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
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 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.
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
"The way to get started is to quit talking and begin doing."
-- Walt Disney
Products
Life Insurance
Annuities
Debt Management
Estate Planning