No matter what you call yourself – advisor, wealth manager, financial planner, RIA, CPA, retail banker or center of influence – we give all kinds of financial professionals the tools and, more importantly, the people to secure your client's future. Life insurance. Annuities. Long-term care. Disability insurance. Whether you're a seasoned pro or new to the insurance business, you'll find your fit here.
We'll help you find some friendly faces who can answer your questions or get you to someone who can.
Register for one of our upcoming live events. Our featured speakers will be available to answer your questions and help you put the ideas into action.
In just 90 minutes, you’ll get updates on the current LTC landscape, when to bring experts into the conversation, prospecting and prescreening tools, funding strategies and tips to get a long-term care case over the finish line.
Clients need help both planning for their financial future and finding purpose in retirement. Acclaimed author and speaker, Joe Jordan, will present his keynote to help you overcome obstacles and succeed during the best time to be in this business.
Maximize your legacy by using a joint-and-survivor immediate annuity. See how one couple was able to turn a $250,000 value into a $462,298 tax-free benefit for their children and grandchildren.
Protect your client's most valuable asset – their ability to earn a consistent paycheck
We're an education company. You don’t earn success by staying where you are. It’s always time to grow, and we have ideas for how to do it.
The whole company is a class act — from receptionists to anyone who answers the phone in any specific department. Keep up the great work!
Always super prompt. Always helpful. Always exceptionally speedy answering my questions and lending me any support I need.
