Our Difference

It’s not what we do, it’s WHY we do it.

We’re disrupting the financial services industry and challenging the status quo of the career agency system with something unique and special, so that high-performing advisors and insurance agents in search of the “next level” in their careers can thrive and win!

We created an environment of choice, accelerated learning, personal accountability, and a sense of belonging for those at a crossroads and may be wondering “is there more” for my clients—and for myself—to learn and experience in this business?

We’re simply a self-coined Collaborative Marketing Organization (CMO) of experienced practitioners providing all the benefits of a career agency—or Independent Marketing Organization (IMO)— without the disadvantages.

HOW we do it.

We’re whole-life centered
Training focused
Community-driven

There are NO membership fees. We offer numerous training opportunities from some of the top advisors in the industry that are actually producers, with no carrier limitations.

WHAT we’re delivering is an immersive, end-to-end experience fully customized to your needs. You select the education, training, and participation that’s most beneficial to you, your clients, and your practice. We designed our CMO to provide advisors greater independence and control over their careers.

We invite you to learn more.

Crossroads Wealth Partners is dedicated to helping high-performing advisors and insurance agents who seek independence, greater flexibility, freedom, and a community of like-minded professionals.

For more information about our philosophy, this case study is a compelling example of what we
see far too often. Financial misinformation has misguided this Power Couple! Thankfully they
found us, a team of financial professionals that does NOT prescribe to traditional financial
thinking.
If you want to see firsthand how two highly intelligent and successful people that seemed to
have it all figured out ran into issues, and what we did to help them—download this
complimentary case study to find out.

Carrier Access

With Crossroads Wealth Partners, you will have access to some of the biggest mutual insurance carriers, without needing to be captive or meet demanding minimums.