News
Advice, industry updates, event recaps, and more
Tech-driven triumph: Revolutionizing insurance wholesale organizations for independent advisors
Greetings, trailblazing visionaries of the insurance wholesale industry, specifically those dedicated to serving independent insurance professionals seeking life insurance, retirement income, and...
From scratch to success: Essential steps for startup success
Welcome, fearless future insurance tycoons, to the adventure of a lifetime! If you've ever dreamed of creating an empire built on protection, trust, and a dash of business savvy, you're in the right...
Launching your insurance agency: Navigating the dynamic landscape with confidence
So, you've decided to take the plunge into the mesmerizing world of insurance. Buckle up, aspiring insurance moguls, because you're about to embark on a journey that’s part strategy, part Sherlock...
When Business IS Personal
Over the weekend, one of my most respected colleagues shared feedback that I was well-respected in the insurance industry. It got me thinking about how much that means and how people use personal...
Starting your own Insurance Marketing Organization: A step towards freedom and success
Are you tired of working for someone else and ready to take control of your career? Starting your own Insurance Marketing Organization (IMO) may be the perfect solution for you. With the right...
Upcoming events we’ll be attending
RETIRETECH 2024 CONFERENCE
Hear James speak, network with other professionals, and learn from experts across the senior health, wealth, and agetech ecosystem.