SOZO Capital Partners

We are as concerned for your health as we are about keeping your money safe!
Our office is cleaned thoroughly after every appointment...
Just let us know if we can provide you with a personal mask and hand sanitizer.

Watch a quick video to learn about our
"Rock Solid Retirement Income Strategy".

Peace of mind that comes with retirement income that's guaranteed to last as long as you do!

About Us

Brett Grossman | CEO
Amazon Best Selling Author

Brett Grossman is CEO of Sozo Capital Partners. His practice manages a book of business in the Financial Services industry. Together, along with his team they have worked with thousands of clients. Providing customized financial instruments in place to meet their client's economic situation and retirement planning needs. His client portfolio includes but not limited to small to medium sized businesses, entrepreneurs, startups, investors, attorneys, fortune 500 companies and middle American families across the country.

He's worked with many professionals in groups and individually who’ve gone on to have great success as business leaders in their respective communities. He's mentored, coached and educated individuals in key areas such as optimization, building distribution, marketing, operations, sales, recruiting and hiring. Grossman leads with passion and takes great pride in creating other leaders in their field.

A graduate of West Virginia University where he majored in Liberal Arts and played Lacrosse. Along with his wife Jennifer, they have two beautiful children ages 13 and 8. Brett loves the Philadelphia Eagles, competitive obstacle course racing, coaching his children in sports and spending quality time traveling the world with his family.

schedule a time to meet with Brett

Sozo Capital Partners

Sozo - Greek word translated as saved, whole, and healed.

Capital - Refers to wealth in the form of money or assets owned by a person or an organization.

Partners - The partnerships we develop with our clients and producers.

Our Services
What We Do For Clients

not all life insurance is the same - find out more

Many Traditional Life Insurance policies only payout when you Die. Did you know some life insurance policies can also provide access to death benefits while you're still living. LIVING BENEFITS not only pays when you Die, it can also help to take care of you and your family by enabling the owner to access the death benefit in the event you experience a Critical, Chronic, or Terminal Illness.

Plan For the unexpected:

1 in 2 men and 1 in 3 women will contract some form of cancer 1.
There are over 800,000 stroke victims per year 2.
Every 44 seconds someone in the U.S. has a heart attack 3.
Approximately 70% of people over age 65 will require long-term assistance during their lifetime and over 40% will need care in a nursing home 4.

1. US National Cancer Institute Surveillance Epidemiology and End Results (SEER) Database, based on incidence and mortality data for the United States from 2008 through 2010, the most current years for which data are available.
2. The Cleveland Clinic, clevelandclinic.org, 2013.
3. American Heart Association, Heart disease and stroke statistics—2013 update.
4. The National Clearinghouse for Long-Term Care Information, May 2010.

Living Benefits can help protect you and your family against financial devastation in the event of These are optimal rider to your insurance policies unlike disability, and your death benefit will be reduced if you choose to access the living benefits within a policy.

Term Life

Insurance Prepare for the future with term life insurance. Death is an emotional time for a family; the loss of income and looming threat of unpaid bills only makes it worse. With term life insurance, you can save your family from worry by providing them with a cash benefit in the event of your death, giving them the security they need to avoid serious financial problems during a difficult transition.

Whole Life

Whole life insurance is a valuable insurance product that protects an insured for their entire life. Unlike the popular and less expensive term insurance, whole life insurance remains in effect as long as the premiums are paid. While whole life insurance is much more expensive than term insurance, it does offer a number of advantages. The death benefits are paid to the beneficiary tax-free and can be used at the beneficiary's discretion.

Indexed Universal Life

Many of us have the same question and concerns for when we are older "Will I have enough money coming in each month to retire and live comfortably"? IUL's have many benefits and features besides a death benefit. IUL policies allow you to take money out of your policy when you need it without a penalty, Extend Retirement Cash Flow for up to 30-40 additional years from a traditional 401k, IRA or mutual funds.

Indexed Annuities

In today's economy, retirement income is no longer as certain as it once was. It's becoming increasingly important to have a sound financial plan in place. With an annuity, you can guarantee income for the rest of your life and enjoy your golden years without worrying about finances or burdening your family.

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