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Retirement & Financial Planning

Plan today, relax tomorrow

Your Path to Financial Freedom

Build a retirement plan that supports your dreams. Our experts guide you step by step toward lasting wealth and peace of mind.
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Life Insurance

Protect what matters most

Security That Lasts a Lifetime

Your family’s future deserves protection. Explore life insurance options that bring financial stability and peace of mind.
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Health Insurance

Stay covered. Stay healthy

Health Plans That Fit Your Life

Get the right coverage for your unique health needs. We help you compare plans and find affordable, reliable protection.
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Group Employer Benefits

Empower your team with care

Stronger Benefits, Stronger Business

Offer competitive benefits that attract and protect your employees. Discover flexible group plans for every size company.
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Medicare

Empower your team with care

Guidance for Every Step

Understand your Medicare options with ease. We help you choose the right plan so you can enjoy life without the confusion.
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Licensing & Contracting

 
If you’re currently in our onboarding process this is where you can find some helpful resources for the licensing and contracting steps. If you have any questions you can reach out to our staff or your direct manager.
Congratulations on taking the first steps to becoming an independent life insurance broker with Us! In order to get started, we need to get you licensed!
Getting your state license only takes a few steps and we’re here to help each step of the way.
Each state has their own way of doing things, so make sure your manager (or whomever hired you) is giving you the information specifically for your state.
By getting licensed with our help, you don’t need to worry about paying for your online course. We pay for it! So you’re already starting off the process by saving $500 + on average .
You will need to pay for your state exam, your license application fee and (if your state requires it) a fingerprinting/background check.
Click the link below to be directed to Xcel. This site will tell you everything you need to do to get licensed in your state.
Please reach out to us if you have any questions!