FAQs

We meet with clients (individuals, families and business owners) to help them save and protect themselves and their money.

No. We offer free consultations and free reviews on your current policy to ensure you are in the best option that will suit you and your family's needs.

As life changes — marriage, children, buying a home, college, and more — your needs change too. But has your policy kept up? Just like we update our phones, it’s just as important to update our policies to ensure they still fit our current stage of life.

That’s great! However, not all financial advisors are up to date on every tax shelter available. It’s important to diversify your retirement plan with strategies that allow your money to grow with the markets while being contractually guaranteed not to lose value when markets fall. In today’s uncertain economy, protecting your wealth is crucial. Our goal is simple: to give you peace of mind knowing the money you’ve worked so hard for stays secure. 

 No, this isn’t a pyramid scheme. Those are illegal and based purely on recruiting, with no real product or service behind them.

What we do is a legitimate business — our income comes from educating clients and helping them implement real financial solutions that fit their needs. There’s also an opportunity to grow a team, but that’s built around mentorship and helping others succeed in the same way, not just recruiting for the sake of it.

Like any business, it requires effort, training and doing things the right way. When structured properly and run with integrity, this model is a legal and proven way to build a business while making an impact.

The initial investment is $199, which goes toward launching your own business. It covers your pre-licensing courses, ongoing education, access to our back-office systems and tools and your affiliation with the product providers we partner with.

Additional state fees — such as exam, fingerprinting and application — will vary depending on your state.

We also offer a licensing reimbursement program that you may qualify for. And once you earn your professional license, it’s yours to keep, regardless of whether you continue building with us or not.

We are powered by The Broker Group (TBG), a modern IMO backed by experienced financial professionals with extensive industry knowledge. Through TBG, you gain access to competitive commission structures and the flexibility to grow your own brand. We provide training, tools and resources to help you develop your skills and build a career in financial services at your own pace. Whether you’re exploring new opportunities or looking to expand your current practice, we support you every step of the way.