Free planning tools from Alek Sarkis
Know what protects your family, before you make a decision.
Run a number, learn at your pace, and talk it through with a licensed California broker when you want to.
No credit card required.
Which are you here for?
Pick a path. Each one takes about two minutes.
Why this exists
A real person to help you move forward.
Alek Sarkis is an independent insurance broker who helps individuals and families understand their options and make informed decisions. LifetimePlan brings together practical tools, useful education and a place to ask questions, so you can take your next step with more confidence.
Licensed in California · appointed with National Life Group
Everything below is free
What's included when you join.
- No credit card, ever
- Free calculators: family protection, mortgage protection, final expense and tax-free growth
- Courses on protection, your home, final expense and growing your money tax-free
- One licensed, independent broker, not a call center
- A community that has been where you are
A clearer way forward
One goal.
A plan you can act on.
Choose a goal. Explore your options.
- 01Find your starting point↗
4 free planners
- 02Build your confidence↗
23 practical courses
- 03Take your next step↗
Save your progress. Ask the team.
Plain-language, no pressure
The questions your family should never have to guess about.
Who is protected, what it costs, and what happens next. LifetimePlan turns those questions into a real number and a clear next step, on your own time.
- Protect the household. Know exactly what's covered if something happens to you.
- Keep the home. See whether your family could cover the mortgage on one income.
- Make a plan your kids can use. Leave clear answers, not a scramble.
How it works
Three steps. No pressure.
Run your number
Pick a calculator and get a real figure in about two minutes. No email needed to see it.
Learn at your pace
Save your result, then explore the free courses and tools that actually apply to it.
Talk it through
When you're ready, book a free call with a licensed broker. No pressure either way.
See it before you join
The actual tools, not a mockup.
$18,000
Coverage to look for — a real result from the calculator above.
- Set my first goal
- Finish a course
- Book my first call
- Life Insurance Without the Sales Pitch12 min
- The Family Protection Number9 min
- Tax-Free Retirement Buckets14 min
Included free
Stop guessing. Start asking.
free 15-minute strategy call, live and with a real person. Get a straight answer to your question.
No cost to join
People who get where you're going.
Connect with a community of members facing similar challenges. Post, reply, share experiences, and learn together.
$0 cost
Less overwhelm. More know-how.
23 short, practical courses you can use right away.
Free to use
Your questions deserve a conversation.
Use private messages to connect one-on-one with our team.
Included at no cost
Turn good advice into your next step.
Save your goals, organize what you learn, and track actual tasks in your personal action plan.
My Plan
- Set my first goal
- Finish a course
- Book my first call
- Meet the community
What problem are you solving today?
Your next chapter starts with a plan.
Get free tools, practical education and support for your next step.
Join freeNo credit card required.