Our suite of financial and insurance solutions.

Our platform connects technology, expertise, and trusted carriers to deliver smarter, more flexible insurance and financial options built around your goals.

Our Solution Categories

Legacy & Succession Planning

We offer personalized solutions that help individuals protect their assets, plan their wills, and ensure a smooth transfer of wealth to their children and future generations.

Retirement Planning

With our suite of fixed retirement products, our team will build a retirement plan that aligns with your unique dreams and goals.

College Eduction Planning

We help families build flexible life insurance strategies that grow with their children, creating funds that can be used for education, milestones, and future opportunities.

Mortgage Protection

We provide mortgage protection plans designed to ensure your home and family remain financially secure, even in the event of unexpected loss.

Tax-Effective Strategies

Our permanent solutions are structured to provide long-term protection while offering the potential for tax-deferred growth and tax-free access to cash value.

Family Legacy & Estate Equalization

We’ll offer solutions that help balance inheritances and ensure every family member receives fair, lasting financial support.

Income Protection Planning

Our income protection solutions are designed to safeguard your lifestyle and financial obligations if illness or injury prevents you from working.

Critical Illness Protection

We offer plans that provide a financial safety net if a serious health event occurs, helping you focus on recovery instead of expenses.

Life Protection

Our life insurance products deliver essential coverage and peace of mind, ensuring your loved ones remain financially secure no matter what life brings.

Working with Kyle at Ninety-Nine Equity was an incredibly smooth experience. He was knowledgeable, transparent, and guided me through every step of the process. I’ve already referred several family members and would highly recommend him to anyone looking for trusted financial protection.

Faye S.

Naples, Florida

Your First Step With Us

Navigating your insurance and finances doesn’t have to be overwhelming. Our dedicated agents are here to help you understand your goals and the steps needed to achieve them. We make sure the process is clear and easy to follow.

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