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“Empowering Clients to Tap into their Home Equity”will take place Wednesday, March 25th at 11:00 am CT and run for approximately 1 hour.
March 20, 2020admin
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News & Updates from Peloton Member Longbridge Financial.
January 28, 2020admin
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This year's gathering will be held at the Surf & Sand Laguna Beach Luxury Resort - voted as one of the top 25 resorts in Southern California in the Condé Nast Traveler’s 2019 Readers’ Choice Awards. For more information please contact Jodi Carpenter at ... Read More
January 14, 2020Lisa Navarro
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Peloton Global Distribution Services is pleased to welcome to their platform of Elite Members, Insurance Commission Advance – a finance company specializing in providing agents and agencies with the hard earned capital they deserve.
December 5, 2019Lisa Navarro
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What is almost sold out, the Winemakers Dinner, and a new release coming to Holiday Club Members.
August 26, 2019admin
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Brightbox Expand is an intelligent marketing, brand-building and lead generation platform, using technologies, automation, and best-in-class Agency capabilities to help its clients expand customer influence, provide high value content, generate qualified leads to create new customers. The Brightbox Platform provides: Brand Awareness Development Email Marketing Optimized Landing Pages Lead Generation and Client ... Read More
August 19, 2019Audrey Gilmore
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Broadtower Insurance Solutions Inc. is a National Marketing Organization focused on delivering comprehensive traditional and asset-based long-term care solutions to successful financial and insurance professionals. With a network of over 110 distribution partners representing thousands of insurance professionals across the nation, Broadtower provides its members with access to: Insurance Planning Solutions ... Read More
August 19, 2019Audrey Gilmore
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CalSurance
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by Lisa Navarro / / Elite Members
CalSurance Associates offers professional and management liability insurance sales, service, and support. We provide insurance brokerage, group program management and administration, risk management, and loss prevention services. We consistently add value to our programs through flexible program design, customized features, and adaptive proprietary administration systems. Our broad range of services ... Read More
August 19, 2019Lisa Navarro
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Capital Synergy Partners is a full service broker dealer and registered investment advisor built by successful Life Insurance professionals and financial advisors to enhance the practices of established, independent, like-minded professionals. Our financial advisors are independent, professional business owners focused on helping their clients achieve their financial and life goals. The ... Read More
August 18, 2019Lisa Navarro
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What We Do Since 2007 ConnectAndSell has helped sales representatives at nearly 1000 companies, including hundreds of technology startups and several Fortune 500 companies, overcome the challenges of getting people on the phone. We help companies grow their revenues faster than it’s practical to grow their sales teams by allowing existing ... Read More
August 17, 2019Lisa Navarro
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Consilio
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by admin / / Elite Members
Consilio focuses intensely on being the best management, sales and customer service training and consulting firm anywhere, at any price. Ten of the Fortune 50 companies are clients of Consilio. Consilio works with high-performing sales and customer service companies across many industries. The firm has developed a specialty in the insurance ... Read More
August 17, 2019admin
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Coventry
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by Lisa Navarro / / Elite Members
Coventry created the secondary market for life insurance, coining the term “life settlement” to describe the transaction that enables policyowners to sell their unneeded life insurance policies. For more than 20 years, Coventry has been the life settlement market leader, driving the industry forward and expanding opportunities for ... Read More
August 17, 2019Lisa Navarro
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CPS Insurance Services has been a leader in the Life Insurance Brokerage Community for over 4 decades. CPS is a values driven business with a balanced approach to growth that emphasizes integrity and service to all of its stakeholders. Its employees, its brokers and their clients, along with its carriers ... Read More
August 17, 2019admin
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Disability Specialists, Inc. is an acknowledged leader in the Individual Disability Insurance Industry and as one of the foremost experts on enrolling Voluntary Individual Disability Programs. DSI offers a track record of industry leading experience with solid systems in place to help employers, associations and affinity groups create programs to ... Read More
August 16, 2019admin
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ExamOne is committed to ensuring the underwriting requirement process is quick and convenient for applicants, agents and home-office personnel. Our services include data gathering, paramedical examinations, laboratory testing and consultative analytics, designed to assist life insurance companies in fair, objective evaluations on mortality risks of applicants. Working together over 40 years, ... Read More
August 15, 2019admin
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First Summit Financial is a well established, national organization, providing comprehensive services and support to independent producers, general agents, marketing organizations, trusted advisors, and other professionals in the insurance and financial services industries. Recognizing the importance of providing complete financial services, First Summit Financial represents many of the nation’s highest rated, ... Read More
August 14, 2019admin
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GetResponse
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by Lisa Navarro / / Elite Members
Inbound marketing solutions for what you need to do! GetResponse is a complete online marketing software that helps you grow your audience, engage with customers, and boost online sales.  With over 30 tools in one easy-to-use platform, you can transform your online marketing and bring tangible results. Automate your marketing Build ... Read More
August 14, 2019Lisa Navarro
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Insurance Commission Advance is a specialty finance company focused on providing customized solutions for today’s insurance producers.  With a focus on disrupting the traditional lending space, Insurance Commission Advance provides alternative solutions to traditional debt by utilizing existing renewals. Focusing on all things commission and finance related, we take great ... Read More
August 14, 2019admin
longbridge-financial
Longbridge Financial, LLC is a national reverse mortgage lender committed to educating financial advisors and their clients on responsibly using home equity to reshape their financial future. Longbridge provides support to trusted advisors, working with reputable companies in the financial services industry who share a commitment to the highest business ... Read More
August 12, 2019Audrey Gilmore
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LUXE Travel Management (LTM) is a full-service technology driven global travel management company dedicated to providing unrivaled travel services to its customers. With more than 150 highly experienced travel agents and professionals around the country, Luxe Travel offers a wide range of services including corporate meeting and event management, leisure ... Read More
August 11, 2019admin