Welcome to BrightLife Planning, LLC
Whether you're growing wealth or protecting family from unexpected costs, we provide
clear, personalized insurance strategies for every stage and every budget.
Whether you're growing wealth or protecting family from unexpected costs, we provide clear, personalized insurance strategies for every stage and every budget.
🔒 Protect What Matters Most.
Compassionate Guidance. Trusted Solutions.
You’ve Mastered Saving — Now It’s Time to Multiply Your Money
If you’re already disciplined with your money and know how to save consistently, you’re ahead of the game. Now, imagine putting those same dollars to work in a smarter way — building wealth, borrowing from yourself, and leaving a tax-free legacy.
Using a specially designed whole life insurance policy, we’ll help you implement the Infinite Banking Concept (IBC) — the same strategy used by banks and financially savvy families to keep wealth in motion.
Here’s how it works:
Grow your money with guaranteed, tax-advantaged returns
Borrow from your policy without penalties or credit checks
Create your own source of financing — for anything
Protect your family while building generational wealth
You already know how to save. Let us show you how to turn those savings
into a financial system you control.
You already know how to save. Let us show you how to turn those savings into a financial system you control.
Protect Your Loved Ones—Even If You’ve Been Turned Down Before
Final Expense insurance gives you the power to cover funeral costs, medical bills, and other end-of-life expenses—so your family isn’t left to carry the financial burden during an already difficult time.
Even if you’ve been turned down for coverage before, don’t give up. We may be able to help you qualify through a state-regulated program designed for people who’ve faced challenges getting insured in the past.
We’re here to help you:
Secure affordable coverage
that fits your needs and budget
Ensure your loved ones receive direct cash benefits when they need it most
Get expert, compassionate guidance from a licensed agent
“You’ve spent your life caring for others. Let us help you leave them peace of
mind, not a financial burden.”
You’ve spent your life caring for
others. Let us help you leave
them peace of mind, not a ''financial burden.
Clear, Confident Choices for Your Healthcare Journey
When it comes to Medicare, the options can feel overwhelming. But you don’t have to figure it out alone. We simplify the process, help you understand what you qualify for, and match you with a plan that meets your medical and financial needs.
No stress. No confusion. Just real answers, personalized support, and a plan you feel good about.
With our help, you’ll get:
Honest advice tailored to your health needs
Help enrolling in Medicare Advantage, Supplements, or Part D plans
Guidance on available extra benefits like dental, vision, and hearing
A trusted partner who walks with you — not ahead of you
Honest advice tailored to your health needs
Help enrolling in Medicare Advantage, Supplements, or Part D plans
Guidance on available extra benefits like dental, vision, and hearing
A trusted partner who walks with you — not ahead of you
You’ve taken care of others. Now it’s time to make sure you’re taken care of, too.
Why Choose BrightLife Planning?
Why Choose Bright Life &
Health Insurance Solutions?
At BrightLife Planning, integrity isn’t just a word — it’s the foundation of everything we do. We are committed to providing honest, transparent advice and personalized service that puts your needs first.
Our mission is to build lasting relationships based on trust, respect, and a genuine desire to help you protect what matters most. Whether you’re growing wealth, planning for the future, or securing healthcare coverage, we’re here to guide you every step of the way.
With BrightLife Planning, you get:
Trusted expertise from licensed professionals
Personalized solutions tailored to your unique goals
Compassionate service that listens and responds
A partner who stands by you today—and tomorrow
“Experience insurance solutions with heart and honesty. That’s the BrightLife promise.”
About Me – Katrina Williams
Licensed Agent, BrightLife Planning, LLC
Authorized Infinite Banking Practitioner, Nelson Nash Institute
Hello, I'm Katrina Williams—licensed life and health insurance agent with BrightLife Planning, LLC. I'm also an Authorized Infinite Banking Practitioner and author of Smart Money Moves.
My passion for helping families protect and grow their wealth comes from a deeply personal place. In 2021, I lost my sister to cancer. That experience fuels my mission to help others create plans that protect their families and create lasting financial stability.
Because I work with multiple top-rated insurance carriers, I am not limited to one company's products. This allows me to compare plans and find options that truly fit your unique needs and budget. Whether you're exploring whole life insurance, planning for final expenses, navigating Medicare, or learning how to build wealth through the Infinite Banking Concept, my goal is to make the process simple, straightforward, and empowering.
If you're ready to take control of your money, build wealth that you can access at any time, and create a legacy for the people you love, I'm here to help you get started the right way.
Let’s get you the right plan,
not just any plan.
Fill out the form below, and a licensed agent will reach out personally.
Which plan are you interested in? (Life Insurance, Final Expense, Medicare)
Connect With Us
© 2025 BrightLife Planning, LLC