News
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...
Success Stories of The Founder’s Chair Dallas Event
The Founder's Chair Dallas event brought together a diverse group of visionary entrepreneurs, each with a unique business model and a shared...
Dallas Event
THE CHAIR:DALLAS RECAP We're thrilled to hear feedback that both Funders and Founders had an incredible experience. From insightful pitches to...
From Vision to Venture
The Founder's Chair Dallas Event Recap The inaugural event of The Founder's Chair in Dallas was nothing short of transformative. Bringing together...
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...
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...
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)...
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...
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,...