Managing Partner
$50kTFA Wealth Planning, LLC.
Build a Career Helping Families Achieve Financial Security
Join The Financial Architects and transform lives while building unlimited income potential. No experience required - we provide all the training and support you need.
Why Choose TFA?
We're not just another insurance agency. We're a family-focused organization that prioritizes your success.
No cold calling required - warm market and referral-based approach
Work with top-rated carriers (MassMutual, Prudential, Allianz, and more)
Renewal commissions for passive income
Clear advancement path with transparent requirements
Community of like-minded professionals
No prior experience required - we train you from scratch
What You Get as a TFA Agent
Everything you need to build a successful career in financial services
Weekly trainings, product knowledge, and sales mastery courses
Learn from top-producing advisors with proven track records
Back-Office Support
Admin, compliance, and case management handled for you
Lead Generation
Access to marketing systems and lead sources
Recognition & Rewards
Incentive trips, bonuses, and public recognition
Flexible Schedule
Build your business on your terms with no cap on earnings
Compensation
Transparent Compensation Structure
Earn competitive commissions with a clear path to higher earnings. No hidden caps, no complicated formulas.
Level
Commission
Requirements
Agent
50%
Entry level - Start building your book of business
60%
10 policies written or promoted by Managing Partner
70%
25 policies written + consistent production
Partner
80%
50 policies written + team building begins
Sr. Partner
90%
100 policies + leadership responsibilities
Managing Partner
100%
Full commission + override on team production
Income Potential Example
An agent writing just 4 policies per month at an average of $150/month premium can earn over $50,000+ annually at the Advisor level, plus renewal commissions that build passive income year over year.
Your Path to Success
From zero experience to licensed professional - here's how we get you there
STEP 1: Pre-Licensing Education
Complete 32 hours of pre-licensing education through XCEL Solutions.
- $49 with TFA discount code
- Self-paced online learning
- Life Pre-Licensing Bundle
STEP 2: Pass Your Exam
Schedule and pass your Life Agent Examination through PSI Exams.
- $55-$88 exam fee
- Study materials provided
STEP 3: Get Licensed & Contract
Apply for your California Life & Health License, then complete TFA contracting.
- $193 license application
- TFA Membership: $49.99 (one-time)
STEP 4: Launch Your Career
Complete TFA Quick Start training and start building your client base.
- Signal Advisors portal setup
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