11 how-tos to help you plan your tax season

Running your own business comes with a slew of rules, regulations and obligations. As a new agent, it’s critical to keep your finances in check and prepare for taxes from the get-go. We’ve rounded up our top resources to help you get ahead of what’s co… Continue reading

Leverage the power of fintech to whip your wallet into shape

Whether you’re a new agent or a top producer, it takes planning and some smart tech tools to get your finances shipshape for the long haul. Let CFP Jordan Curnutt help you make these easy-to-use fintech tools part of your gameplan. Continue reading

How to use job titles to prospect and make connections

Almost every person in the world could be a referral source, if you think creatively. Here’s what to look for and what to think about when you’re looking for referrals from people in different industries. Continue reading