Planright Financial

Welcome to Planright Financial

Where Agents Don't Just Earn... They OWN

WATCH OUR SUCCESS STORY VIDEO

With the most comprehensive training, industry-leading compensation structures, and a support system designed for true ownership, you’ll have all the resources and tools you need to build a six-figure franchise as a licensed insurance agent.

Are you ready to stop working FOR someone else and start building WITH us?

Planright Financial is a full-service independent marketing organization, partnered with the nation’s top insurance carriers including Mutual of Omaha, AIG, North American, and Americo!

With over 12 years in business, we’ve built strategic partnerships with industry giants like Integrity Marketing Group and North American Senior Benefits, giving our agents access to the most competitive products and highest commission structures in the industry.

Being recognized as an organization that puts “Others First,” Planright Financial is where licensed agents are given the opportunity to build a thriving franchise, both financially and professionally.

With us, agents aren’t just earning… they’re owning, leading, and making a meaningful impact.

Why Licensed Agents Choose Planright Financial

…And why YOU should, too.

Planright Financial is on the hunt for licensed professionals, proven salespeople, and business builders, just like you.

With us, your potential is simply limitless. Control your earnings, own your book from day one, and enjoy the freedom and growth that comes with true business ownership.

Our Agents Are in Business FOR Themselves, But NEVER By Themselves.

As a licensed agent with Planright Financial, you’ll play a pivotal role in building your own franchise while leveraging our expertise, systems, and support structure to accelerate your success.

Join Planright Financial today, where a six-figure franchise isn’t just possible, but well within your reach.

What Makes Planright Different

Full Ownership From Day One

Unlike other organizations that make you "earn" ownership, at Planright Financial you own your book of business from your very first day. You're building YOUR franchise within our proven system.

Complete Product Portfolio

We're not just final expense. Our agents have access to the full spectrum: final expense, fully underwritten life insurance, Medicare supplements, annuities, and advanced financial products. You become the insurance professional for entire families.

The Power of 3 Support System

Every new agent gets three dedicated account specialists assigned to ensure their success. From real-world training to 24-hour support while you're with clients, your specialists are there to help you close.

Elite Team Culture

This isn't for everyone - and that's intentional. We've assembled an all-star group of leaders who represent decades of combined experience. They've all started at the bottom and built empires. The question is: do you have what it takes?

Do You Have What It Takes to

Join The Planright Financial Team?

This is an elite opportunity. It’s not for everyone, but for those who make the cut, it becomes the cornerstone of their financial future.

Submit your application above to schedule your confidential interview.

Not quite ready?

Download our free “Agent Success Blueprint” to learn more about the opportunity.