Estate Planning
We sit at kitchen tables and build the plan that keeps a family's estate intact instead of tied up and taxed.
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American Life Solutions · Hiring Nationwide
We Don't Cold Call.
We Get In The Door.
Estate planning, equity protection, final expense, Medicare, annuities and lost retirement account recovery — written face to face, in real counties, with real families. Watch the video below before you apply.
Virtual training · Flexible schedule · United States only
0%
Telesales. We go to appointments.
50
States. Training is virtual.
What we do
Six ways we protect a household. One promise kept.
Equity Protection
Homeowners are sitting on the largest asset they'll ever own with zero protection strategy around it. We fix that.
Final Expense
Whole life, IUL and term placed properly — so the last bill a family gets isn't the one that breaks them.
Medicare
We walk seniors through Medicare in plain English and place the plan that actually matches their doctors, drugs and budget.
Annuities
Guaranteed income strategies for people who are done gambling with the money they'll live on for the rest of their lives.
Lost Retirement Accounts
We track down forgotten 401(k)s, surface the hidden fees eating them alive and roll them into something that actually works.
Coverage is placed with whole life, indexed universal life or term insurance — whatever actually fits the household in front of you.
The model
No headsets.
No dialers.
Telesales burns agents out and treats families like a list. We don't do it. Our agents drive to appointments across assigned counties and service areas and sit down in person — which is exactly why our close rates and our income look nothing like a call center's.
- →Appointments in your assigned counties, not random cold leads
- →Hiring anywhere inside the United States
- →Training is 100% virtual — start from your kitchen table
- →Set your own schedule; write as much as you want to write
How it works
From apply to appointments
01
Apply
Two minutes. We're looking for coachable people who can hold a conversation and drive to an appointment.
02
Train virtually
Licensing, product, and the actual in-home presentation. Done from wherever you live in the United States.
03
Run your counties
You get service areas and set appointments. Your schedule is yours — write business on your terms.
Primary opportunity
Field Service Underwriters
Field Service Underwriters meet with families in person, review their needs, and help them put the right financial protection strategies in place. This is a 1099 independent-contractor opportunity with commission-based compensation.
Areas of service
Estate Planning
Equity Protection
Final Expense
Medicare
Annuities
Lost Retirement Accounts
Role details
- →1099 independent contractor
- →Commission-only compensation
- →In-person client appointments
- →Flexible schedule
- →Virtual training
- →No telesales
- →Licensing may be required
Support opportunity
Appointment setters & receptionists
Appointment Setters and Receptionists support our field team by answering calls, speaking with prospective clients, scheduling appointments, and keeping daily communication organized.
- →Hourly pay plus commission
- →Appointment scheduling
- →Phone and administrative support
- →Customer communication
- →Available openings and schedules may vary
Partner
Beagle
We partner with Beagle so clients can track down old 401(k) accounts, see the hidden fees being charged against them, and roll over into a better retirement account in one click. It's another real reason for a family to say yes.
meetbeagle.comApply
Let's see if you're a fit
Fill this out and we'll reach out about licensing, training and your service area.