Good questions. Straight answers.

  • Do I have to share my financial information?

    No. You are never required to publicly share private financial or business numbers.

  • Is this financial, tax or legal advice?

    No. This is financial education and cash-flow planning. Your CPA, attorney and financial advisor should provide advice for your specific situation.

  • How much time should I plan each week?

    Approximately two hours for the lesson, workbook activities and live support.

  • Is this only for experienced agents?

    No. The fundamentals apply whether you are a new agent or a seasoned producer.