Smart Financial Strategies for Investors & Realtors

Secure Your Investments. Increase Your Closings. Build Long-Term Wealth.

  • Investors: Build tax-free income, secure $10M loan protection, and protect assets.

  • Realtors: Help clients qualify faster, close more deals, and grow referrals.

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Real Estate Investors

Maximize Wealth & Protect Your Investments

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As a real estate investor, securing your financial future is just as important as building your portfolio. Our strategic financial solutions help you grow, protect, and sustain long-term wealth.

Key Benefits:

  • Tax-Free Income Streams – Build generational wealth with tax-advantaged strategies.

  • Loan Protection up to $10M – No medical exams required, ensuring seamless coverage.

  • Proprietary Digital Trust – Secure your assets and protect your real estate portfolio.

  • Living Benefits – Access financial protection in case of illness or unexpected life events.

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Realtors

Close More Deals & Increase Your Referrals

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Helping clients qualify for homeownership is challenging when high debt-to-income (DTI) ratios stand in the way. Our unique life insurance strategies improve their financial profile—without the need for a consolidation loan—so you can close more deals.

Key Benefits:

  • Lower Debt-to-Income Ratios – Use life insurance to strategically improve client finances.

  • More Home Loan Approvals – Help buyers qualify faster and increase their purchasing power.

  • Boost Your Sales & Referrals – More approved clients = more closings and referrals.

  • Trusted Financial Partnership – We provide realtors with strategic tools to help clients succeed.

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Some companies we represent

We've Got You Protected

So much more to offer.

Tax-Free Retirement

Debt Elimination

Estate & Trust

Policy Review

Final Expense

"Plant the Seeds Today, Reap a Secure Tomorrow."

Let’s Build Your Financial Future – Together

Ready for the TITUS way?

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Whether you're an investor looking to protect and grow your wealth or a realtor seeking to close more deals, our custom financial strategies are designed to help you succeed.
Schedule a Free Consultation Today!

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FAQs

Your Questions Answered - Simple, Clear, and Concise.

What types of insurance does Titus Wealth & Trust offer?

We offer personal, business, life, and health insurance, among other tailored solutions.

Can I customize my insurance package?

Absolutely. Our agents work closely with you to tailor insurance solutions that fit your specific needs.

What should I consider when choosing life insurance?

Consider financial obligations, family needs, and long-term goals. Our agents can help with detailed analysis.

How often should I review my insurance and financial plans

Review your plans annually or when significant life or business changes occur

Are there specific insurance options for small businesses?

Yes, Titus Wealth & Trust offers tailored insurance solutions for small businesses including property damage, liability insurance, and workers compensation among others. Our team can help you assess your risks and recommend the appropriate coverages.

What is the process for filing a claim with Titus Wealth & Trust

Contact your agent directly or call our customer service to begin the claim process