Hands-On Training & Mentorship
Learn directly from experienced leaders, with guidance from your first conversation to your first client.
Grow alongside a team dedicated to helping families prepare for retirement with clarity and confidence. We provide the training, mentorship, and support to help you serve clients well.
Why Join Us
Tom & Trish Le lead their team with the same education-first approach they use with their own clients. As Senior Marketing Director, they mentor new and experienced agents to serve families with clarity and care.
Whether you are new to the industry or already licensed, you will find training, support, and a clear path to grow.
What You Can Expect
Learn directly from experienced leaders, with guidance from your first conversation to your first client.
Help families understand their options instead of pushing products — the way Tom & Trish work every day.
Offer insurance, retirement, tax, Medicare, college, and estate planning solutions to the families you serve.
Build your business around your life, whether you start part-time or full-time.
Develop your skills, mentor others, and grow into leadership as your team expands.
Who We Are Looking For
Join Our Team
Tell us a little about yourself and Tom & Trish Le will contact you to talk about the opportunity. Have a question first? Reach out anytime.