OVER THREE DECADES IN THE MAKING!

How It All Began…

When you think of how vast the financial services industry is in our country, representing one third of the GDP, it’s challenging to think of how you find your place with purpose, to build a business that services clients while providing for your family. Well, in 1989 Scott Briggs, at the age of 18, looking to build on the second generation of financial professionals, joined a very old captive Fraternal Insurance Company to learn the industry where his father started in 1969. In just 8 short years, his sights were set on helping build a family agency with his father and one of his brothers, and diving into the deep end of true entrepreneurship.

The goal back then was to seek a way to educate as many people as possible in a single setting with the hopes that a percentage would find value in their message and would want to explore their own retirement needs. Quickly their small family agency exploded, hosting 2-3 educational workshops a month, while having thousands attend over nearly a decade. Their agency produced nearly 300 million in annuity business, plus Life Insurance and Long-term care.They were making their mark on a very challenging industry, all with “New Business” and a proprietary seminar system that they developed.

The Next Chapter…

2018 was a year of transition, with Scott’s father retiring after 42 years in the business and Scott and his brother seeking different paths, Scott was ready to take the reins with nearly 3 decades of experience and a vision of building his own brand and a more contemporary repeatable workshop system! While it wasn’t all roses, but through trial & error, a significant investment and persistency, he once again quickly prevailed. This time it was about smaller more intimate workshops, focused on the “Ideal Client” versus the masses.

After 5 years of perfecting the right demographic, right message, and the right way to fill the seats. Averaging more than a million a month in new annuity business, plus life and LTC, Scott is confident that the time has come to help other entrepreneurs build their own empire. Leveraging his three decades, bringing a plug-and-play systems to the table, combined with leveraging the comprehensive services of a SEC Registered Investment Advisory Firm, Advisors can now take their practice to the next level by capitalizing on Life, Annuity and AUM for the true stewardship of their clients.

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Our Family of Member Companies

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Premier Investment Manager

Delivers tailored investment solutions and exclusive opportunities to help financial advisors optimize portfolios and meet the unique needs of high net worth clients.

Premier Investment Manager: Whether you’re an individual client or financial advisor, we offer internally managed strategies and access to external expertise to optimize your investment portfolio.

RIA Services

We offer comprehensive support to independent advisors, simplifying the process of launching and growing their practices.

RIA Services: We offer comprehensive support to independent advisors, simplifying the process of launching and growing their practices.

Marketing & Design

From captivating branding to innovative marketing strategies, we help financial professionals stand out in a crowded market.

Marketing & Design: From captivating branding to innovative marketing strategies, we help financial professionals stand out in a crowded market.

Life, Annuities & Back Office

We provide tailored solutions and expert guidance to help financial professionals navigate complex insurance products and maximize client outcomes.

Life, Annuities & Back Office: We provide tailored solutions and expert guidance to help financial professionals navigate complex insurance products and maximize client outcomes.

IAR Solutions

Specializing in providing crafted, tailored strategies and unwavering exceptional service to assist clients in achieving their diverse array of financial goals.

IAR Solutions: Specializing in providing crafted, tailored strategies and unwavering exceptional service to assist clients in achieving their diverse array of financial goals.

Exclusive Programs:

Elevate Your Advantage

Exclusive Programs: Elevate Your Advantage

Our 1031 Exchange & DST Program provides unmatched expertise, resources, and support to navigate these investment strategies confidently.

Our 1031 Exchange & DST Program provides unmatched expertise, resources, and support to navigate these investment strategies confidently.

A Smarter 401(k) utilizes our “My Risk IQ” method, offering personalized investment guidance through five risk-based allocations.

A Smarter 401(k) utilizes our “My Risk IQ” method, offering personalized investment guidance through five risk-based allocations.

Experience innovative planning with modern solutions that strategically align your clients’ risk tolerance with maximizing net retirement income.

Experience innovative planning with modern solutions that strategically align your clients’ risk tolerance with maximizing net retirement income.

Our tailored program is for CPAs and Fiduciary Advisors aiming to offer innovative financial services to attract High Net Worth individuals.

Our tailored program is for CPAs and Fiduciary Advisors aiming to offer innovative financial services to attract High Net Worth individuals.

Cutting-Edge Advisor Solutions

Cutting-Edge Advisor Solutions

Premier Investment Solutions

Unlock access to exclusive investment opportunities and customized strategies designed to optimize portfolio performance and meet the sophisticated needs of high net worth clients.

Premier Investment Solutions

Unlock access to exclusive investment opportunities and customized strategies designed to optimize portfolio performance and meet the sophisticated needs of high net worth clients.

RIA Compliance & Services

Explore our RIA Services program and embark on the journey of starting your own Registered Investment Advisor (RIA).

RIA Compliance & Services

Explore our RIA Services program and embark on the journey of starting your own Registered Investment Advisor (RIA).

Marketing & Brand Development Services

Benefit from tailored strategies, innovative designs, and targeted campaigns crafted to enhance your brand visibility and attract clients.

Marketing & Brand Development Services

Benefit from tailored strategies, innovative designs, and targeted campaigns crafted to enhance your brand visibility and attract clients.

Life Insurance & Annuity Solutions

Access specialized expertise and resources to effectively incorporate life insurance and annuities into your clients’ financial plans.

Life Insurance & Annuity Solutions

Access specialized expertise and resources to effectively incorporate life insurance and annuities into your clients’ financial plans.

Specialized IAR Programs

Gain the expertise and support needed to navigate regulatory requirements and deliver exceptional financial guidance to your clients.

Specialized IAR Programs

Gain the expertise and support needed to navigate regulatory requirements and deliver exceptional financial guidance to your clients.