The Ambitious Agent

To the ambitious, seasoned agent who is ready for a change!

You've put in the work, passed the tests, and proven you have what it takes. But is your current agency truly empowering you, or is it holding you back? We've built a modern insurance agency designed for leaders like you—those who are ready to own their success, not just rent it.

Do Any of These Sound Familiar?

If any of these resonate, you may have reached the ceiling of your current opportunity. But the truth is, the only thing holding you back is your business model. You have the power to change your trajectory, and we have a proven path to help you do it.

Chasing Expensive,

Low-Quality Leads

Are you tired of chasing expensive, low-quality leads and fighting for scraps?

Unfair Commission Structure

Is your commission structure rewarding your manager more than you?

Limited Product Portfolio

Are you selling a handful of products from a single carrier, leaving money on the table every day?

Your Onboarding: The First 30 Days

The journey from a licensed agent to a powerful partner is a matter of discipline and commitment.

A Non-Negotiable Prerequisite

This opportunity requires at least 20 hours a week on sales calls. Your schedule is flexible, but this commitment separates the ambitious from the curious.

Step 1: Get Contracted (1 to 3 Weeks)

Step by step guide to building your business

Step 1: Get Contracted (1 to 3 Weeks)

Once you've passed our screening process, we will assist you in getting contracted with our network of top-tier carriers. We will also recommend states where our data shows the highest probability of success for cross-licensing. You are responsible for the fees, typically no more than $300, for these additional state licenses.

To become contracted, you must purchase Errors & Omissions (E&O) insurance. We will assist you in finding the right policy, a typical investment of around $36 to $75 per month, depending on your current volume. You are responsible for covering this cost.

Step 2: Begin Your Training (2 Weeks)

Complete your training suite and daily sessions

As soon as you are contracted, you will be enrolled in our training portals. We require you to attend our daily live training sessions as well as our video sessions. Your active participation is critical to your success. Our expectation is that you will complete the full training suite within two weeks.

Step 3: Begin Selling (Alongside Training)

Start building your business immediately

Your training and sales efforts will happen in tandem. You will begin selling and building your business immediately after you are contracted and will use the training to refine your skills as you go.

Your 4-Month Sales Path

Your blueprint for success designed to make you a sales superstar, wherever you start.

With your foundation set, we ll discuss your goals, products, and lead types—then map out a clear financial pathway with the numbers and expectations to get you there.

From day one, we ll help you access discounted leads for mortgage protection, IULs, annuities, and more—or start with your own leads, supported every step of the way.

Training will always be present for you to attend and a community and leadership willing to help you.

You have already built a foundation. Your partnership begins with an immediate conversation about your desired products and lead types. We will work closely with you to determine your goals and structure the financial pathway to get there, laying out the numbers and expectations needed to achieve that goal.

We will assist you in acquiring discounted leads for mortgage protection, IULs, annuities, or any other product in our comprehensive portfolio from day one. You have the freedom to begin selling with your own leads, or with our provided leads, at your own pace, with our full support and resources behind you.

Training will always be present for you to attend and a community and leadership willing to help you.

Your Compensation

Your pay reflects your effort and skill the more you produce, the more you earn.

We will detail our aggressive and lucrative compensation model during your interview. We know you understand that different product lines and client volume lead to various income levels. Our model is built for long-term, sustainable profitability, with uncapped earning potential for top performers.

It is a system designed to reward your drive and ambition without limits.

The Path to Greater Income

Higher percentages for top performers

For our most successful partners, we offer the opportunity for an even higher percentage of commission per sale as your volume grows. This is based on two key factors: a rising sold monthly sales volume and a persistency rate of 80% or higher. 

(Persistency, meaning the percentage of clients who continue to pay their premiums, which in this case means 80% of the people you sell to finish out their agreement with the carrier.)

Plan to build a solid foundation in your first year and grow to a level beyond where you are today. Your second year is usually where we see most people go beyond what they expected. Remember, you are building a business, not a job. You will be your own boss and make your own decisions.

The entire process, from your first day to your first sales appointment, should take under 30 days, possibly within 14. This is a challenging journey, and it is not for the faint of heart. But if you have the grit, determination, and desire to win, the rewards are unlimited!

Before You Schedule: Some Final Words

Who This Is For

Only proven sales superstars—or those with the drive and ambition to become one.

Beyond Just a Job

This is for those who want more than a paycheck— individuals ready to build a financial empire.

Communication Strength

Persuasive, confident communicators who handle objections calmly and close with win-win outcomes.

Resilient & Receptive

Open to feedback, unshaken by pushback, and persistent in guiding clients.

Purpose Driven Success

Motivated by genuine care for people and committed to making a real difference.

Ready to Build Your Legacy?

Don t wait for your dream career to find you. Take the first step toward building your legacy. The complete partnership pathway awaits you.

Remember:

Plan on your first year to build a solid foundation and make a living. Your second year is when you can truly take your income to the level you desire. You are building a business, not a job