About Us

Vision

We will impact the industry in a positive way to change the stigma and stereotypes associated with insurance while elevating the professionalism of the industry by developing compassionately informed agents and brand ambassadors.

Mission

We will honor the privilege to operate in the Insurance industry by ensuring all agents, team members, customers, vendor partners and community are educated accordingly to support to ensure customers and agents experience peace of mind through financial planning.

Core Values

  • It is imperative that we make every decision through our spiritual, moral, and ethical filter in all that we do, asking ourselves “Is [this decision] the right thing to do”.

  • We will declare every person who has an encounter with any agent or team member must know and feel they are valuable as a person, even at the agent’s own expense. Every person will be treated with respect, dignity, and honor. The words we choose to use towards one another and our customers must have a positive impact.

  • We will consent to our allegiance to the agents, team members, our families, the company, suppliers, customers, contractors, and community.

  • We will speak and act from a position of honesty to build trust, honor confidentiality thereby avoiding needless gossip and duplicity.

  • We will consider every agent and team member to be a leader, No One Person is Bigger than the Company. Serving on the executive and senior leadership team is a privilege and opportunity to serve as mentors and leaders to those around us internally, externally and in our homes.

  • We will execute our obligations diligently yet with balance. “High Tech will never replace High Touch”. Our diversity, equity and Inclusion will be viewed as an asset to strengthen our company.

  • We will preserve resources wisely through transparency for the benefit of our company, departments, agents, team members, carriers, customers, and community. We will develop the level of respect needed for the company and home resources to grow profitable. Regular budgets reviews are essential to the health of both entities. Agents and team members are encouraged to think and function as intrapreneurs’, we will seek to share expertise and economic gains with our team and community.

  • We will pursue excellence in every sector in which we are engaged. we value self-accountability to excel in the quality of personal and group competence to impact operational performance. We will Seek to be creative to administer Best Practices in all areas.

  • We will value the power of combined efforts to accomplish more than one can accomplish alone. We will always look for ways to support one another for the good of our agents, team members, the company, our families and the community. We value all agents and team members who are positive and upbeat, avoiding negative feelings, comments, behavior and actions, expressing feedback (instead of criticism) in an appropriate and professional manner.

  • We will handle ourselves professionally during times of differences of opinions, obstacles and when conflicts arise. Every agent’s and team member’s idea, opinion and voice are crucial to expand the capacity of the agency and as individuals. We will create an environment to encourage the sharing of ideas, while also recognizing that not every idea can be consummated, especially when there is conflict. Being well organized and prepared is a valuable attribute.

  • All agents and team members are encouraged to understand the insurance products we market to ensure the proper product is suggested based on value and not commission.

  • We will strive to deliver an outstanding experience. From consumers who use our product to customers who walk through our doors, no one will forget their encounter with our brand. Everyone we encounter including both our internal and external customers, family members, vendors, suppliers, guests and people seeking to do business with us shall be WOWed.

  • We will embrace mistakes because they are inevitable. When they do happen, we will seek to Fail-Forward, ensuring our core values permeate the heart of our company culture, individual relationships, and customers. We will foster a mindset of gratitude as we overcome obstacles to reach our highest potential. Instances where documentation supports separation from any of our valuable members, it will be done with compassion.