Be Your Own Bank With Brandon E. Beal & Beal Financial Group


PUBLISHED: October 9, 2022
Be Your Own Bank With Brandon E. Beal & Beal Financial Group

Brandon E. Beal, a retired college and professional athlete, grew up in a household of athletes. He believes there’s no difference between winning in sports and winning in business—as long as you follow the laws of hard work, determination and perseverance, which he learned and pursued at a young age. Beal also believes every family deserves a hero—fortunately, he is his family’s hero.

Beal is the CEO of Beal Financial Group, an insurance agency that educates the public on the importance of financial literacy, building generational wealth and retirement preservation. This is possible through wealth accumulation plans and cash value, life insurance policies—mainly Index Universal Life (IUL) policies—and financial products that most Americans aren’t aware of. According to Beal, his clients are forever grateful for being taught something they wish they had learned decades ago.

There are four main components of IUL policies that all families should know. To start with, there is no risk of loss due to a volatile market as can be the case with a traditional 401(k) or IRA. Second: great growth. On average, IULs return 8-10% annually. Third, unlike most IRAs and 401(k)s, you can access your cash as early as year two without penalties, fees and taxes. This is huge because it’s your money, and you should have access to it. Eventually, the accumulation and income IULs provide is 100% tax-free, thanks to IRS tax code 7702. 

Together with his wife, Ashley, who doubles as Beal Financial Group’s cofounder, Beal takes great pride in making sure clients understand the value of these plans.

“We show… people that there are more ways to earn a living than the traditional 9-to-5,” says Beal. “We show people how they can start building and achieving their own dreams by becoming financial professionals within our firm, which is one of the fastest growing firms in the country right now.” 

Beal could not hold his joy when he and Ashley hit six figures within 90 days in their second year of service to families in Southern California, Arizona and Nevada. He mentioned that it was a big deal for them as no one in the company had ever achieved that before. Even though it has become a little more common to achieve this nowadays, Beal Financial Group considers itself a trailblazer in that regard.

“You are your own boss here, setting your own schedule as you see fit,” Beal adds. “All a person needs is the proper licensing, which we walk our reps through on how to obtain… Our firm pays our reps in so many different ways it’s almost unreal. I’ve never seen another company pay their reps three times per week from so many different avenues.”

Beal’s dreams and aspirations are plain and simple. He wants to take Beal Financial Group to new heights with 1,000-plus agents nationwide earning more than $100,000 per year and more than 100 agents earning over $1 million per year within the next 3 years. 

“I look forward to doubling these numbers within the next 5 to 7 years,” Beal says. “I want to see more and more people creating crazy financial freedom and independence for themselves and their families.”

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