Jenny Klismet
Chief Growth & Education Officer (CGEO)
Education topics/calendar; outreach priorities; partnerships/referrals; event CTA strategy.
Brings in business owners + new agents through education, outreach, and partnerships.
Todd White
Todd White - Chief Strategy Officer (CSO) + Director of Legacy + Business Owner Strategy
Brings in business owners through Rotary/Chamber/business associations and expands legacy opportunities.
Legacy workflow; Rotary/Chamber strategy; attorney/CA partnership process; succession/buy-sell consult flow.
opportunities.
Sophie White
Chief Operating Officer (COO) + Director of Retirement Planning
Operations Systems/SOPs; CRM structure; accountability; proposals + onboarding standards.
CRM/pipeline, delegation + follow-up systems, proposal workflow, onboarding/implementation KPI tracking.
Business Wellness
Business benefit understand for peace of mind.
Legacy Planning
Protecting your family Legacy
Retirement Solutions
Comprehensive plans to secure your future.
FOLLOW US
Contact US
786-750-3759
656-247-3133
Miami Florida
Facebook
Instagram
LinkedIn
TikTok