You won’t be thrown into the deep end. We give you proven funnels, surveys, marketing templates, and an already-built system that generates qualified conversations. Your job? Follow the framework and serve people well.

No. What matters is integrity, work ethic, and a willingness to learn.
We train you through a simple repeatable system used by top advisors.

You’ll get access to:

Bridge Strategy™ training

IUL Insiders & 3rd Dimensional Wealth mentorship

Weekly coaching

Script & presentation frameworks

Case design support

Compliance guidance

Everything is built so you can start fast — and keep growing.

We use a performance-based comp structure directly through the carriers.
You earn commissions on policies you place and overrides on agents you eventually train.
No hidden fees. No MLM games. No surprises.

This is an independent 1099 advisor role with full support, training, and systems — without the limitations of a traditional agency model.

Yes. You’ll need a state life insurance license (we help guide you through the process).
No securities licenses are required — our strategies are tax-advantaged, not investment products.

Most new advisors can begin client conversations in 2–4 weeks (depending on licensing), and many close their first cases within the first 60–90 days.

Three things:

A proven system — not “figure it out yourself.”

Elite mentorship from Tristan & Doug Morris.

Real training and real opportunities, not recruiting-first fluff.

You get the blueprint, the tools, and the support — you just bring the drive.

Yes. Once you’re producing, you can recruit and earn overrides with guidance so everything stays ethical, compliant, and structured.

People who:

want independence

communicate well

follow proven systems

care about families

work with discipline

If that’s you — you’ll thrive.