Empower Your Future: Build A Career That Redefines Retirement Planning
Founded by industry veteran Jim Lusk, our mission is to guide our clients through comprehensive planning strategies that protect against life’s uncertainties. We believe in building a solid foundation for our clients’ financial well-being, ensuring they can enjoy great lives today while preparing for tomorrow. Our team is growing, and we’re looking for motivated individuals to join us on this journey. No prior experience? No problem. We provide extensive mentoring and training to help you succeed.
The Benefits:
Salary & Benefits
A rare compensation model that pairs a competitive salary with commissions.
Medical, Dental,
& Vision
Comprehensive medical insurance, including dental and vision coverage.
reimbursement
for licensing
Reimbursement for insurance licensing, SIE, Series 6, Series 63, CFP (Certified Financial Planner), and more.
Insurance Coverage
We offer both Life Insurance & Disability Income Insurance for our Agents.
Retirement Package
A pension plan and retirement benefits are included to help you build a secure financial future.
Incentive Program
Structured bonus program and reimbursable expense allowances.
Learn From The Best
Jim Lusk, CFP, CLU, ChFC, CLF, MEd – President
Jim Lusk brings over four decades of expertise in life insurance and financial planning to his role as a mentor in defensive financial planning. His experience as an educator, coach, and author enables him to simplify complex retirement planning concepts into practical strategies. Jim’s approach focuses on creating resilient financial plans, guiding both clients and advisors towards financial stability and a secure legacy.
