Your decision to come on board is the first step toward helping you building the life you’ve always wanted for you and your family. Now, you have the opportunity to provide a valuable service to many individuals and families who dream of achieving financial independence. You can help people from all walks of life have better tomorrows, while achieving your goals and dreams as well.
FAMILIES HELPED SINCE 2001
COMPANIES WE REPRESENT
AGENTS ACROSS
THE US
COMMISSIONS PAID IN 2021
MEET YOUR TEAM
Alone we can do so little,
together we can do so much
EXECUTIVE TEAM
LEADERSHIP TEAM
OPERATIONS TEAM
CHIEF OPERATIONS OFFICER
DIRECTOR OF CLIENT EXPERIENCE & LICENSING
THE NEED HAS NEVER BEEN BIGGER
HOW WE HELP
our array of products and services are as
diverse as the needs of who we serve
Whether preparing to send a first or fifth child to college/university, we can help start saving now.
STRENGTH IN SELECTION
TRUSTED BY
Studying and preparation are necessary to join the thousands of agents who pass their licensing exam. Many of our agents earn their license within 2 to 4 weeks, but you set your own timeline – you control the pace!
During this time, you will learn about the products and services you can offer, and build a foundation of knowledge that you can share with your clients and provide them with fair and sound support in the years to come.
As most of our agents will tell you, starting and growing any business, but particularly in financial services, isn’t always easy, but it is immensely rewarding. No one is expecting overnight success, so go at your own speed and build the business as big as you want it to be. You’ll be surrounded by people whose footsteps you can follow.
You can also start - and keep - your business as a part-time opportunity, or you can go full time. The decision is completely up to you.
Starting a business does incur some costs, but we try to keep these expenses as low as possible, especially when compared to others in the industry.
Initial Fee to Non-Licensed Associate
$125
Initial Fee to Licensed Associate
$165
"The way to get started is to quit talking and begin doing."
-- Walt Disney
Products
Life Insurance
Annuities
Debt Management
Estate Planning