Premier 72

Build Bold. Lead Smart. Exit Strong.^™

An advisory organization helping business owners, families, and organizations build stronger foundations, protect what they have built, prepare for transition, and create lasting legacy.

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Build It Well. Protect It Properly. Hand It Over on Your Terms.

Premier 72 works with business owners, families, and organizations across three connected areas: building business and financial strength, protecting income and continuity, and preparing for transition, retirement, and legacy. Every engagement begins with education and ends in a clear, written strategy.

How We Work

One Lifecycle. Three Stages.

Build the business. Protect what it produces. Transition on your own terms. Most clients start where they already are and grow into the rest, the sequence is a map, not a requirement.

Stage 01

Build Bold

Build a Business That Can Carry Weight.

Readiness, growth, and financial discipline, built before you need them.

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Stage 02

Lead Smart

Protect What You Have Already Built.

Financial strategy, continuity, and risk, handled before it becomes urgent.

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Stage 03

Exit Strong

Leave on Your Terms, With the Value Intact.

Transferability, succession, and retirement income, prepared in advance.

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Who We Serve

Four distinct conversations. Choose the one that fits your situation.

Business Owners

Readiness, continuity & exit

Individuals & Families

Income, retirement & legacy

Organizations & Communities

Program implementation

Media / Press

Interviews & speaking

What Clients Say

Trusted by Families and Business Owners

Verified Google Reviews

"Sanja and Asa are very knowledgeable and patient and take their time to explain the ins and outs of your investment. They are good listeners and work hard for you to get you into the right product for your needs and goals. I highly recommend them."

Stacey Barrett

Review

"Outstanding knowledge and assistance. Would recommend anyone who needs assistance with retirement or money management to use their services."

Michael Hewitt

Review

"Expert assistance and budget friendly."

Enid Johnson

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A Signature Premier 72 Methodology

The Retirement Bank Method™

A New Way to Retire.

Your business is not your retirement until it functions like a Retirement Bank, producing income, holding capital you can reach, keeping decisions in your hands, and able to be handed to someone else. The method is how we work toward that structure.

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Products We Structure

A Complete Portfolio, Independently Sourced

Four core categories. Independent access to 20+ leading carriers. Education-first guidance.

Life Insurance

Term, Whole Life, and IUL, structured around income, mortgage, and legacy.

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Living Benefits

Access policy value during chronic, critical, or terminal illness, not just at death.

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Annuities

Fixed, fixed indexed, and income annuities for principal protection and retirement income.

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Business

Key-person, buy-sell, and SBA-aligned coverage for $500K to $10M revenue businesses.

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Protection & Wealth Solutions

Inside Lead Smart and Exit Strong

Six focused planning areas, each grounded in independent carrier access and structured review.

Income

Term, Whole Life, and Indexed Universal Life strategies for individuals, couples, and families, structured around your income, your obligations, and the people who matter to you.

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Keep the Business Operating When the Unexpected Happens.

Key-person, buy-sell, and SBA-aligned coverage so your company keeps moving when an owner or critical contributor is lost.

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Transfer Wealth Efficiently

Structured permanent insurance designed to move wealth efficiently to heirs, charities, and the institutions you care about.

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Cash Value Life Insurance as a Personal Financing Strategy.

Permanent life insurance designed for cash value access and long term accumulation, a planning strategy sometimes called the Infinite Banking Concept. It is not a bank or bank account.

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Tax Aware Accumulation

Permanent life insurance as one part of a broader plan for tax deferred growth, retirement income, and estate transfer, coordinated with your tax professional.

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Retirement Income Options Built Around Your Plan.

Fixed, fixed indexed, and income annuities that may provide predictable retirement income, protection from market loss, and tax deferred accumulation, depending on the contract you choose.

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Living Benefits

The Best Part of Life Insurance Happens While You're Still Living.

Modern policies include accelerated benefits for Terminal, Chronic, and Critical Illness, giving you access to your policy's value when you need it most, not just at the end of life.