Our success depends on you
Our financial advisors have the best of both worlds: the independence of running their own business and the full support of a company committed to progressive, ethical and enduring growth. If you dream of running your own business, our experienced field management team will give you the training and tools you need, including development strategies to help grow your business.
Get the skills you need to succeed
With our vast array of training and development programs, you’ll receive in-depth product training and sales skills development to help you offer a wide range of insurance and financial products to your clients. a full range of courses are available to new and experienced Financial Advisors, including programs such as GATE-WAYS program, which focuses on business planning, management and leadership skills.
Become a better business builder
Most entrepreneurs are left to figure things out on their own. With
Build and manage an effective agency team
While you’re meeting with clients, you’ll need the support of an agency team to address the needs of other clients. Our GATE-WAYS program helps you build and manage your agency staff, which may include Sales Associates, Agency Contact Representatives and Associate financial advisors.
Earn more as you learn
We encourage continuing education by offering financial incentives when you achieve industry designations. Opportunities for ongoing education include Certified Financial Planner (CFP), Chartered Insurance Professional (CIP), Certified Life Underwriter (CLU), and Registered Health Underwriter (RHU) programs.