Our goal is straightforward – to help you achieve TOT over the next 12 to 36 months!

We will help you generate more qualified clients and referrals, close more sales and live a better and happier life.

If you are interested in partnering with our TEAM (Partners in Perpetuity) we will help identify what is holding you back. We will help you align with allied professionals who will help both you and your corporate clients generate more revenue and profit over the next 12 months, without selling more of your valuable time for money, we can help.

We specialize in partnering with independent Financial Services Professionals in the Insurance and Investment industry. Over the past 35 years we have developed a keen understanding of the complex issues facing the independent financial services professional.

My experience as a Life & Qualifying MDRT member and 7 year TOT membership has helped us develop the requisite skills necessary to elevate your Financial Services Business to the next level.

We can assist you and your corporate clients!

We have revolutionary business assessment software that can quickly pinpoint major profit impacts within any business. These are areas often overlooked by the vast majority of business owners and are subsequently costing you and them hundreds of thousands of dollars every year.

We also have a special talent for helping you and your corporate clients with competition crushing marketing. We begin by exposing the flaws in marketing that most small business owners fall prey to and explain why these flaws are stifling the growth of all business owners today. Our experience in video, radio, social and print media are available exclusively to you and your corporate clients.

In addition, our TEAM has developed numerous training modules to help you and your corporate clients to work on a do-it-yourself model. Each video lesson provides a step by step approach enabling any business owner to instantly produce more leads, close more sales and see a dramatic increase in revenue and bottom line profit.

Our business growth model is perfectly positioned to help you and your corporate clients realize their dreams of creating and owning multi million dollar businesses that feed their passion to achieve personal, financial, and professional freedom.

Are you ready to partner with us?