We welcome the opportunity to collaborate and co-host workshops with other professionals—whether the goal is to educate fellow professionals or provide valuable resources to clients. We offer these services at no cost, as part of our commitment to community education and empowerment. If you're interested in co-hosting, we simply ask that you coordinate a location and provide a few potential dates and times so we can schedule accordingly. We're more than happy to bring our expertise and energy to a shared space and make a meaningful impact—together.
We have a referral program for professionals such as real estate agents, loan officers, and other related services. We also offer a referral program for clients whose estate plans have been formally executed. We reserve the right to modify or cancel these programs at any time, and participation does not constitute an additional legal or contractual relationship. All referrals are subject to review and approval in accordance with our internal policies and applicable laws.
This is a self-employed, independent contractor opportunity. You must obtain your state license and complete mandatory training Monday to Friday, plus Saturday mornings. The role includes fieldwork, visiting clients’ homes, and providing life insurance services. We welcome motivated individuals that can pas background