The Only 2-Day Summit Designed to Teach First-Gen High Earners How to Replace Income, Acquire Assets, and Build Generational Wealth.
You’ve broken barriers, climbed the ladder, and hit income goals your parents only dreamed of.
You’re the one everyone calls when they need help.
But deep down, you know: making money isn’t the same as building wealth.
You’re still trying to figure out how to turn that income into real assets.
Something you can protect. Leverage. Pass down.
And truthfully? You’re doing it without a real roadmap.
That ends now.
The Cash Value Wealth Builders Summit is a 2-day, high-impact experience built specifically for First-Generation High-Income earners who are tired of surviving in silence and are ready to start building on purpose.
This isn’t another motivational seminar with hype and no help.
It’s a hands-on wealth-building weekend where you’ll get real tools, real strategies, and a real action plan to:
Protect your income
Reduce your taxes
Fund your own investments
And finally get in control of your money...for good!
If you’ve been making good money but still feel like you’re starting over every month…
This is your moment to shift everything.
To Focus on the challenges that is unique to YOU!
Your 90-Day Cash Value Wealth Plan:
A customized action map to protect your income, reduce taxes, and leverage your money to build assets.
Credit Stacking + Business Funding Blueprint
Learn how to use credit the way wealthy families do to make money, not just spend it.
Tax-Free Legacy Strategy
Discover hidden IRS codes the rich use to pass down wealth and eliminate financial risks.
How to Buy Assets Without Draining Your Bank Account
Learn how to become your own bank and finance real estate or business moves using your life insurance cash value.
Rewrite Your Family’s Financial Story
You weren’t born with a blueprint, but you’ll leave this summit with one. Everything your parents didn’t know, everything schools didn’t teach you’ll finally have the tools to build wealth that lasts for generations.
Going beyond theory. Our speakers and workshops are designed to give you practical, actionable strategies that can be implemented immediately to start or enhance your wealth-building journey.
You’ll be in rooms with people serious about wealth, purpose, and legacy. Build your network. Find your tribe. Stay accountable.
Discover how Life Insurance can offer you the financial freedom to pursue your dreams, whether that's starting a business, investing in stocks, purchase real estate, buy or invest in an existing business, to ensuring your family's future.
Learn how to craft a financial strategy that includes Life Insurance as a key component, enabling you to tackle debt, protect income, invest wisely, build legacy and provide for you and your loved ones.
Become part of a growing community that values Financial Education, Legacy Building, and Mutual Support.
I’m Jeff Moore CEO of Moore Financial Solutions, a Financial Services firm located in Mount Laurel New Jersey.
Over the past 26 years, I've been teaching and empowering my clients on how to use Cash Value Life Insurance to build wealth.
My mission is to help 5,000 individuals and families over the next 5 years build enormous Cash Value Life Insurance Contracts to Acquire Assets, Replace Income and to use as Leverage for Business Opportunities in acquiring Real Estate, Purchase Stocks, and to build Tax Free Retirement Income.
I am very passionate about what I do in teaching Financial Literacy and developing a solid Financial Strategies for my clients.
My experience throughout the last decade has been, working with High-Income Individuals, Professionals and Entrepreneurs to achieve maximum gains with my proven strategy of getting control of their money, acquiring assets, building tax-free income and creating a legacy for the next generation.
I have spoken on many stages, and on television stations, Podcasts and featured in magazines and film ( The Black Wall Street) about the benefits of having and using Cash Value Life Insurance as a Wealth Building Tool.
I am a proud graduate and a lifetime Alumni member of Penn State University where I received my bachelor's and master’s degrees. I am an avid Chess player and I've mastered the game and I have traveled extensively doing so and doing what I love.
How to Master your Money Mindset for Financial Success
How to Turn Your Knowledge into a Profitable Business
Stop making Bad Money decisions from past financial habits
How to reduce and or eliminate your taxes
Learn to build the Perfect Credit Profile
The Rockerfeller Method for Generational Wealth
How to Build the Perfect Real Estate Investment Funnel
How to Print Money in the Stock Market
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