News

Advice, industry updates, event recaps, and more

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...

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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...

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Upcoming events we’ll be attending

RETIRETECH  2024 CONFERENCE
April 8-10, 2024
The Fontainebleau, Las Vegas

Hear James speak, network with other professionals, and learn from experts across the senior health, wealth, and agetech ecosystem.