We are the Top ¼ of 1% of insurance agents and related services providers in the country. Each of our providers earn at least $1M a year, on a consistent annual basis.
Our Partners
Jeff Friedlander
Jeff has been in insurance on the agency side in some form or fashion since 1987. He started out working for his father’s exclusive agency. Breaking off he started his own local retail agency. That operation has grown from 1 state to national. He now owns a retail, wholesale, MGA platform.
Crazy Rich Agents is born out of countless carrier conversations over the last decades. “Nobody thinks like you.” “Nobody does what you are doing”. So what started out as just a different way of thinking has now been monetized for his various agencies putting him in the Top ¼ of 1% of agents countrywide.
John Hawk
John’s background is both in investment banking as well as a long time agency owner. John’s advocacy and insight will help agents as you transition into expanding markets as well as our other bolt on profit centers.
Andrea Funkhouser
Andrea oversees all of our brand initiatives as well as coordinating all of our proprietary course development. She heads up our agency onboarding team and is the central hub through which all our partners connect.
Robert Rothschild
Robert has a robust skill set that includes Health Insurance, Insurance, Medicare, Health Savings Accounts, Managed Care and more. He has 28 years of experience in the industry with extensive knowledge of the NY and NJ markets.
Ritter Insurance Marketing
Ritter has more than 275 full-time employees to assist agents in all facets of their insurance business, from licensing to contracting, to new business, to commissions. They currently offer services and products in all 50 states plus Puerto Rico.
Dawn Myers
Dawn works with agents and agency partners to help expand their portfolio to include Medicare. Now is the time to add Medicare to any portfolio, the opportunities are endless. She is part of the team that provides Product Training, Education & Marketing.
Integrity Marketing Group
Integrity headquarters are in Dallas, TX and is a leading distributor of life and health insurance, and provider of innovative solutions for wealth management and retirement planning.
David Luna
EXPERTISE: MORTGAGE LENDING INDUSTRY
David Luna has more than 35 years of experience in the mortgage lending industry. He presently serves on national boards and holds several national and state certifications. He has been a consultant for Fannie Mae, Freddie Mac, and other large national banks. He has been featured in Mortgage Technology Magazine, National Mortgage Press, newspapers, NBC, CBS and ABC.
David is the previous President of Mortgage Educators and Compliance, an NMLS approved education provider. He has served as Commissioner (a Governor appointed state mortgage regulator) and in several executive positions for banks, credit unions, mortgage bankers and brokerages throughout his career. Including Mellon Bank of New York, Great Western Bank of California, several Federal Credit Unions as well as Vice President of large publicly traded Mortgage Bankers and privately held mortgage bankers.
Shashank Shekhar
Shashank has led InstaMortgage to be one of the fastest-growing mortgage companies in America and the fastest-growing private company in Silicon Valley. In 2017 and in 2021, InstaMortgage (fka, Arcus Lending) was named to the Inc 500 list of the fastest-growing private companies in America (aka “Most Exclusive Club in Business”).
In September 2020, Shashank led his team to create Rachel, the world’s first digital human in the mortgage industry.
Shashank has been named several times to the “most influential” and “most connected” mortgage professional list.
Marc Kiner
Marc has 35 years of experience in public accounting. He recently sold his CPA practice to concentrate on Social Security. Marc helps individuals and professionals understand and maximize their Social Security benefits with Premier Social Security Consulting.
Jim Blair
Jim is the lead consultant in the Social Security consulting department, with over 35 years experience in helping individuals manage their Social Security benefits. He retired after 35 years with the Social Security Administration and is co-founder of the National Social Security Advisors certificate program.
Chris Nolan
EXPERTISE: HOW TO ACQUIRE AGENCIES
Chris is an engineer turned Harvard MBA, corporate leader, and investment banker with a diverse portfolio of experience in business strategy. He specializes in mergers, acquisitions, and identifying promising investment opportunities. This includes acquiring insurance agencies using other peoples’ money, which is a growing opportunity as the biggest generation of agents hits retirement age.
Brand Ambassadors
Psychologically people do business with people they know and like and are like them.
We built our brands on the fact that professions by their very nature involve both trust as well as a large roster of potential clients. These professionals want to talk to their colleagues. They have the clout and the trust to open doors.
James Sosinski
Jim has been a CPA for more than 35 years. He is the creator of CPA Triple Play, where he heads up our CPA recruitment and engagement team. He onboards CPA’s and we connect them with a local agent.
Dr. John Murray, D.C.
Dr. John has been a chiropractor for over 40 years, he is in the Top 1% of chiropractic physicians in the country. John is the creator of Chiropractic Millionaires which is our brand designed to engage chiropractors so that we may connect them with a local agent.
Peter Mora
Prior to stepping into real estate and insurance, Peter worked for a Fortune 500 Company for 19 years. He led teams local and national, improved process and save millions of dollars by improving daily processes and decision making.
Peter decided to leave the corporate world for real estate because he had a young family that demanded a need for more presence and flexibility in the workday.
His work with Seniors in his real estate career lead him to the path of becoming an Independent Medicare Expert. He understands how critical it is to educate Seniors on their options for their future health care needs.
Peter heads up our Real Estate Agent Millionaires brand. Her will aid your efforts in producer recruitment, specifically as it relates to the real estate sales community.
Robert Frontino
Rob retired from his career as Northeast Area Commercial Sales Leader with a national carrier. Rob joined our team to engage and develop agents within our long standing carrier/agency channel relationship.
