News
Advice, industry updates, event recaps, and more
TransGlobal Holding Co. Summit
TransGlobal Holding Co. Summit Last month, our Founder, James Wong, shared insights and strategies at the TransGlobal Holding Co. Summit. From discussing key threats in the industry to exploring...
7 Ways to Fine-Tune Your Agency’s Playbook for Growth
7 Ways to Fine-Tune Your Agency’s Playbook for Growth It’s natural for seasoned agency owners to rely on the strategies that got them where they are today. But just like winning teams in any sport,...
James Joins That Annuity Show Podcast
James Wong shares his perspective on the future of annuity distribution. Last week, James joined That Annuity Show where he discussed building strong relationships today to navigate the industry's...
James Wong Joins Panel at NAILBA 2023
In the heart of Hollywood, FL, over 700 industry leaders converged for the National Association of Independent Life Brokerage Agencies (NAILBA) annual event. Among them, James Wong, founder of The...
Strategies to expand your agency’s horizons while safeguarding existing revenue
Hello, seasoned agency owners with decades of experience! You've nurtured your agency to its current standing, but now you're eager to explore new horizons without risking the trust and revenue...
Securing your future: Financial strategies for launching your insurance agency
Ahoy, aspiring insurance captains of commerce! If your dreams of insurance glory are ready to set sail but your pockets are feeling a bit light, fear not. Welcome to the grand adventure of funding...
Upcoming events we’ll be attending
RETIRETECH 2024 CONFERENCE
Hear James speak, network with other professionals, and learn from experts across the senior health, wealth, and agetech ecosystem.