Start and Scale
YOUR FINANCIAL CAREER
We’ve helped countless agents launch their careers, create an additional stream of income, and transform their families’ lives. Real compensation. Real people. Proven systems.
While we aim to impact as many as possible, the truth is we don’t work with everyone.
OUR STORY
FROM HUMBLE BEGINNINGS TO INDUSTRY LEADERSHIP
As a leading financial services brokerage, we cut through the confusion of personal finance and guide you with clarity, care, and expertise. We believe financial literacy is the foundation of a secure and prosperous future and everyone deserves access to it.
Whether you're beginning your financial journey or leveling up your current strategy, our team of seasoned professionals is here to support you every step of the way.
AGENT FOCUSED FAQ's
DO I HAVE TO BE LICENSED TO WORK WITH YOU?
We exclusively partner with agents who are licensed or actively working toward licensure. If you’re not licensed yet, we’ll help you obtain your license....then plug you into our leads, leadership, and proven system.
DO YOU PROVIDE LEADS?
We provide proven, high-quality exclusive leads at cost, along with the exact process to turn those leads into booked appointments and closed business. With our system, you’re fully guided.
HOW MUCH CAN I EARN WITH YOUR AGENCY?
Our active full-time agents write $15k - $70k per month in premium. Your earning potential is 100% commission-based and driven by your performance with absolutely no income ceiling.
WHAT KIND OF TRAINING/SUPPORT DO YOU OFFER?
We make success simple. From your first day, you’ll tap into structured onboarding, high-converting sales scripts, product mastery training, quality leads, automation systems, and real-time leadership support. You’ll always know exactly what to do and how to do it.
HOW LONG DOES THE PROCESS TAKE?
To get started with our organization the process takes 1-2 weeks.
DO YOU WORK WITH PEOPLE IN ALL STATES?
We work with agents in all states, including Canada and Puerto Rico.
FREQUENTLY ASKED QUESTIONS
WHAT TYPES OF SERVICES DO YOU OFFER?
Wealth & Protection Planning - Life Insurance Solutions, Retirement Plans, Living Benefits Education, Estate Planning
Credit and Financial Foundation - Credit Restoration Guidance, Debt Management Strategies, Cash-flow planning, Advance Capital Strategies
Business Services - Business Formation (LLC, EIN, structure guidance)
Business Credit Education, Startup strategy & growth consultations
Financial Literacy & Coaching - 1:1 Financial Strategy Sessions, Wealth-building education, Customized action plans to reach personal and business goals
DO WE OFFER INVESTMENT ADVICE?
We do not offer investment advice.
Our role is strictly educational to provide financial literacy, guidance, and information that helps individuals and families make informed decisions.
WHO ARE OUR SERVICES BEST FOR?
We work with individuals who are:
- Serious about improving their financial future
- Eager to learn and take action
- Communicative and coachable
- Looking for long-term guidance, not shortcuts
If someone is not ready to learn, communicate, or follow through, we’re not a good fit.
HOW DO I KNOW IF I QUALIFIY TO WORK WITH THE WEALTH PROS?
We conduct a short discovery session to understand your goals, communication style, and commitment level.
We only work with individuals who are serious, coachable, and ready to take action. If you’re not willing to follow through, we’re not the right fit.
WHAT SHOULD I EXPECT DURING MY FIRST APPOINTMENT?
Your first session is a strategy call with one of our Educators.
We review your goals, understand your financial needs, identify challenges, determine if we’re a good fit and if it makes sense to move forward, we’ll create your personalized plan.
HOW LONG DOES THE PROCESS TAKE?
Each journey is unique. Some start implementing within days; others take longer depending on their goals.
You’ll receive a clear timeline and step-by-step guidance based on your needs.
DO YOU WORK WITH PEOPLE IN ALL STATES?
We serve clients in multiple states across the country. Service availability depends on licensing requirements and the type of plan or strategy you're looking for. Just ask during your initial call and we’ll confirm.
WHAT MAKES THE WEALTH PROS DIFFERENCT FROM OTHER FINANCIAL SERVICE COMPANIES?
We focus on education first, not sales. We simplify complex financial topics, tailor every plan to you, and guide you step-by-step. We only work with individuals who are committed and motivated ensuring that every client is set up for real success, not temporary fixes.
COMPANY
ADDRESS
UNITED STATES
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