Partners Resources

In business for yourself but not by yourself!

The independence you crave. The support you, your advisors, and your clients need. Our financial advisors get the best of both worlds. You decide how to run your practice. We back you up with business system, teams, tools, training and events to grow your success.


Professional Training and Support:

Training Workshops and Webinar


  • Product Knowledge and Underwriting

  • Financial Concept & Strategies

  • Advanced Sales and Marketing

  • Leadership and Professional Development

3 Tiers Support System for New Business and Sales


  • Field Manager Support

  • Corporate Support Team

  • Carrier Support Team


Web-based learning - Webinars on diverse topics to help you grow your business


Onsite learning - Weekly training at the corporate office on diverse topics to help you grow your practice


Best-in-class industry tools

  • Selling concepts and systems

  • Financial concept and strategy videos

  • Advisors back office and tracking system

  • Web based quoting and illustration platforms


Conferences and meetings:

Grand Recognition and Kickoff -- Our annual New Year training and recognition conference in January. We celebrate success for the previous year and provide extensive training in sales idea including leadership development for our advisors to start the year strong.


National Agent Development Summit -- Our premiere venues for sharing ideas, relationship building, networking, and agency building techniques to further achieve exponential growth and success.


Monday9:00AM - 5:00PM
Tuesday9:00AM - 5:00PM
Wednesday9:00AM - 5:00PM
Thursday9:00AM - 5:00PM
Friday9:00AM - 5:00PM