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.


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FAMILIES HELPED SINCE 2001

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COMPANIES WE REPRESENT

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AGENTS ACROSS

THE US

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COMMISSIONS PAID IN 2021

OUR VISION


Since our founding in 2001, every decision has been guided by our mission to help individuals create the life they want to live, while protecting their loved ones and planning their financial legacy. Offering access to a diverse portfolio of insurance, retirement, savings, and wealth-building strategies, our licensed agents across North America help guide individuals from where they are to where they want to be.


MEET YOUR TEAM

Alone we can do so little,

together we can do so much

EXECUTIVE TEAM

ED
MYLETT

AGENCY CHAIRMAN

JEFF & CAM
LEVITAN

EXECUTIVE CHARIMAN

GREG & TINA
KAPP

SENIOR VICE CHAIRMAN

LEADERSHIP TEAM

JESSE & CINDY
GUTIERREZ

EXECUTIVE MARKETING DIRECTOR

JESUS & VIVIAN
VILLALOBOS

SENIOR MARKETING DIRECTOR

JAYSON & DESIREE
BOVE

EXECUTIVE MARKETING DIRECTOR

ALEX
LOPEZ

SENIOR MARKETING DIRECTOR

JOHNNY
PEREZ

SENIOR MARKETING DIRECTOR

ED & KIM
CROSS

SENIOR MARKETING DIRECTOR

SHANE & TRACEY
STYNE

SENIOR MARKETING DIRECTOR

ANDRE & AMANDA
PENNINGTON

SENIOR MARKETING DIRECTOR

NICHOLAS
MURRAY

SENIOR MARKETING DIRECTOR

OPERATIONS TEAM

MARIO LUNA

CHIEF OPERATIONS OFFICER

CERA GYDER

DIRECTOR OF CLIENT EXPERIENCE & LICENSING

WHY YOU MATTER

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

Financial Strategies
  • Financial Needs Analysis
  • Financial Goal Setting
  • Strategies to Pursue Your Goals
Estate Preservation
  • Charitable Strategies & Trusts
  • Life Insurance Trusts
  • Wealth Replacement Trusts
Business Strategies
  • Insurance Strategies
  • Retirement Strategies
  • Executive Compensation
  • Business Continuation Programs
Insurance Protection
  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
Retirement Strategies
  • Rollovers
  • Annuities
  • Traditional/ Roth IRA
College Funding Plans

Whether preparing to send a first or fifth child to college/university, we can help start saving now.

STRENGTH IN SELECTION

TRUSTED BY

Willingness to Learn

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.


Commitment to Build

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.

Some Out-of-Pocket Expenses

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.

EXPENSE BREAKDOWN

Initial Fee to Non-Licensed Associate

$125

Initial Fee to Licensed Associate

$165

Pre-Licensing Education Fee 
$20 - $250 (Costs range based on provider)
Exam Fee
$100 (approximate cost – varies by state)
E&O Costs for Life Licensed Agents
$520 Annually
Platform Fee for Licensed Agents
$15 Monthly

ONCE AGAIN,

WELCOME TO THE TEAM!

"The way to get started is to quit talking and begin doing."

-- Walt Disney

Products

Life Insurance

Annuities

Debt Management

Estate Planning


Contact

Operations Team

Licensing Team


Copyright © 2022 Elite Co.