We incorporate training techniques in sales psychology, product terminology, and guest speaker perspectives. Through those avenues, come rigorous accountability and mentorship from those who’ve mastered the industry. With weekly training and activity tracking, one-on-one coaching, and joint-work support, you'll enjoy the benefits of being in business for yourself, but not by yourself.
Entrepreneurship often needs guidance - that’s where our mentorship program comes into fruition.
Why are we one of the leading Wealth Management Enterprises in Florida?
Because unlike others firms, our support doesn’t stop at training, compliance, underwriting, and mentorship. We open the door to the next level in your practice - an onsite marketing guru. This avenue is available to all our agents with extra perks for our elite agency leaders.
Joining our firm comes with the benefits of being part of Guardian’s prestigious network - as well as the countless recourses they provide. They have been helping people protect their future and secure their lives for more than 155 years. But most importantly, they’ve done so with an A++ financial strength score from A.M. Best, which is the highest rating possible.
Supported by the strength of a 155-year old company.
*562,934,048 Total Life Cash Value + $507.3M total Asset Under Management as of 12/31/19. Represents in force cash values for life insurance and market values of all securities accounts. Market values of securities accounts are subject to significant changes due to
market conditions. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency. Includes owners of in force life, disability income and long-term care insurance policies as well as all securities accounts.