WE ARE AN IMO NOT ONLY FOCUSED ON ANNUITY AND LIFE INSURANCE, BUT ALSO ON MONEY MANAGEMENT.

Introducing our Registered Investment Advisory firm, Significant Wealth Partners (SWP), a money management team with a wealth of knowledge. SWP is proud to not only assist clients with money management, but also with improving practices to ensure efficiency in meeting prospects and closing sales.

SWP focuses on the things that can be controlled;

  1. Risk
  2. Fees
  3. Taxes
  4. Income

We help clients that have done a good job creating a nest egg turn that into a consistent income stream keeping our 4 principles listed above at the forefront of our planning. We provide a consistent paycheck through the ups and downs of the market.

But SWP is not just a firm that helps you manage money. It’s a firm that will help you grow your practice by teaching you more effective ways to meet more prospects and close more sales. Both AUM and FIA sales!

  • We have mentors that will show you the inner workings of their practice

  • We have numerous prospecting systems

  • We have all of the technology in place to help your practice run smoothly

  • We have robust training

We invite you to learn more about our Significant Wealth Partners by clicking the link below.

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