Life, Annuity, Health & Alt Investments

Helping Insurance Entrepreneurs Build Their Legacy

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Welcome to the R&R Financial...

#yournewhome!

Hundreds

of new agents

 in 2024

20+

years of

experience

Dozens

of premium

carrier partners

The New Frontier for Insurance   Entrepreneurs & Agency Builders

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Full Ownership of Your Business

You worked hard to build your business—why give up control? With us, you own your contracts, meaning you have direct access to your carriers, full commission payouts, and complete independence.

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A Complete Business Platform

Running a successful agency requires more than just selling policies. Our platform provides a system that helps you generate leads, manage clients and automate your marketing efforts.

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Unmatched Carrier Access

& Support

The right carrier relationships give you the ability to offer the best solutions to your clients. We provide access to a diverse portfolio of top-rated carriers, ensuring you can meet your clients’ unique needs.

No hidden fees, no restrictive agreements—just total freedom to grow on your terms

Book Your Strategy Session →

Redefining Success for Independent Agents

"We are a concierge IMO for insurance agents, financial professionals and agency owners with a true roadmap for business growth."

We believe insurance and financial services is the best path to building lasting wealth. However, the industry is fragmented, with network marketing companies, captive agencies, and independent firms all operating under different models. This creates confusion and a lack of transparency for agents who simply want a clear path to success.


We’ve built the ultimate platform and system designed specifically for independent agents. Our proven strategies, comprehensive support, and cutting-edge resources eliminate the guesswork, giving you everything you need to thrive in today’s competitive market.


Join Our Team

Better Compensation

Better Systems

Better Support

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R&R isn’t just another option—it’s the only solution designed to give agents every advantage in one place.

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Great Compensation

Earn industry-leading commissions with bonuses and incentives designed to reward your hard work.

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Business Ownership

Take full control of your success with the freedom to build, grow, and scale your own agency.

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Top Contracts

Gain access to the highest-level carrier contracts with the best commissions and exclusive benefits.

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Proven Systems

Leverage our cutting-edge platform and strategies to streamline operations and maximize growth.

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Next Level Training

Receive comprehensive, hands-on training to sharpen your skills and ensure you’re equipped for long-term success.

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Unmatched Support

Get expert guidance, training, and resources to help you succeed at every stage of your business.

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TGC Event System

Utilize our proven event strategies to attract clients, build relationships, and drive business growth.

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Top-Tier Products

With over 40 years as industry leaders, our annuity sales division is dedicated to driving your growth and success.

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True Independence 

Build your business on your terms while benefiting from the strength of a unified network.

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Request Agent Contracting Guide

Why R&R?


We are dedicated to being the trusted partner that independent agents can rely on to drive growth, shape success, and unlock new opportunities. Our comprehensive platform blends industry expertise, innovative systems, and personalized support to help agents thrive. We provide the tools and resources needed to build confidence, streamline operations, and elevate client outcomes—empowering agents to expand their businesses while safeguarding their clients’ financial futures.


We equip insurance professionals with the means to overcome industry challenges, offering pathways for both personal and professional growth. By nurturing a community of ambitious, success-oriented individuals, we help agents not only reach their goals but surpass them, always maintaining the highest standards of transparency and integrity.


What sets R&R apart is our ability to bring together the best aspects of multiple distribution models into a single, powerful opportunity. We’ve taken the strengths of captive agencies, independent models, and network organizations—eliminating their limitations and inefficiencies—to create a platform where agents have the freedom, support, and resources they need to thrive. No more choosing between independence and structure, or flexibility and proven systems.


With us, you get it all: the autonomy to build your business your way, the strength of a unified network, and the industry-leading tools that drive real success. 


The future of your business is powered by the right partnership.

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