Testimonials

"As the president of an insurance and investment organization broadening operational horizons and our physical footprint of service nationally, I suspected we were in need of a qualified responsive consultant who'd been-there-done-that to keep us on course and nudge our ship in the right heading as needed.

Truth is, I didn't know HOW BADLY our seemingly healthy organization needed that insight, until meeting and learning from Jeremy's expertise. Success can be deceptive, because without Jeremy's unique perspectives and powerful pragmatic support, we'd be stuck leaving "well enough alone" because we were unaware of our potential and most importantly what it takes to fulfill it.

Jeremy took a surgical approach to enhancing our systems, fast-forwarding us toward growth (and avoiding pitfalls and needless roadblocks along the way) and we're thrilled to be able to rely on him. Jeremy's life of hard-earned-lessons will surely pay off by making our staff's lives easier by yielding fruit professionally, and personally...because while Jeremy is a consummate business advisor, he's a great guy that makes endless homework lists and 8-hour boardroom meetings painless!"

  • Aaron Smith

    CFC GROUP USA, CEO & CHAIRPERSON

"It's hard to find a mentor in this business who can deliver on what they promise, but Jeremy did that and a lot more. My agency is booming over the past year since working with him and I feel confident in the direction we are headed!"

  • Kenny Lammons

    PATRIOT RETIREMENT GROUP, COFOUNDER

"So thankful that my marketing organization put me in contact with Jeremy. They have put my organization light years ahead of where we were, and it has cost me exactly $0 out of my own pocket. What a brilliant concept!  I have been in the business for 9 years, and I have simply never experienced a better teacher."

  • Joe Finocchiaro

    FINOCCHIARO FINANCIAL, PRESIDENT

"Jeremy came to our office and gave my staff an intense training on how to properly conduct an insurance appointment along with helping us develop an extremely successful life and annuity presentation. My agents still to this day rave that the training is the best training they have ever seen in the business.

Financially, the most profitable thing we learned for my agency was how to put on client appreciation seminars. After roughly 4 months of foundation building, such as the development of our company Playbook, we put on 4 weeks of client appreciation seminars where we generated over 2 million dollars worth of production.

Nearly 3 years later I still talk to Jeremy on a consistent basis, as he has become an integral partner in shaping the direction of my company. I know he only takes on a select few agencies per year to work with, but if you are looking to grow a sustainable practice in the insurance business, you would be crazy not to work with him if you have the chance."

  • Andrew Truitt

    INDEPENDENT INSURANCE SERVICES, PRESIDENT

"I have been shocked at the amount of hands-on training Jeremy has provided us. It is such an exciting feeling to finally be able to visualize the road map to where my company is headed. HUGE fan!"

  • Derek Stapley

    SENIOR BENEFITS GROUP, PRESIDENT

"Thanks to Jeremy, for the first time in my 17 years in the business, I feel like ownership, management, and the agents are all singing from the same song book which now aligns with our mission statement, vision, and our goals.

Along with coaching us through the development of our operating procedure, training manual, recruiting process, and marketing systems; Jeremy provided comprehensive sales training to our agents in our office as well as in the field. We began working with the Academy in November of 2015 and through the first 9 months of 2016 we are on pace to triple our life and annuity production with less agents!

Needless to say, I am a huge supporter of Jeremy and would strongly recommend the Academy for any agency looking for long term growth."

  • Aubrey Ryan

    GAME CHANGING BENEFITS, PRESIDENT

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