Having been in the insurance and financial services industry for more than a decade, I know how daunting a task it can be to get started.  Whether you are in the pre-license phase or are currently trying to get appointments, we want to help you achieve your goals.  Finding a mentor in the industry can often be the difference between long term success or failure.  Listed below are some examples of the areas we excel in and hopefully a spring board for where we can help you begin.

  • Are you looking for a mentor?  Someone with experience and a desire to see you succeed?
  • PROSPECTING!!  Always seems to be the hardest obstacle to tackle.  Let our innovative ideas and experience help you.
  • Are you struggling with sales ideas and concepts?  Do you just need a nudge in the right direction?
  • Forms, brochures, social media, etc..........          The list goes on and on.  Don't waste your time recreating the wheel.  We can get you branded materials with your image, logo, etc.
  • Back Office Support:  Do you have a CRM?  Do you need an admin?  Are you spending too much time away from your strengths?  E&O?

What's the Catch????

  • I am sure you are asking, how much am I writing a check for?  NOTHING
  • Am I losing my business?  NO
  • Do I have to work for them?  NO

Don't get jaded by the world!  There really are people out there that want to help.  We believe that anyone can do what we have done......therefore it isn't worth much!  We just want to help you avoid the pitfalls and go straight to the things we have already found that work.  Let our experiences and shared success catapult you to your dreams.