OUR EXPERTISE
Dr. Ivan stands out for his commitment to education-first advising. He believes that when clients truly understand how financial tools work, they make better, stronger decisions. His approach is not just about managing money, but about building lifelong partnerships grounded in integrity, transparency, and trust.
STRATEGIC ASSET PLANNING
We help you maximize and protect your assets using smart, personalized strategies that align with your long-term financial goals.
RETIREMENT
PLANNING
Prepare for retirement with confidence through plans that offer security, flexibility, and protection against market volatility.
LIFE INSURANCE
(IUL FOCUS)
Secure your future and legacy with Indexed Universal Life (IUL) policies that provide tax-free growth, downside protection, and lifelong benefits.
ENTREPRENEURSHIP COACHING
Whether you’re new to business or expanding, we provide education and support to help you launch, scale, and protect your financial impact business.
FINANCIAL EDUCATION
TAX-FREE WEALTH STRATEGIES
Gain real clarity and control. We teach you how money works so you can make empowered, informed financial decisions every step of the way.
Discover how to grow and transfer wealth legally and efficiently using powerful IRS-compliant, tax-advantaged tools like IULs, annuities, and rollovers.
BE PART OF OUR WINNING TEAM!
Are you passionate about financial literacy and helping others build long-term wealth?
At Life Changing Financial Impact, Dr. Ivan leads with purpose—offering education-first mentorship, personalized strategies, and powerful tools that protect and grow wealth for individuals, families, and professionals across all walks of life.
Whether you’re a veteran, educator, entrepreneur, or someone simply ready for a new chapter—we provide the systems, training, and support to help you succeed in a growing, purpose-driven industry.
WHY JOIN US?
Meet Dr. Ivan Borrego!
Broker | Founder of Life Changing Financial Impact | U.S. Veteran
Dr. Ivan is a seasoned financial professional and U.S. military veteran with a mission to help individuals, families, and business owners protect and grow their wealth through smart, tax-advantaged strategies. As the founder of Life Changing Financial Impact, he serves a diverse community—from educators, engineers, and entrepreneurs to active-duty military and healthcare professionals—offering clarity, confidence, and control in every financial decision.
With a client-first mindset and a deep commitment to financial literacy, Dr. Ivan delivers education-driven strategies tailored to each person’s goals, values, and vision. His specialty lies in tools like Indexed Universal Life (IUL) insurance and retirement rollovers, helping clients secure tax-free growth, long-term protection, and generational legacy planning.
At the core of Dr. Ivan’s work is a powerful belief: that financial empowerment begins with understanding. Whether you’re preparing for retirement, planning for college, or just looking to make smarter choices with your money, Dr. Ivan meets you where you are and helps you build a plan that works for your future.
Let Dr. Ivan help you protect what matters and create a legacy that lasts.
If you’re interested in joining our team or learning more about financial education, please fill out the form below. Let’s work together to achieve your financial goals.
BACK TO TOP