We are passionate about serving a purpose and helping others.
Whether it is helping individuals secure a retirement plan or provide families with peace of mind for the future, we strive to bring a solution to any concern our clients may have.
Prepare yourself for a progressive, rewarding, and lucrative career!
PRESENT Financial Partners and Insurance Associates has a high demand for Experienced and Qualified Professionals seeking an Associate or Managing Partners opportunity in Orange, LA, San Diego County and the Inland Empire.
With someone turning 65 every 8 Seconds and an under served market, the need couldn't be greater.
With more than 50 years of combined experience serving our market, our platform and proven system offers you the ability to take charge of your career and income. You will form meaningful, long-term relationships with your clients guiding them toward their financial goals.
We live with purpose, a life of significance having a positive impact on those we meet.
OUR VALUE PROP
We provide the following programs and tools to drive your success:
•Personal growth and development
•Franchise-like entrepreneurial opportunities
•Unlimited earning potential
•Lead and prospecting programs
•Nationally recognized training programs
We offer total financial needs analysis through a network of experienced professionals equipped with the most stable, well recognized industry leading carriers with an expertise in:
Retirement Analysis and Programs
Short Term and Long Term Care
Medicare and Health Insurance
Dental / Vision / Medicare Advantage
Life Time Income / IRA Plans
Life Insurance / Annuities
Our training is conducted by industry experts that are licensed and certified with consistent results in our craft.
Hands on, proven and yielding favorable results to the clients we serve and our associates. We care for your success and invest in one another as a team built on solid core values.
Our new associates are trained by recognized GAMA Leaders, Licensed Insurance Agents, Registered Financial Advisors and other industry experts.