Event Photos

Joe Ross of AIG Lunch & Learn Sept. 18th, 2018

AIG’s Joe Ross stopped by our home office in Simi, along with The Habit food truck, to train our agents on IULs and how it is used in some advanced planning. Everyone left with new sales ideas and a great lunch!

Women Empowering Financial Independence Fall Kick-Off Sept. 28th, 2018

The kick off event for Women Empowering Financial Independence. Guest speakers included our Founding Partners, Shannon Sergey of Forever Found, as well as, Kirsten Thorp AIG’s Vice President of Channel Marketing & Product Training.