strategy

Brad Berstein

Brad Berstein

Education & Strategy

Greg Whitehead

Greg Whitehead

Education & Strategy

Catherine Henley

Catherine Henley

Education & Strategy

Stepheny Finnie

Stepheny Finnie

Education & Strategy

Bank Like a Bank: Revolutionary Financial Strategy

Our educators are experts in the innovative "Bank Like a Bank" strategy. This unique approach allows you to borrow against your debt, earn interest during and after repayment, all without tax implications or loan repayment obligations.

Leveraging recent changes in IRS codes 7702 and 101a, we combine GPS debt technology with specialized liquid index universal life insurance to create a powerful financial tool for your future.

Bank Like a Bank Strategy

Ready to Transform Your Financial Future?

Take the first step towards financial freedom. Get an instant assessment or schedule a free consultation with our expert educators.