Octopode Life

Fun financial education? YES it's possible! For beginners & advanced financial planners who want to learn smart financial planning for retirement (and beyond).

There are so many options for maximizing your investment power...each with different tradeoffs and tax advantages. Understand those and more, right here with Spencer, CLU & expert financial planner.

We teach about everything, but we specialize in:

🌱 Personal Financial Plans...NO PERCENTAGE FEES.
💰 LIRPs = Life Insurance Retirement Plans TAX-FREE RETIREMENT INCOME.
💸 Annuity Maximization = Multiply your annuity value TAX-FREE FOR BENEFICIARIES.

Have questions? Get in touch—we love talking to people!