About-Overview

Our Story

Over 36 years ago, Kevin began his journey in the insurance industry with Western & Southern Life. Though his career took him in new directions, including building a multi-million-dollar manufacturing business from the ground up, his passion for making a difference never wavered. Driven by his entrepreneurial spirit, Kevin gained invaluable experience in leadership, innovation, and creating impactful businesses. Years later, that passion led him back to the insurance industry, this time with a clear vision and a new partner: Tiffany. With her fresh perspective and shared commitment to excellence, Kevin and Tiffany spent the next year and a half working with a couple of IMOs (Independent Marketing Organizations). During this time, they noticed a pattern: while some good things were being done for agents, critical gaps were being overlooked—gaps in marketing, lead generation, and agent support.Together, they knew there was a better way.

Kevin and Tiffany set out to create a new kind of IMO, one that prioritizes agents and their clients at every level. They envisioned an organization that didn’t just recruit agents but invested in their success. By addressing the challenges they had witnessed firsthand, they built a platform that brings agents in quickly, trains them well, and equips them with the best tools, support, and marketing resources. But their mission didn’t stop there. They also reimagined how insurance is bought and sold, focusing on empowering agents to deliver personalized solutions with ease and efficiency. Their approach transforms the experience for both agents and clients, ensuring everyone feels supported, educated, and valued. Today, Kevin and Tiffany’s shared vision has become a reality—a company driven by integrity, innovation, and a deep commitment to making a difference. For them, this isn’t just business; it’s personal. It’s about creating lasting relationships, helping agents thrive, and empowering families to protect what matters most. Welcome to the future of insurance, where agents are truly valued, and clients receive the care they deserve.‍

Our Vision

We see a future where the insurance and financial planning industries are no longer overwhelming or inaccessible but simplified, meaningful, and deeply personal. Our vision begins with a commitment to raising awareness and educating individuals, families, and businesses about the financial decisions that safeguard their futures. From the moment an agent or client engages with us, they experience a foundation built on integrity, personalized service, and unwavering support.With clear, concise, and timely communication, we guide agents toward quick success and empower clients to make informed, confident decisions. Honesty is woven into every interaction, and intentionality drives our approach, ensuring that we listen, honor, and respond with care.
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As we grow, our vision expands to redefine the industry itself. Through innovative recruitment and comprehensive training, we cultivate a community of agents who embody ownership, discipline, and personal development. These agents are self-aware and equipped with proactive time management skills, enabling them to deliver the highest ethical standards to their clients. We simplify insurance and financial planning, making them accessible and meaningful for everyone. With honest guidance and personalized solutions, we help families face life’s uncertainties with confidence. Agents become trusted advisors, fostering relationships that inspire trust and create lasting impact. Together, we promote balance—enjoying the journey, supporting each other, and making progress every day.
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In the end, our vision transforms the industry and the lives of those we serve. Agents achieve their fullest potential, guided by strong values and equipped to make a difference. Clients secure their futures with clarity and confidence, knowing they’ve made informed decisions with the support of trusted partners. Our legacy will be one of empowerment and progress: a future where agents are recognized as key drivers of positive change, clients are empowered to face life’s uncertainties, and the principles of integrity, education, and personalized service redefine what’s possible in insurance and financial planning.‍