Generational Wealth

Your Wealth, Your Way

At Generational Wealth Team, we believe your financial journey should be intentional, informed, and limitless. Whether you're securing your family's future, expanding your business, or exploring advanced wealth strategies. Generational Wealth puts you in control, today and for generations to come.

Take advantage of this unique opportunity

Generational Wealth

Your Wealth, Your Way

At Generational Wealth Team, we believe your financial journey should be intentional, informed, and limitless. Whether you're securing your family's future, expanding your business, or exploring advanced wealth strategies. Generational Wealth puts you in control, today and for generations to come.

Take advantage of this unique opportunity

The Wealth Behind Our Work

Core values that shape smarter financial futures.

The Wealth Behind Our Work

Core values that shape smarter financial futures.

Join a Raffle

Join our raffle to win the service of a credit coach and credit repair options who will assist with credit development, negative removal, strategies, credit building, and funding options.

Win a yacht rental for up to 10 people in Chicago, IL. Lasts 2 hours. Minimum raffle: $50. Raffle held after 40 tickets sold.

Enter the raffle to win business coaching. Get help with marketing, strategy, funding, and more. $50 per ticket.

Win a $500+ natural health and wellness value pack! Includes household and personal care items. $50 ticket entry.

Join a Raffle

Join our raffle to win the service of a credit coach and credit repair options who will assist with credit development, negative removal, strategies, credit building, and funding options.

Win a yacht rental for up to 10 people in Chicago, IL. Lasts 2 hours. Minimum raffle: $50. Raffle held after 40 tickets sold.

Enter the raffle to win business coaching. Get help with marketing, strategy, funding, and more. $50 per ticket.

Win a $500+ natural health and wellness value pack! Includes household and personal care items. $50 ticket entry.

Join a Raffle

Join our raffle to win the service of a credit coach and credit repair options who will assist with credit development, negative removal, strategies, credit building, and funding options.

Win a yacht rental for up to 10 people in Chicago, IL. Lasts 2 hours. Minimum raffle: $50. Raffle held after 40 tickets sold.

Enter the raffle to win business coaching. Get help with marketing, strategy, funding, and more. $50 per ticket.

Win a $500+ natural health and wellness value pack! Includes household and personal care items. $50 ticket entry.

Financial Advisor, Tax Strategists, Legacy Builder

Generational Wealth Team has over 18 years of experience providing vehicles for tax strategies and tax grants, asset management, retirement planning, and estate planning, business and personal credit, and business and personal coaching. My network includes more than 100 insurance companies, 100 lenders, and banks. We are aligned with providing options designed to fit the financial goals of our clients. While I am based in Chicago, I am licensed in 35 states across the country, and my parent company is licensed in all 50 states. Combining our thoroughness and resources provides reassurance to our clients knowing they have the best!

Meet Travis Morrison

Financial Advisor, Tax Strategists, Legacy Builder

Travis Morrison is a seasoned Financial Advisor and Tax Strategist with over 12 years of experience helping business owners, purpose-driven leaders, and families create and preserve wealth. Backed by partner firms with more than 60 years in the financial industry, he provides strategic guidance in tax planning, investment management, capital access, business coaching, insurance, retirement, and estate planning

Meet Travis Morrison

Financial Advisor, Tax Strategists, Legacy Builder

Travis Morrison is a seasoned Financial Advisor and Tax Strategist with over 12 years of experience helping business owners, purpose-driven leaders, and families create and preserve wealth. Backed by partner firms with more than 60 years in the financial industry, he provides strategic guidance in tax planning, investment management, capital access, business coaching, insurance, retirement, and estate planning

Your Financial Powerhouse

Explore the core services available to you through our team and membership plans.

Retirement Planning Secure the future you’ve worked for.

We help you build a retirement strategy that is flexible, tax-smart, and designed to deliver income security for the long haul.

Take advantage of this

unique opportunity

Retirement Planning Secure the future you’ve worked for.

We help you build a retirement strategy that is flexible, tax-smart, and designed to deliver income security for the long haul.

Take advantage of this

unique opportunity

Our Features

Professionalism

Responsibility

Resolution

How We Help

The Generational Wealth Team wants to encourage you to make the switch to NRG for your electric and gas service. We will grant you an AGRC$25 visa gift card as well as 5 tickets to the raffle of your choice for each service changed. You will at least save on the service. If you're not saving (for some reason), you can always switch back after 90 days.

We may also have utility grants that can lower your payments and we will also assist you if you qualify.

How We Help

The Generational Wealth Team wants to encourage you to make the switch to NRG for your electric and gas service. We will grant you an AGRC$25 visa gift card as well as 5 tickets to the raffle of your choice for each service changed. You will at least save on the service. If you're not saving (for some reason), you can always switch back after 90 days.

We may also have utility grants that can lower your payments and we will also assist you if you qualify.

The Best Retirement Plan

We have plans that will add an additional bonus to your current asset value by up to 20%. With over 100 financial companies we have the highest guaranteed income rates on the market.

✓ Protection From Stock Market Losses

✓ Accessing 401k Before Retirement

✓ Guaranteed Rates of Return

✓ Earning Higher Rates of Return

✓ Reducing Social Security and Interest Income Taxes

✓ Protecting Assets From Nursing Home Collection

Take advantage of this unique opportunity

The Best Retirement Plan

We have plans that will add an additional bonus to your current asset value by up to 20%. With over 100 financial companies we have the highest guaranteed income rates on the market.

✓ Protection From Stock Market Losses

✓ Accessing 401k Before Retirement

✓ Guaranteed Rates of Return

✓ Earning Higher Rates of Return

✓ Reducing Social Security and Interest Income Taxes

✓ Protecting Assets From Nursing Home Collection

Take advantage of this unique opportunity

Our mission is to offer our clients the most effective options to thrive during retirement.

Life Insurance & Infinite Banking, Be your own bank. Build Generational Wealth

We use high-performing life insurance policies as financial tools, enabling you to grow cash value, borrow from yourself, and gain long-term control over your finances, all while protecting your family.

Take advantage of this

unique opportunity

Life Insurance & Infinite Banking, Be your own bank. Build Generational Wealth

We use high-performing life insurance policies as financial tools, enabling you to grow cash value, borrow from yourself, and gain long-term control over your finances, all while protecting your family.

Take advantage of this

unique opportunity

Our Features

Know The Characteristics That Define Us

Responsibility

Integrity

Honesty

How We Help

Thanks for your interest in our infinite banking program which is also called tax-free retirement planning. We have some GREAT options and MULTIPLE STRATEGIES. A lot of wealthy people put their money into programs such as these. We are made up of several multi-million dollar financial institutions that will protect your funds with high returns. Some of our average returns are 7% to 16%.

A properly designed equity-indexed universal life policy can simultaneously provide greater asset accumulation and greater security than the average stock portfolio, mutual fund, IRA, or 401(k) plan. But just as you would only entrust your stock market investments to a seasoned professional, you want to purchase your equity-indexed life insurance coverage from an agent with the knowledge, experience, and insight to ensure you have the best policy for your needs. You can also use your account to fund other investments and businesses while your money is earning interest.

How We Help

Thanks for your interest in our infinite banking program which is also called tax-free retirement planning. We have some GREAT options and MULTIPLE STRATEGIES. A lot of wealthy people put their money into programs such as these. We are made up of several multi-million dollar financial institutions that will protect your funds with high returns. Some of our average returns are 7% to 16%.

A properly designed equity-indexed universal life policy can simultaneously provide greater asset accumulation and greater security than the average stock portfolio, mutual fund, IRA, or 401(k) plan. But just as you would only entrust your stock market investments to a seasoned professional, you want to purchase your equity-indexed life insurance coverage from an agent with the knowledge, experience, and insight to ensure you have the best policy for your needs. You can also use your account to fund other investments and businesses while your money is earning interest.

What We Offer

Know what we offer for you with our infinite banking program

Tax-free growth and withdrawals.

The after-death benefits of a life insurance policy for your family’s protection.

The wealth building aspects of a

stock market fund.

The security of a CD.

Tax-free growth and withdrawals.

Life insurance policy

Stock Market Fund

Security of a CD.

100 % protection against crashes and economic downturns.

Premiums can double to quadruple or more for retirement; tax-free withdrawals; BUILDING FAMILY WEALTH

Multiply your

finances

Living benefits that protect you if you are diagnosed with a critical, terminal, or chronic illness. A properly designed equity-indexed universal life policy can simultaneously provide greater asset accumulation and greater security than the average stock portfolio, mutual fund, IRA, or 401(k) plan. But just as you would only entrust your stock market investments to a seasoned professional, you want to purchase your equity-indexed life insurance coverage from an agent with the knowledge, experience, and insight to ensure you have the best policy for your needs. You can also use your account to fund other investments and businesses while your money is earning interes

t.

Protection against crashes

Multiply your finances

Living benefits

Protection against crashes

Multiply your finances

Living benefits

How would you like to combine the benefits of a life insurance policy and an investment portfolio into one wealth-building vehicle?

What We Offer

Know what we offer for you with our infinite banking program

Tax-free growth and withdrawals.

The after-death benefits of a life insurance policy for your family’s protection.

Life insurance policy

The wealth building aspects of a

stock market fund.

Stock Market Fund

The security of a CD.

Security of a CD.

Protection against crashes

Multiply your finances

Living benefits

How would you like to combine the benefits of a life insurance policy and an investment portfolio into one wealth-building vehicle?

Infinite Banking Program

Thanks for your interest in our infinite banking program, which is also called tax-free retirement planning. We have some GREAT options and MULTIPLE STRATEGIES. A lot of wealthy people put their money into programs such as these.

✓ The wealth building aspects of a stock market fund.

✓ 100 % protection against crashes and economic downturns.

✓ And More!

Let's sign you up today if you are ready to enhance your family's future

Infinite Banking Program

Thanks for your interest in our infinite banking program, which is also called tax-free retirement planning. We have some GREAT options and MULTIPLE STRATEGIES. A lot of wealthy people put their money into programs such as these.

✓ The wealth building aspects of a stock market fund.

✓ 100 % protection against crashes and economic downturns.

✓ And More!

Let's sign you up today if you are ready to enhance your family's future

Tax Strategies. Less Tax, More Traction.

Our legal, ethical tax strategies help individuals, families, and business owners reduce liability and increase savings.

Take advantage of this

unique opportunity

Tax Strategies. Less Tax, More Traction.

Our legal, ethical tax strategies help individuals, families, and business owners reduce liability and increase savings.

Take advantage of this

unique opportunity

What We Offer

Know what we offer for you with our infinite banking program

File Your personal tax return. Price range from $250-$400. Get your quote today!

File your business tax return-Price ranges from $500-$750. Get your quote today!

Apply now for 2021 Covid Tax Relief Benefits. Applicants must earn $36,000 or more to qualify for benefits. The application fee is $500 Funding fees are Deducted from the total amount of recovered funds in the amount of 20%, which are discounted by 13% for a limited time only

Search in sheet Apply now for the Business Employee Tax Credit for 2021. Processing and filling Fee-$800. Get thousands in rebates for each W-2 employee. There is a funding fee on 20% deducted from the total amount of recovered funds that is discounted by 13% for a limited time only.

Personal Tax Return

Business Tax Returns

Covid 2021 Tax Relief Benefits

Business Employee Tax Credit for 2021

How would you like to combine the benefits of a life insurance policy and an investment portfolio into one wealth-building vehicle?

Protection against crashes

Multiply your finances

Living benefits

What We Offer

Know what we offer for you with our infinite banking program

File Your personal tax return. Price range from $250-$400. Get your quote today!

Personal Tax Return

File your business tax return-Price ranges from $500-$750. Get your quote today!

Business Tax Returns

Apply now for 2021 Covid Tax Relief Benefits. Applicants must earn $36,000 or more to qualify for benefits. The application fee is $500 Funding fees are Deducted from the total amount of recovered funds in the amount of 20%, which are discounted by 13% for a limited time only

Covid 2021 Tax Relief Benefits

Search in sheet Apply now for the Business Employee Tax Credit for 2021. Processing and filling Fee-$800. Get thousands in rebates for each W-2 employee. There is a funding fee on 20% deducted from the total amount of recovered funds that is discounted by 13% for a limited time only.

Business Employee Tax Credit for 2021

What We Offer

Save Money with Us

Basic Individual tax return

Personal Tax Return With Expense Breakdown

Personal self employment tax return with expense and self employment forms

Personal Self Employment Tax Return With Expense and Self Employment Forms

Basic Business Return

Detailed Business Return

Personal Assistance with Annual Profit and loss statement - 30 minute consultation

Personal Assistance With Annual Profit and

Loss Statement

Business assistance with annual profit and loss statement - 30 mins

Annual Personal self employment Profit and loss statements/book-keeping starting

Annual Business Profit and Loss statements thru 12 months

Tax- Detailed Business Return

Annual Business Profit and Loss Statements

Detailed Business Return

Basic Business Return - Amendment

Annual Business Profit and Loss statements thru 12 months

Tax- Detailed Business Return

Personal self employment tax return

with expense and self employment forms

Personal tax return with expense breakdown - Amended

Basic Individual tax return - Amended

This is a diagnostic test to see if you have maximized your tax returns and in effort to know how much you can possibly save in addition.

Personal tax return with expense

breakdown - Amended

Annual tax review and strategy

Business Coaching & Development From Idea To Empire!

We guide entrepreneurs through every stage of business, from forming your foundation to scaling operations and structuring your finances for growth.

Start Your Business

Transformation Today!

Business Coaching & Development From Idea To Empire!

We guide entrepreneurs through every stage of business, from forming your foundation to scaling operations and structuring your finances for growth.

Start Your Business Transformation Today!

Exclusive Wealth Membership

We offer exclusive monthly membership programs that give you direct access to all our services, insider strategies, discounts, mastermind sessions, and referral earnings.

Take advantage of this

unique opportunity

Exclusive Wealth Membership

We offer exclusive monthly membership programs that give you direct access to all our services, insider strategies, discounts, mastermind sessions, and referral earnings.

Take advantage of this

unique opportunity

Our Plans

Know the monthly membership plans

✓ One Consultation per month on strategies for generational planning

✓ Life Insurance structure for the family

✓ Access to all of the services that you will benefit from

✓ Mortgage Strategy emails

✓ General Income strategies

✓ General savings strategies

✓ Receive information about strategies via email

✓ Receive discounts on any financial services that are purchased or rebates and reimbursements for membership payments

✓ Receive 10% referral fees on any affiliate referred to the company

✓ Receive information on discount platforms and points on purchase platforms

✓ Legal and estate planning strategy

✓ Tax strategies

✓ Access to Grant programs

✓ Luxury service notifications

✓ Vacation service notifications

Membership Bronze Level

✓ Same as Bronze

✓ Access to one mastermind zoom strategy meetings

✓ Access to networking events in the state and out of state

✓ Receive points towards giveaways

Membership Silver Leve

✓ Same as Silver

✓ Get access to a personal credit repair coach and credit repair service as needed for 60-90 days - after the price is $150/monthly

✓ Attend 2 zoom mastermind generational wealth meetings

✓ 2 private Generational wealth team Consultations per month if needed (15-30 minutes each)

Membership Gold Level

✓ Same as previous memberships

✓ Attend 3-4 zoom Mastermind Generational wealth meetings

✓ Up to 3 - 4 If needed private consultations @ 30 minutes on one meeting and up to 15 mins for up to 3 additional

✓ Receive business coach and business structure

✓ Receive real estate investing structure

✓ Receive billionaire tips and mentoring advice

✓ Ticket to one wealth dinner per month

✓ Obtain 2 Investment Property underwriting offers and two real estate loan structures for two properties.

✓ Access to other billionaire programs to create generational wealth

Membership Platinum Level

Membership Bronze Level

Membership Silver Level

Membership Gold Level

Membership Platinum Level

Our Plans

Know the monthly membership plans

✓ One Consultation per month on strategies for generational planning

✓ Life Insurance structure for the family

✓ Access to all of the services that you will benefit from

✓ Mortgage Strategy emails

✓ General Income strategies

✓ General savings strategies

✓ Receive information about strategies via email

✓ Receive discounts on any financial services that are purchased or rebates and reimbursements for membership payments

✓ Receive 10% referral fees on any affiliate referred to the company

✓ Receive information on discount platforms and points on purchase platforms

✓ Legal and estate planning strategy

✓ Tax strategies

✓ Access to Grant programs

✓ Luxury service notifications

✓ Vacation service notifications

Membership Bronze Level

✓ Same as Bronze

✓ Access to one mastermind zoom strategy meetings

✓ Access to networking events in the state and out of state

✓ Receive points towards giveaways

Membership Silver Leve

Membership Silver Level

✓ Same as Silver

✓ Get access to a personal credit repair coach and credit repair service as needed for 60-90 days - after the price is $150/monthly

✓ Attend 2 zoom mastermind generational wealth meetings

✓ 2 private Generational wealth team Consultations per month if needed (15-30 minutes each)

Membership Gold Level

✓ Same as previous memberships

✓ Attend 3-4 zoom Mastermind Generational wealth meetings

✓ Up to 3 - 4 If needed private consultations @ 30 minutes on one meeting and up to 15 mins for up to 3 additional

✓ Receive business coach and business structure

✓ Receive real estate investing structure

✓ Receive billionaire tips and mentoring advice

✓ Ticket to one wealth dinner per month

✓ Obtain 2 Investment Property underwriting offers and two real estate loan structures for two properties.

✓ Access to other billionaire programs to create generational wealth

Membership Platinum Level

Become a member and grow financially

Our membership starts at $49.99 a month for general emails, information by email about wealth strategies, and invitations to enhance your financial goals.

✓ We will provide tax strategies, and real estate investment strategies, among others

✓ Training and workshops for billionaires

✓ 401k and IRA information.

✓ And much more

Take advantage of this unique opportunity

Become an Affiliate. Turn your network into your net worth!

Earn $50–$1,500 per referral, plus access to tools, training, and commissions on services and memberships.

Take advantage of this

unique opportunity

Become an Affiliate. Turn your network into your net worth!

Earn $50–$1,500 per referral, plus access to tools, training, and commissions on services and memberships.

Take advantage of this

unique opportunity

How We Help

Know how the affiliation works

Become an affiliate and earn money by signing customers up for memberships.A membership fee of $249. To become an affiliate, you must provide 10% of all sales generated through its affiliate program

✓ Become an affiliate and earn money by signing customers up for memberships.

✓ Earn money every time a customer buys a service.

✓ Earn money by signing up affiliates to join our team.

Affiliate Business

Know information for affiliate business

We pair up great carriers and products with top-level experience to increase your sales:

✓ Our ADCs have a combined 99+ years of experience

✓ Case design expertise

✓ Experienced Underwriting Team to increase your placed cases

✓ Ongoing training and live webinars

✓ Discounted E&O insurance

✓ Build a team as large as you choose to

✓ Access to ALL applications with over 100+ insurance companies

✓ Access to quoting system with over 100+ Carriers

✓ CRM system to drip sequence your clients

✓ Over 10+ Lead Vendor Options (Some Extremely Exclusive)

✓ Life Insurance with every available product

✓ Medicare Supplements

✓ Medicare Advantage

✓ Long Term Care

✓ Disability Coverage

✓ Health Care Coverage

✓ Home and Car

✓ Commercial and Business

✓ Group Plans

✓ Annuity and Retirement

✓ Get exclusive Digital marketing and Websites

✓ Contract levels range from entry level to professional level (from 50% to 120% contract levels)

Insurance Agent

Become An Affiliate

Become an affiliate and earn money by signing customers up for memberships. A membership fee of $249 is required to become an affiliate, and 10% of all sales are generated through its associated plans.

✓ Become an affiliate and earn money by signing customers up for memberships.

✓ Earn money every time a customer buys a service.

✓ Earn money by signing up affiliates to join our team.

JOIN TODAY! and take advantage of the incredible benefits

Frequently Ask Questions

How can I pay less in taxes legally?

We use proven strategies like entity structuring, deductions, and credits to help reduce your tax burden, ethically and effectively.

What’s the best way to save for retirement?

It depends on your goals. We go beyond 401(k)s and IRAs by showing you options like infinite banking that give you more control and access to your money.

Is life insurance really a wealth-building tool?

Yes, when structured right. It can grow tax-free, protect your family, and even fund future investments.

The Financial Reset You’ve Been Waiting For

If you're ready to stop guessing and start building, it begins with a conversation.

Take Control of Your Financial Future!

Quick Links

Credit Enhancement

Events

Infinite Banking

Insurance Agents

Membership

Retirement Plan

Sponsorship

Tax Strategies

Utility

Vacations

Wealth Dinner Event

Wealth Packages

A.I marketing

Real Estate Investing

Grant

Corporate Credit

Herbalism

Clothing

Home Repairs

Construction Services

Home and Auto Insurance

Business and Commercial Insurance

Health Insurance

How We Help

Know how the affiliation works

Become an affiliate and earn money by signing customers up for memberships.A membership fee of $249. To become an affiliate, you must provide 10% of all sales generated through its affiliate program

✓ Become an affiliate and earn money by signing customers up for memberships.

✓ Earn money every time a customer buys a service.

✓ Earn money by signing up affiliates to join our team.

Affiliate Business

Know information for affiliate business

We pair up great carriers and products with top-level experience to increase your sales:

✓ Our ADCs have a combined 99+ years of experience

✓ Case design expertise

✓ Experienced Underwriting Team to increase your placed cases

✓ Ongoing training and live webinars

✓ Discounted E&O insurance

✓ Build a team as large as you choose to

✓ Access to ALL applications with over 100+ insurance companies

✓ Access to quoting system with over 100+ Carriers

✓ CRM system to drip sequence your clients

✓ Over 10+ Lead Vendor Options (Some Extremely Exclusive)

✓ Life Insurance with every available product

✓ Medicare Supplements

✓ MedicareAdvantage

✓ Long Term Care

✓ Disability Coverage

✓ Health Care Coverage

✓ Home and Car

✓ Commercial and Business

✓ Group Plans

✓ Annuity and Retirement

✓ Get exclusive Digital marketing and Websites

✓ Contract levels range from entry level to professional level (from 50% to 120% contract levels)

Insurance Agent

Be Part Of Wealth Dinner Event

This event will deliver comprehensive and up-to-date educational information and actionable strategies to help you intelligently protect your financial future.

✓ Discover how tax legislation may

cost your family thousands in tax dollars and what you can do about

it.

✓ How rising interest rates will affect your portfolio.

✓ Potential strategies to cover long-term care costs without expensive annual premiums.

And so much more!

Frequently Asked Questions (FAQs) about Our A.I. Marketing

What Type Of Businesses Can Benefit From This Program?

Our A.I. Marketing program is designed to help businesses of all sizes and industries achieve their marketing goals. Whether you're a startup seeking to establish your brand or an established company looking to optimize your campaigns, we can tailor our solution to your specific needs.

What Are The Key Differences Between Your A.I Marketing Program And Other Marketing Solutions?

Our program leverages cutting-edge AI technology to automate tasks, personalize experiences, and gain data-driven insights. This allows us to deliver targeted campaigns, optimize conversions, and achieve results that traditional marketing methods often struggle to match.

What Platforms And Tools Are Included In The Program?

We utilize a wide range of platforms and tools, including our proprietary Appointmate program, a custom-built CRM, leading SEO and PPC tools, email marketing software, and social media management platforms. We choose the best fit based on your specific needs and goals.

How Does The Monthly Subscription Work?

The $1,000 monthly subscription covers ongoing maintenance, campaign management, and performance optimization. This ensures your campaigns stay aligned with your goals and continue to deliver results.

What Kind Of Support Do You Offer?

Our dedicated team of experts will be available to answer your questions, provide guidance, and ensure you get the most out of the program. We offer ongoing support through phone, email, and live chat.

What Are The Next Steps To Get Starded?

Contact us today for a free consultation! We'll discuss your specific needs and goals, answer any remaining questions you may have, and provide a customized proposal to get you started on your journey to marketing success with AI.