Welcome!
Whether you're growing wealth or protecting family from unexpected costs, we provide
clear, personalized insurance strategies for every stage and every budget.
Whether you're growing wealth or protecting family from unexpected costs, we provide clear, personalized insurance strategies for every stage and every budget.
🔒 Protect What Matters Most.
Compassionate Guidance. Trusted Solutions.
Smart Wealth. Personalized for you.
If you’re disciplined with your money and already enjoy saving, you’re ahead of the curve. Now, imagine putting those same dollars to work even smarter—leveraging opportunity costs to pay off debt, invest, and grow cash value that you can access when you need it.
As your personal insurance concierge, I’ll design a life policy that aligns with and is tailored to your goals—whether that’s providing for your family, building cash value for living benefits, or creating a lasting, tax-free legacy. Using the Infinite Banking Concepts (IBC), the same strategy trusted by banks and financially savvy families, we’ll keep your wealth in motion while giving you control, flexibility, and confidence.
Here’s how it works:
Grow your money with guaranteed, tax-advantaged returns
Borrow from your policy without penalties or credit checks
Create your own source of financing — for anything
Protect your family while building generational wealth
You already know how to save. Let us show you how to turn those savings
into a financial system you control.
You already know how to save. Let us show you how to turn those savings into a financial system you control.
Peace of Mind. Protection for the ones you love.
Final Expense insurance is designed to give you and your family peace of mind. It helps cover funeral costs, medical bills, and other end-of-life expenses, so your loved ones are not left with added stress during an already difficult time.
We work with multiple state-regulated carriers to find the plan that’s right for you—offering first-day coverage and premiums that never go up. Even if you’ve been turned down before, there are programs available that may help you qualify and provide lasting protection for your family.
We’re here to help you:
Secure affordable coverage
that fits your needs and budget
Ensure your loved ones receive direct cash benefits when they need it most
Get expert, compassionate guidance from a licensed agent
“You’ve spent your life caring for others. Let us help you leave them peace of
mind, not a financial burden.”
You’ve spent your life caring for
others. Let us help you leave
them peace of mind, not a ''financial burden.
Medicare made simple. Coverage that fits Your Life.
When it comes to Medicare, the options can feel overwhelming—but you don’t have to navigate them alone.
As your personal concierge, we simplify the process, guide you through what you qualify for, and help you find the most affordable plan with the right carriers that work with your doctors, hospitals, and prescriptions.
No stress. No confusion. Just tailored solutions, personalized support, and the peace of mind that comes from knowing you’re covered.
With our help, you’ll get:
Honest advice tailored to your health needs
Help enrolling in Medicare Advantage, Supplements, or Part D plans
Guidance on available extra benefits like dental, vision, and hearing
A trusted partner who walks with you — not ahead of you
Honest advice tailored to your health needs
Help enrolling in Medicare Advantage, Supplements, or Part D plans
Guidance on available extra benefits like dental, vision, and hearing
A trusted partner who walks with you — not ahead of you
You’ve taken care of others. Now it’s time to make sure you’re taken care of, too.
Note: You can always contact Medicare.gov, 1-800-MEDICARE, or your State Health Insurance Program to help with plan choices.
Why Choose BrightLife Planning?
Why Choose Bright Life &
Health Insurance Solutions?
At BrightLife Planning, integrity isn’t just a word — it’s the foundation of everything we do. We are committed to providing honest, transparent advice and personalized service that puts your needs first.
Our mission is to build lasting relationships based on trust, respect, and a genuine desire to help you protect what matters most. Whether you’re growing wealth, planning for the future, or securing healthcare coverage, we’re here to guide you every step of the way.
With BrightLife Planning, you get:
Trusted expertise from licensed professionals
Personalized solutions tailored to your unique goals
Compassionate service that listens and responds
A partner who stands by you today—and tomorrow
“Experience insurance solutions with heart and honesty. That’s the BrightLife promise.”
About Me – Katrina Williams
Licensed Agent, BrightLife Planning, LLC
Authorized Infinite Banking Practitioner, Nelson Nash Institute
Hello, I'm Katrina Williams—licensed life and health insurance agent with BrightLife Planning, LLC. I'm also an Authorized Infinite Banking Practitioner and author of Smart Money Moves.
As your personal Insurance Concierge in wealth building and protection, I specialize in helping clients build lasting wealth, prepare for Final Expenses, and navigate Medicare with confidence. My mission is to make the process simple and empowering, so you feel cared for every step of the way.
With access to multiple carriers, I can curate solutions tailored to your unique needs—whether that’s creating liquid wealth through the Infinite Banking Concepts, securing peace of mind for your family with Final Expenses, or ensuring you have the right Medicare coverage in place.
Together, we’ll design a strategy that gives you control of your money today while building a legacy for tomorrow.
Let’s get you the right plan,
not just any plan.
Fill out the form below, and a licensed agent will reach out personally.
Which plan are you interested in? (Life Insurance, Final Expense, Medicare)
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