About Unleash
A new agency, built in public.
We're launching in 2026 with a plan and a carrier lineup we'll publish as appointments finalize. No ten-year highlight reel. What we have instead is a model we think is better, and we're inviting you in before it's finished.
The story
The best thing about this industry is that it works. The worst thing is how it recruits.
Life insurance is a straightforward business. A family needs protection, an agent helps them get it, the carrier pays the agent a commission. Do that well, repeatedly, and you build a real income with no degree, no boss, and no cap. Add indexed universal life to the toolkit and, for the right client, you're helping build tax-deferred cash value on top of the death benefit.
But most agencies grow by recruiting in volume. Rented sports cars on Instagram, vague promises about “six figures in six months,” and a training program that amounts to “call your mom.” Most recruits wash out within a year, and the agency is fine with that because the few who stay pay for it.
Unleash Financial started because we've lived inside that model and know it can be done better. A smaller founding class. Real training, with an emphasis on the IUL conversation most agents never learn to have properly. Honest numbers. And a destination: an independent brokerage with direct carrier relationships, where the agents who built it run their own agencies.
We're remote-first and licensed where our agents live. If you're reading this in 2026, you're early. That's the whole pitch.
How we operate
Four rules we don't break.
Say the real number
What licensing costs. What leads cost. What a first-year agent actually makes. If we can't say it out loud, we don't say it.
Sell what you'd buy
Every product we train on is one we'd put on our own families. If an IUL isn't the right fit, the agent is trained to say so.
Train like producers
Leadership writes business. Training comes from people in the field this week, not from a course someone recorded three years ago.
Build for ownership
The agency exists to become a brokerage where producers own their own agencies and books of business. Every decision gets measured against that.
The plan
From agency to brokerage.
Today, Unleash operates as an independent agency: our agents are appointed with carriers through our contracts. The goal is to become the brokerage itself, holding those carrier relationships directly and passing the economics down to the people who earned them.
Launch the agency
Contract with carriers, recruit a founding class, and build the training system from the first rep up. Everyone who joins now is building the thing, not joining a thing.
- Founding class of agents
- Carrier appointments
- Licensing & onboarding program
- Weekly live training
Scale the system
Lead programs that pay for themselves, a repeatable IUL sales process, and the first agency builders promoting into leadership with their own teams.
- Lead & referral engine
- IUL specialist track
- First agency builders
- In-person intensives
Become the brokerage
The plan: Unleash contracts directly with carriers as an independent brokerage. Higher contract levels, more carrier choice, and a defined agency-ownership track for the people who built it. Subject to carrier approval and state licensing.
- Direct carrier relationships
- Higher contract levels
- Multi-state footprint
- Agency-ownership track
Leadership
Meet the founders on a call, not a bio page.
The founding team comes from inside the independent life insurance world: producing, recruiting, and training agents. We'd rather you judge us in a conversation than from a paragraph. Every applicant gets 20 minutes with a founder before anyone signs anything.
Early is a feature.
Founding-class agents get the best contract levels we'll ever offer and the first shot at building teams.