Protect what you have. Build a legacy that lasts.
Clear, honest guidance for families who want to understand how the financial world actually works, and make confident decisions about the people they love.
Serving families across Ohio, Oklahoma, Colorado, Kansas, Michigan, New Mexico, South Carolina, South Dakota, Virginia and West Virginia, by phone or video.
- A plain-English review of where you stand today
- Options from multiple highly rated carriers, not one company's menu
- Someone who picks up the phone after the paperwork is done
No cost, no pressure. Just a real conversation about your family.
Thank you, friend.
Your request is on its way to Paula. She will reach out within one business day to set up a time to talk.
Need her sooner? Call or text 918-497-6805.
Licensed in 10 Statesand expanding
Independent AgencyThe Wellness Conduit LLC
Broker with GFIGlobal Financial Impact
Family Firsta grandmother who gets it
I know firsthand how hard it is to find honest guidance.
I actually got into the financial industry after navigating my own financial journey. That experience showed me how difficult it can be to find clear, honest guidance when you need it most.
It inspired me to step up and help families protect what they have, build a real legacy, and finally understand how the financial world actually works.
As a committed grandmother of two, my family is the core reason why I do what I do. They inspire me every day to build a lasting legacy, and my mission is to help you protect and empower yours.
Independent Broker with GFI Global Financial Impact
Protection and planning for every stage of family life
From your first policy to the legacy you leave behind, these are the areas where a conversation with Paula can make a difference. Available to families in all ten states where she is licensed.
Life Insurance with Living Benefits
Term and permanent coverage that protects your family, with options you can access during a critical, chronic, or terminal illness.
Tax-Free Retirement Strategies
Grow retirement savings with protection from market downturns and the potential for tax-free income later, when a policy is structured and funded correctly.
401(k) & IRA Rollovers
Move an old retirement account into a strategy designed to safeguard what you have saved and create guaranteed income.
Legacy & Final Expense Planning
Make sure the people you love are cared for and your wishes are carried out, without leaving them a bill.
College Funding Strategies
Flexible, tax-advantaged ways to set a child or grandchild up for the future, whether or not they choose college.
Business Owner Plans
Key person coverage, buy-sell funding, and succession strategies so the business you built keeps supporting your family.
Licensed in ten states, independent, and accountable to you
Paula owns and operates The Wellness Conduit LLC as an independent agency and places coverage as an independent broker through GFI Global Financial Impact.
She is licensed to write life insurance and retirement strategies in Ohio, Oklahoma, Colorado, Kansas, Michigan, New Mexico, South Carolina, South Dakota, Virginia, and West Virginia. Most families work with her entirely by phone and video, so you can meet from your kitchen table on your schedule rather than driving to an office.
GFI is a national financial services platform whose mission is inspiring families to dream again. Through GFI, Paula has access to financial education resources and a wide range of products from carriers rated A or higher. Her agency, her recommendations, and her relationship with you remain independent. Learn more at globalfinancialimpact.com (opens in a new tab).
License Information
Licensed to serve families in:
- Colorado
- Kansas
- Michigan
- New Mexico
- Ohio
- Oklahoma
- South Carolina
- South Dakota
- Virginia
- West Virginia
If you are not in one of these states, reach out anyway. Paula is adding more states and will let you know where yours stands.
Questions families ask before the first call
If yours is not here, call or text Paula at 918-497-6805
What states is Paula Holden licensed in?
Paula is licensed in Ohio, Oklahoma, Colorado, Kansas, Michigan, New Mexico, South Carolina, South Dakota, Virginia, and West Virginia. Additional state licenses are in progress. If you live somewhere else, reach out anyway and she will tell you where that state stands.
Do we have to meet in person?
No. Almost everything is handled by phone or video, whichever you prefer. Families in all ten licensed states work with Paula the same way, so where you live in the state does not change the service you get.
What does a consultation cost?
Nothing. The first conversation is free and there is nothing to buy. Paula is paid a commission by the insurance carrier only when you decide to move forward with a product, and she will tell you how she is compensated on anything she recommends.
What does it mean that Paula is an independent broker with GFI?
Paula owns her own agency, The Wellness Conduit LLC. She places business as an independent broker affiliated with GFI Global Financial Impact, which gives her access to products from many carriers rated A or higher. Because she is independent, she compares carriers and recommends the fit for your family rather than one company's product menu.
What kind of life insurance is right for my family?
It depends on what you are protecting and for how long. Term insurance covers a set number of years at the lowest cost, which suits a mortgage or the years until children are grown. Permanent insurance lasts for life and can build cash value you can use later. Many families use both. Paula walks through the trade-offs in plain English before anything is signed.
Can Paula help me with an old 401(k) or IRA?
Yes. Rolling over a retirement account from a former employer is one of the most common reasons families call. Paula reviews what you have, explains the options for protecting it from market loss, and shows you strategies that can create guaranteed income in retirement.
What are living benefits on a life insurance policy?
Living benefits let you access part of your death benefit while you are still alive if you are diagnosed with a critical, chronic, or terminal illness. Many policies include them, and some at no additional premium. It is one of the first things Paula checks on coverage you already own.
How quickly will Paula get back to me?
Within one business day of your request. If you need her sooner, call or text 918-497-6805 directly. Paula answers her own phone.
Would you rather just talk?
Call or text Paula directly, or send the short request form at the top of this page. Either way she responds personally within one business day.
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Call or text918-497-6805
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What happens nextA short call to understand your goals, then a follow-up with options if it makes sense. No obligation at any point.
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Your information stays privateIt is used only to contact you about your request and is never sold or shared.
Want to do this work yourself?
Paula is building a team of agents inside The Wellness Conduit, with training, mentorship, and help getting licensed in your state.
Questions first? Call or text Paula at 918-497-6805.