Our Elite Members

Abacus is a leading vertically integrated alternative asset manager and market maker, specializing in longevity and actuarial technology. The company … Read More

At Apis Productions, we engage our clients holistically to reveal the Big Picture. Understanding the unique nature of each client’s business … Read More

Experts at creating engaging events, from start to finish.
For more than 20 years, Ascent Performance Group has designed and … Read More

Brightbox Expand is an intelligent marketing, brand-building and lead generation platform, using technologies, automation, and best-in-class Agency capabilities to help its … Read More

Broadtower Insurance Solutions Inc. is a National Marketing Organization focused on delivering comprehensive traditional and asset-based long-term care solutions to … Read More

CalSurance Associates offers professional and management liability insurance sales, service, and support. We provide insurance brokerage, group program management and … Read More

Capital Synergy Partners is a full service broker dealer and registered investment advisor built by successful Life Insurance professionals and … Read More

What We Do
Since 2007 ConnectAndSell has helped sales representatives at nearly 1000 companies, including hundreds of technology startups and several … Read More

Consilio focuses intensely on being the best management, sales and customer service training and consulting firm anywhere, at any price. … Read More

Coventry created the secondary market for life insurance, coining the term “life settlement” to describe the transaction that … Read More

CPS Insurance Services has been a leader in the Life Insurance Brokerage Community for over 4 decades. CPS is a … Read More

ExamOne is committed to ensuring the underwriting requirement process is quick and convenient for applicants, agents and home-office personnel. Our … Read More

First Summit Financial is a well established, national organization, providing comprehensive services and support to independent producers, general agents, marketing … Read More

Inbound marketing solutions for what you need to do!

GetResponse is a complete online marketing software that helps you grow your … Read More

Insurance
Commission Advance is a specialty finance company focused on providing customized
solutions for today’s insurance producers. 
With a focus on … Read More

Longbridge Financial, LLC is a national reverse mortgage lender committed to educating financial advisors and their clients on responsibly using … Read More

The National Alliance of Insurance Agencies, Inc. (NAIA), or “The Alliance,” is a national distributor of alternative Long Term Care … Read More

NBC National Marketing, Inc. (NBCNM) is one of the nation’s premier National Marketing Organizations. NBCNM has continuously served independent agents … Read More

Peloton Cellars offers award winning wines crafted from the lush, fertile soil of the Paso Robles wine region of California’s … Read More

Prepare Insurance brings you the tools to become a technology player in the insurance industry. With their proprietary technology, Prepare Insurance … Read More

Transforming How the World Services Life Insurance & Annuities
Empowering Banks, Broker-Dealers, Distributors, and Independent Advisors with Unmatched Data-Driven Insights

Proformex is … Read More

For more
than 40 years, Westamerica Communications has built a reputation as one of
Southern California’s top print and marketing … Read More

Meet Robyn Benincasa: The Adventurer Who Inspire… Read More