FREE EBOOK

Unlock Your Path to Building a Million Dollar Agency

Download “Your Independent Agent Path” and Start Transforming Your Business Today!

What You’ll Learn:

Unlock Your Full Potential

Are you ready to take the leap from being a career General Agent to becoming an independent insurance agency owner? Our in-depth guide provides the essential steps, strategies, and resources to help you navigate this transition successfully and build a profitable agency.

Key Benefits:

  • Expert Insights: Gain valuable knowledge from industry experts.
  • Actionable Steps: Follow clear, actionable steps to start and grow your agency.
  • Valuable Resources: Access tools and templates to streamline your journey.

START YOUR PATH TO INDEPENDENCE

take your sales leadership to the next level

Bob Klein

Bob brings significant skills to this role, built on more than 25 years’ experience in sales and distribution leadership with stints in life brokerage, BD sales, linked benefits, group and voluntary benefits and IMO annuity sales. Before that, Bob had a 10-year home office career in underwriting and sales support, transitioning to sales in 1996 by opening a Mid-Atlantic brokerage office for CIGNA. 

Living in North Virginia with his wife, Suzanne, Bob enjoys working out, watching baseball and spoiling his three grandkids.