Life Insurance Excellence

Premium life insurance optimization and cash value strategies for the discerning investor

Our Mission

To help high-net-worth clients unlock the full potential of their life insurance policies through advanced strategies and professional optimization.

Our Values

We prioritize integrity, transparency, and personalized attention. Your goals are our goals.

Our Promise

Clear communication, strategic planning, and consistent results aligned with your vision.

Rob Makki - Financial Advisor

Meet Rob

Rob Makki is a licensed, independent life insurance agent dedicated to helping families ages 45–85 get affordable final expense coverage — with no medical exam and same-day approval.

As an independent agent, Rob isn't tied to one company. He shops every top carrier — Mutual of Omaha, TruStage, Americo, Transamerica, and more — to find you the best rate for your budget. Once you're approved, your rate is locked for life. No surprises, no renewals, no rate hikes.

License & Credentials

Licensed Life Insurance Agent · NPN: 21028399 · Producer #1152841

Specialization

Final Expense Insurance · Independent Agent · Living Benefits · Ages 45–85

Direct Line

📞 313-800-7512 · Serving Michigan, Ohio, Texas, Florida, Georgia, Hawaii and more

"I work for you — not the insurance company. My job is to get your family protected at the best rate possible, and I'm always just a phone call away."

Our Track Record

Life Insurance Expertise

With over three decades of specialized experience in life insurance optimization, Rob has successfully helped thousands of high-net-worth clients unlock the full potential of their policies through advanced cash value strategies.

His approach combines deep insurance knowledge with innovative optimization techniques, policy loan strategies, and tax-efficient wealth management using life insurance as a primary wealth-building tool.

Rob's clientele includes entrepreneurs, business owners, executives, and investors across multiple industries, each seeking sophisticated life insurance solutions and cash value maximization strategies.

Total Assets Managed

$1.62B+

Families Served

1000+

Years in Service

30+

Client Satisfaction

98%

Ready to Get Started?

Schedule a confidential assessment with Rob. Let's discuss your financial goals and how SecureWithRob can help you achieve them.