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Isn’t it time
as hard as you do?

At Alta Vida Unlimited, we help families and businesses protect, grow, and transfer wealth — with strategies that create security now and legacy for generations.


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What do you value more — a policy, or a partner in building your legacy?

At Alta Vida Unlimited, our mission is simple: help you protect your family’s security today and create a financial legacy that lasts for generations.

We stand for integrity, personalized service, and strategies that balance growth with protection. Every client is more than a number — they’re a relationship built to last.


Start My Legacy Plan

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Cash Value Life Insurance

Build wealth you can access while living — with policies that combine protection and cash value for long-term security.
Life Insurance

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Retirement Income Strategies

Turn uncertainty into guaranteed lifetime income through tax-free options and annuities that support financial freedom..



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Business Insurance Solutions

Safeguard your business with buy-sell agreements, key person coverage, and tailored insurance solutions.



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Company Group Life Insurance

Offer employees valuable protection that fosters loyalty and helps you attract top talent.


A serene image of a retired couple enjoying a sunset view from their porch, symbolizing a peaceful and financially secure retirement achieved through strategic planning.

Tax-Free Retirement Planning

Discover how to build a retirement fund that grows tax-free — giving you more freedom, flexibility, and peace of mind during your best years.
Retirement Planning
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Alternatives to Traditional 401(k)s

Go beyond the limits of traditional 401(k)s with innovative strategies designed to maximize returns and minimize taxes — so you keep more of what you’ve earned.
Retirement Alternatives
An image of a family happily gathered, representing the legacy and financial security that can be passed on through effective retirement and estate planning.

Legacy Planning Strategies

Protect what you’ve built and pass it on tax-free. Our legacy planning ensures your loved ones are secure while your values and wealth live on.
Legacy Planning
A visual representation of wealth accumulation over time, illustrating the power of compound interest and strategic retirement planning for long-term financial success.

Wealth Creation for Retirement

Learn how to strategically grow your retirement nest egg with tax-advantaged tools and smart investments that support your long-term dreams.
Wealth Creation

What happens to your business if the unexpected happens?

Alta Vida Unlimited provides tailored insurance solutions to safeguard your company, your partners, and your people. From buy-sell agreements to key person coverage, we help you protect continuity and build a resilient future.

  • Buy-sell agreements that protect ownership transitions

  • Key person insurance to cover vital employees

  • Tailored benefits that safeguard growth & loyalty

A professional image depicting a well-structured business succession plan being presented in a boardroom, emphasizing foresight and strategic planning.

Buy-Sell Agreements: Secure Your Business’s Future

Ensure a seamless ownership transition.
Protect your business from unforeseen circumstances with tailored buy-sell agreements that preserve control and safeguard your company’s future.
Business Insurance
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Key Person Insurance: Protecting Your Greatest Assets

Guard against the loss of vital employees.
Our key person coverage provides the financial resources to navigate transitions smoothly, minimizing disruption and maintaining stability.
Key Person Insurance
An image showing a diverse team of employees working collaboratively, symbolizing the strength and stability of a business with corporate-owned life insurance.

Corporate Owned Life Insurance (COLI)

Strengthen your business with tax-advantaged growth.
COLI helps optimize your company’s financial strategy, creating a long-term foundation for stability, loyalty, and expansion.
Corporate Owned Life

Secure Your Family’s Future with Strategic Estate Planning

Estate planning isn’t just about money — it’s about peace of mind. At Alta Vida Unlimited, we help you protect your assets, reduce tax burdens, and ensure your loved ones receive a lasting, tax-free inheritance.

Our strategies are designed to simplify the complex, safeguard what you’ve built, and preserve your legacy for generations to come


  • Tax-Free Inheritance — ensure your heirs receive assets without unnecessary tax burdens.

  • Asset Protection — shield your estate from creditors, lawsuits, and legal challenges.

  • Legacy Planning — create a lasting impact that carries your values forward.

Why Choose Alta Vida Unlimited for Your Financial Future?

At Alta Vida Unlimited, we understand that financial security is more than just numbers; it’s about peace of mind. We specialize in creating tailored solutions that protect your assets, secure your retirement, and ensure your business thrives. Discover how our expertise in life insurance, retirement strategies, and business solutions can benefit you and your family.
An image of a family reviewing their financial plan with a financial advisor, symbolizing security and growth, set in a modern office.

Cash Value Life Insurance

Build wealth while protecting your family. Our cash value life insurance offers tax-advantaged growth and flexible access to funds when you need them most. Secure your family’s future today.
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An image of an elderly couple enjoying retirement on a beach, representing financial freedom and peace of mind, with a focus on relaxation and financial independence.

Retirement Income Strategies

Enjoy a retirement free from financial worries. Our retirement income strategies provide guaranteed income, reduce taxes, and ensure a comfortable lifestyle. Plan your dream retirement with us.
Learn More
An image of business partners shaking hands in an office setting, symbolizing partnership and security, emphasizing trust and collaboration.

Business Insurance Solutions

Protect your business and key personnel with our tailored insurance solutions. From buy-sell agreements to key person insurance, we ensure your business continuity and financial stability. Secure your business’s future.
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Secure Your Financial Future Today

Discover how Alta Vida Unlimited can help you protect your assets and plan your estate effectively.
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