Create the Life You Want!
We’re revolutionizing the financial industry by empowering entrepreneurs to make an extraordinary impact. This isn’t just about building a business; it’s about igniting a movement of financial professionals driven by purpose and a commitment to change lives, all while leaving behind a generational legacy!
Our mission is to empower individuals with the tools, expertise, and confidence they need to excel in the world of finance. We believe that everyone, regardless of their starting point, deserves a shot at financial freedom and a life filled with purpose.
When you join our agency, you become part of a dynamic and supportive community that’s changing the game for families everywhere. Together, we’re helping people secure their financial futures, realize their dreams, and leave a legacy that lasts for generations. This is more than work—it’s a mission to turn aspirations into achievements, one success story at a time.
The Demand for Financial Services has Never Been Greater than it is Today!
Baby boomers (Those born between 1946 and 1964) are reaching retirement age in unprecedented numbers! In 2024, approximately 4.4 million baby boomers turned 65. This comes to about 12,000 people every day! This is the largest number of American’s reaching retirement age in history.
By 2030, all baby boomers will be 65 or older, making up one in five Americans.
Two-thirds of baby boomers are not financially prepared for retirement.
Two-thirds of baby boomers are not financially prepared for retirement, expecting to live solely on Social Security. This generation relied on the three-legged stool model for retirement income. (Social Security, Pension, Personal Savings). These individuals come from a generation where pensions were common, Social Security was flush, and the cost of living was manageable.
“Just 13% of all private-sector workers have a traditional pension today, compared to 38% in 1979.”
The Wall Street Journal
As 401k’s entered the picture in 1978, employers found this a much more affordable option for funding retirement plans than standard pension plans, thus swapping pensions for 401k plans. Experts agree: The Economic Policy Institute recently described 401(k) plans as “a poor substitute” for the defined benefit pensions that many workers once depended on. These traditional pensions, which guaranteed fixed lifetime payouts at retirement, have become increasingly rare. According to The Wall Street Journal, “just 13% of all private-sector workers have a traditional pension today, compared to 38% in 1979.”
The decline of pensions is concerning, given the relative instability of 401(k)s. Unlike defined benefit pensions, which offer predictable and reliable income, 401(k) accounts are subject to the fluctuations of financial markets, leaving retirement savings vulnerable to market volatility.
Younger generations planning to retire after 2035 need comprehensive guidance TODAY to secure their financial futures.
Financial services professionals are more essential than ever, stepping up to design supplemental retirement savings plans that empower individuals while safeguarding the broader economy from significant strain.
Social Security is predicted to run out by 2035, leaving anyone planning to retire after 2035 responsible for their financial futures.
What’s worse, as a massive population strains the Social Security System, the risk of it running out by 2035, as some experts predict, is becoming more likely. This leaves anyone planning to retire after 2035 in urgent need of comprehensive planning TODAY in order to secure their financial future in retirement.
What We Offer:
- Business Ownership Opportunity
This is a genuine opportunity to run your own business backed by a 100+year-old, A+ rated, multi-billion-dollar organization (Transamerica). This platform allows you to represent over 100 other A+ rated institutions, such as Nationwide, Prudential, Transamerica, John Hancock, and Pacific Life, and control your income potential and career trajectory. Also, this is an opportunity to create a lasting legacy.
2. No Prior Finance Experience Required
You do not need any prior finance experience to explore career opportunities on our team and do well in this industry. If you’re looking for a punch-in, punch-out J.O.B where you trade your time for money, this is not the opportunity for you. However, if you are someone who seeks uncapped income, flexibility, and freedom, this might be just what you’ve been looking for.
The Ideal candidate
- This role is as a business partner, not as an employee. This is not a j.o.b.
- Someone passionate about personal growth.
- Someone who values helping others.
- Someone who wants more than punching a time clock.
- Someone who sees performance-based opportunities as Freedom.
- Someone who wants to learn new things and is coachable.
- Someone who thrives outside of their safety zone.
- Someone who wants to create a generational legacy.
If the above qualities resonate with you, let’s talk!
3. World Class Training
A four-tier training program designed to get new agents to help families and generate income as soon as the first 30 days.
Our for-tier training program consists of:
- Classroom Training (Zoom) Industry professionals and senior brokers in our firm lead this training, focusing on helping you apply what you learn to grow your business. Best of all, this training is completely free! We conduct it twice a week over Zoom, covering topics such as:
- Products
- Systems
- Leadership Development
- Building a book of business
- The words of the industry
- Creating and presenting strategies
- Much more!
4. Mentorship
When did you last have a career opportunity that came with a true mentor? Not just a boss who supports you only while you’re making money for the company, but a real mentor focused on helping you succeed and start making money for yourself. This approach forms the foundation of our program and drives the success of our agents.
5. Field Training
While you’re in licensing, you’ll start field training. This is real hands-on training where you shadow client meetings and see how strategies are implemented, how trust is gained, and how the meeting should flow. This training is designed to build confidence, with the goal of you eventually working independently with clients of your own.
6. Get Paid Twice a Week
Yes, that is correct; you get paid twice a week. So, you close business, you get paid. No more waiting for two weeks for payday.
7. Minimum Start-Up Costs
The investment to start this business is $155.00 to cover the pre-licensing course, background check, and platform fees. In addition, you’ll pay for your licensing exam (approx. $100 depending on your state) and fingerprints ($20-$30). You’ll also need Errors and Omissions for about $40 a month, depending on the carrier. Compare this to becoming a realtor, which is $500-$1300 just to get licensed, then up to $10,000 in ongoing business expenses. The best part is that this business is much easier than real estate, and closing business is much quicker. Win, Win!
Mandatory Qualifications
If you don’t have a Life and Health Insurance License, you must be willing and able to study and pass the licensing exam for the state in which you reside. We will help you throughout this process so you can become completely certified within a few weeks in order to start earning.
All Candidates MUST:
– Pass a background check.
– Have a U.S. Social Security Number
– Reside in the United States or Puerto Rico
– Be 18+ years old (Federal Requirement)
If you would like to schedule a brief 15-minute phone call with us to learn more about career opportunities in finance, please follow the Calendly below and book a convenient time.
