After speaking with my clients over the years, I soon discovered that there had to be better way to protect their retirement savings from market fluctuations.

In 2008 I saw the devastation in many individuals portfolios and as a result I felt that there had to be a way to allow my own clients to take advantage of market gains while keeping protected from market downturns. I found that there was a product that was implemented in 1995 that allows for tax deferral, safety, with protection of principal, thus we partnered with different companies to offer as many different options to suit each individual’s needs with the resources to explore all possible scenarios. That is why I love what I do, despite the traditional rhetoric.

I soon realized that my clients were looking for answers and they needed honest advice with none of the “financial” language. I look forward to the opportunity to assist you and yours in helping you find a solid platform for a happy and prosperous retirement.

Jeshua has been married for 16 years to his beautiful wife Sarah who has been teaching at Monroe Central Schools Corp. for over 10 years. They have a son, a daughter and a dog named Bella. Jeshua and his family love to take little trips and enjoy working and being outside. Family is very important to Jeshua and he loves hosting cook outs and having family and friends over.

Jeshua Morgan

• Graduate of Ball State University


• Indiana Health/Life Insurance/Medicare Producer License Designations


• Senior Benefits Licensing designations for Medicare Products