EVENTS
Upcoming events
These events aren’t just about dollars and cents. They’re about driving collaboration, swapping war stories, and creating innovative ideas.
Upcoming events we’ll be attending
NAILBA 44
November 10-12, 2025
James is headed to Dallas, Texas, for the largest gathering of independent life brokerage agencies in the country: NAILBA 44.
43 Year Legacy | 800+ Attendees | 20+ Speakers
DID YOU KNOW?
If you have ideas, there are lots of ways to fund them
Traditional financing through banks or venture capitalists can be both painful and time-consuming. Asking for funding through family or friends can be downright awkward. Not to mention, neither of those options come with strategic advice to make your business thrive. That’s where we come in.