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Your Direction, Your Decision

Entrepreneurs wanted! Work in an environment where you are the captain of your destiny, while also achieving success in a career helping others. Recent demographic, economic, and global trends have created enormous opportunities for Financial Professionals. According to the Bureau of Labor and Statistics, there is a projected 30% growth from 2014 to 2024 (versus the 7.1% nationally projected growth), in the demand for Financial Professionals.

Whether you're just starting out, considering a mid-career change, or are an experienced producer, we offer a range of lifetime-learning opportunities that meet your current skill set. Furthermore, we are here to help you meet your long-term career goals. Customized training and educational programs are provided throughout the different phases of your career. As a guiding mentor, we're there for you at each step of your development, showing you new and innovative approaches to learning that can have a positive impact on your practice and your clients. We offer programs designed to help you stay ahead throughout your career, including:

  • Joint work
  • Instructor-led classes
  • Training workshops and seminars
  • Assistance obtaining licenses
  • Mentoring programs
  • Continuing education discounts
  • Activity tracking system

If you're already a seasoned professional, we'll propel you forward with:

  • Tools for building your practice
  • Business plan development
  • Advanced skills training
  • 24/7 online self-study courses
  • Online virtual learning library
  • Professional designations reimbursements such as ChFC and CLU
  • Field software and selling systems

Our goal is to provide a customized learning experience instead of a one-size-fits-all approach to training. Whether this means you are led by an instructor or you go through our resources at your own pace, you'll have an opportunity to improve and expand your knowledge base.