Own Your Licensed Financial Business From Day 1
High Commission • Bonuses • Trips • Mentorship • Lead Support
Build a real financial business that you OWN. Whether you’re already licensed or starting from zero, we provide the training, tools, and support to help you grow fast and build long-term legacy income.
- Ownership from Day 1 (build your book of business)
- Multiple carriers + client choice
- Real-time leads + business tools
- Weekly training + hands-on mentorship
- Long-term legacy & leadership pathway
This is not a job. This is ownership.
Chonburi Nguyen
Director | Licensed Financial Business Builder
Meet Your Mentor
I help motivated people build a licensed financial business with real ownership from day one. We provide step-by-step training, mentorship, and a proven system designed for long-term legacy and leadership.
- Ownership from Day 1: build your own book of business and legacy-focused agency path.
- Training + support system: hands-on training, masterclasses, university-style education, work-from-home ecosystem.
- Tools + lead support: CRM + real-time leads + quoting/app tools to simplify the business.
Platform Snapshot
Nationwide Platform
USA + Expansion
Multiple A-rated Carriers
Power of Choice
CRM + Tools + Leads
Full Support
Training & Culture
Recognition
You’ll Never Build Alone
Our America-based team is here to train, guide, and support you every step of the way.
Weekly Zoom Training
Hands-on Mentorship
See The Opportunity In Action
Whether you are new or licensed, see why professionals are switching to this ownership model.
Licensed Agent Fast Track
If you’re already licensed, this short video explains why experienced producers plug into this platform for growth, support, and leadership expansion.
Watch on YouTubeOwnership
From Day 1
Multiple Carriers
Power of Choice
CRM System
+ Business Apps
Lead Support
Real-Time
Training University
Weekly Coaching
Expansion
Canada + USA
This is not a side hustle. This is a real financial business with ownership.
We help you build:
- Personal sales income (commission-based)
- Client base
- Long-term renewals
- Agency growth (leadership income)
If you’re coachable and consistent, the system can scale you.
The BTO System
A proven framework for ownership.
BRAND
Leverage a trusted platform while building your own personal brand and reputation.
TIMING
The financial industry is shifting. Position yourself ahead of the wealth transfer wave.
OWNERSHIP
You own your book of business from Day 1. Sell it, pass it down, or scale it.
High Compensation + Rewards
We believe in rewarding hard work. No glass ceilings. High commission opportunity + bonuses + incentive travel + recognition culture (results vary).
High Commission
Based on production
Performance Bonuses
Extra monthly income
Incentive Trips
Travel rewards
Recognition & Awards
Celebrate winning
Overrides & Agency Income
Multiple income streams
Compensation varies by performance and licensing status. No income is guaranteed.
Recognition & Rewards Culture
We celebrate every win. From your first sale to agency ownership.
Incentive Travel
Stage Recognition
Producer Awards
Leadership Conference
We Don’t Just Train You. We Help You Win.
Real-Time Lead Support
Access to lead systems and generation strategies.
CRM to Track Business
Professional dashboard to manage clients.
Quoting Tools + Apps
Faster quotes, less paperwork, modern tech.
Hands-on Trainer Support
Guidance on real appointments.
Masterclasses & Mentorship
Weekly deep dives into advanced topics.
Training University
From foundation to advanced leadership.
What Licensed Agents Get When You Join
Licensed agents don’t need motivation. They need a platform that supports growth.
Plug-in sales system
Simple workflow + process
Weekly coaching & mentorship
Learn from top producers
Support on real deals
You’re not building alone
Recognition + incentive culture
Rewards for performance
Platform tools + CRM support
Manage your business efficiently
Leadership growth path
Agency ownership track
"No rebuilding alone. No guessing. Plug into structure."
Accelerate Your Career
Licensed Agent Fast Track
Already licensed? This is the fastest path to plug into a structured platform with mentorship, systems, and a growth-first culture.
What licensed agents get here:
- Higher comp opportunity + bonus culture
- Multiple-carrier access (power of choice)
- Plug-in sales system (scripts, presentations, process)
- Leadership pathway + agency ownership track
Compensation varies based on production and performance. No income is guaranteed.
Recruiter Track (Agency Building)
Recruiters want to know they can build a team, not just sell. This is what top recruiters chase.
- Build in multiple states
- Leadership + overrides
- Duplication training support
- Legacy agency path
Two Ways to Start
ALREADY LICENSED
- Higher comp opportunity + fast track growth
- Plug into proven presentations + sales system
- Weekly mentorship + support team
- Bonus structure + recognition pathway
- Optional lead flow support
NOT LICENSED YET
- Step-by-step licensing support
- Training roadmap + roleplay practice
- Learn how to talk to clients confidently
- Start part-time, grow into full-time
"You don’t need confidence first. Confidence comes from training."
We Simplify The Complicated (Education Based Advice)
We focus on client needs-first strategy and Expert Financial Analysis (EFA).
Financial Education
Empowering families with knowledge.
Protection Planning
Comprehensive coverage strategies.
Retirement Concepts
Safe and secure future planning.
Wealth Building
Compliance-safe accumulation.
Client Needs-First
We serve the client, not the company.
Expert Financial Analysis
Custom plans (EFA style) for every family.
We Believe In The Power of Choice
We believe in the power of choice and access to many solutions (not one-size-fits-all). Clients aren’t one-size-fits-all. We work with multiple top carriers and solutions so we can match the right plan to the right family.
*We work with many A-rated carriers to provide the best value.
Exactly How You Get Started
We don't leave beginners alone.
Register for Webinar
Get the full overview.
Attend Live Training
Gain clarity & ask Q&A.
Mentor Call
We guide your best path.
Licensing Roadmap
Structured study plan.
Launch Business
Client support & building.
Your First 7 Days (Licensed Fast Track)
This makes it feel “plug & play.”
- Day 1 Onboarding + contracting plan
- Day 2 Presentations + script
- Day 3 Lead system + follow up flow
- Day 4 Mentorship call + roleplay
- Day 5 First appointments
- Day 6 Submit first apps with support
- Day 7 Growth plan + recruiter track intro
Why Top Producers Switch
You already know the pain. We have the solution.
Build a Business That Outlives Your Time
"Build a book. Build a team. Build a legacy."
ONLINE WEBINAR: Career & Business Opportunity
Brand • Timing • Ownership (BTO)
You own your brand, your time, your future.
Date & Time
3rd Tuesday of every Month
Starting April 22, 2025 @ 7:30 PM
Platform: Zoom
Meeting ID: 870 5226 3415
What you will learn
- What the financial career path looks like
- How licensing & training works
- How beginners can start safely
- How professionals can grow faster
Stories of Growth
"The mentorship and system helped me grow faster than I expected."
"This business rewards performance. Recognition is real."
"The training is weekly and practical, not just theory."
This is for you if:
- You’re licensed and want better structure + growth
- You’re coachable & consistent
- You want ownership + leadership
- You want long-term legacy building
This is NOT for you if:
- You want overnight money
- You refuse training
- You don’t follow systems
Request Details +
Get the Growth Plan
Register to attend the webinar + receive a mentorship call to map your best path.
Why Register?
- Direct access to mentorship
- Webinar access link sent to email
- No obligation, just information
Real Talk
This isn’t guaranteed income. This is a real business platform.
If you’re consistent, coachable, and professional — you can grow.
FAQ
Do I need experience?
Can I do this part-time?
Do you provide leads?
Is this a real career path?
Is this only life insurance?
Is this business ownership?
How soon can I start earning?
What if I’m already licensed elsewhere?
Is this 1099?
Do I have to recruit?
Do you have mentorship for Vietnamese speakers?
Can I stay independent?
Do you support agents in 50 states?
Submitted!
We’ll contact you shortly.