Who should apply.

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🎯 Our Ideal Agent Profile 

✅ Professional Experience

• Proven track record selling annuities (fixed, indexed) and/or Indexed Universal Life (IUL) policies

• Holds active life insurance and annuity licenses (Series 65/66 a plus)

• Independent agents, boutique firm producers, or IMO-affiliated advisors

• Comfortable with retirement income planning, not just accumulation or protection

• Has worked with mass affluent or small business clients seeking long-term income

✅ Motivated by Growth & Differentiation

• Looking for unique solutions that stand out in a crowded insurance market

• Seeks recurring premium and renewal income potential

• Interested in systematic, tech-enabled approaches to client planning

• Desires a repeatable sales process with planning tools and client illustrations

✅ Planning-Oriented Mindset

• Consultative rather than transactional — wants to build long-term client relationships

• Comfortable with financial projections, income planning, and retirement modeling

• Prefers to work with defined outcome solutions, especially in volatile markets

• Sees value in customized, tax-advantaged strategies like defined benefit-style designs

✅ Tech & Tools Friendly

• Willing to adopt new fintech platforms that simplify sales and improve credibility

• Appreciates automated income illustrations and built-in plan design tools

• Uses or is open to CRMs, e-apps, and digital client engagement tools

• Comfortable presenting with charts, scenarios, and structured benefit outcomes

✅ Personal Traits & Values

• Ethical, client-first mindset — seeks to deliver real, predictable value

• Strong communicator — can explain income guarantees, tradeoffs, and upside/downside clearly

• Entrepreneurial — driven to grow book of business through innovation

• Open to training, onboarding support, and marketing enablement

• Has a clean compliance record​

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