Transforming the financial industry
Who we are
Our goal is to make the retirement and income planning process as easy and pain-free as possible.
We’re an independent field marketing organization (FMO) specializing in annuities, life insurance, disability income, long-term care, and asset-based solutions. In addition to connecting you with the nation’s largest carriers, we also provide marketing and branding services to help you grow your business.
We’re not like most FMOs. We don’t use fear-based tactics. We don’t tolerate cut-throat competition, we don’t affiliate ourselves with anyone who doesn’t align with our values.
Our mission
Our mission is to change the financial and insurance industry from the inside out by bringing love, compassion, and kindness to our business interactions. We’re not in it for the money. Instead, we’re motivated by helping others. We seek to bring a deeper meaning to the insurance and financial services sector by guiding people of all backgrounds and needs toward financial freedom.
Join us in changing our industry for the better.
Who we serve
We provide annuity, life, disability, long-term care, and asset-based long-term care solutions to registered investment advisors (RIAs), investment advisor representatives (IARs), and independent insurance agents who specialize in comprehensive and holistic income planning.
We care deeply for the people we work with, and this shows in everything we do.
