Leads without the invoice.
Company-funded veteran-focused leads, plus recruiting opportunities to help you develop your organization. Agents never pay for company leads.
Your ambition. Our investment.
Build a business.
Make an impact.
Be VESTed.
Serve veterans and their families. Build a team you believe in. Bring your commitment—we’ll bring the leads, tools, and a place to grow.
Already licensed or starting fresh? There’s a path for you.
VESTED IN YOU.
FROM DAY ONE.
FROM DAY ONE.
Your potential deserves
more than a starting budget.
40,000+New veteran IUL leads each month
200,000+Business-opportunity leads each month
$0What agents pay for company leads
VEST network-wide lead generation figures. Individual assignments depend on licensing, availability, production, and program requirements.
A different way to build
Your effort should move you forward.
You shouldn’t need a large lead-buying budget to build an insurance business. VEST invests in the infrastructure so you can focus on conversations, serving families, and developing leaders.
Your business, connected.
A VEST advisor workspace brings your contacts, appointments, recruiting, team, and personal website together.
Growth with purpose.
A clear rank progression rewards qualified production and leadership. Develop people, build referrals, and grow a business that serves families.
Earn. Develop. Advance.
A path built around performance.
Personal commissions, leadership overrides, and qualifying bonuses work together to reward production and team development.
Personal production
Earn on qualifying issued and paid business. Your rank determines your commission rate, with personal production bonuses subject to the plan’s requirements.
Team development
Eligible leaders earn differential overrides and recruiting bonuses tied to the qualifying production of recruited agents.
Long-term growth
From month 13, eligible growth bonuses compare organization production with the same month a year earlier. Persistency and referral standards apply.
The current written compensation plan governs eligibility, rates, timing, chargebacks, and promotions. This is an independent commission-based opportunity. Earnings are not guaranteed.
We believe in people.
We’re vested in you.
We’re vested in you.
Why we built VEST
Experience taught us there had to be a better way.
Our leadership team brings over 20 years of experience in financial services—and firsthand experience with the frustrations of traditional IMOs.
We built VEST to put support behind ambition. A place where the size of your lead budget doesn’t decide your starting point, and where commitment, service, and leadership can create a path forward.
Start where you are
Your next chapter, step by step.
Introduce yourself
Tell us about you and whether you hold an insurance license. Your recruiting advisor stays connected to your application.
Get licensed
New to insurance? Start with our licensing school. Licensed already? Continue to registration.
Join VEST
Pay the $125 one-time registration fee. No annual registration renewal. CRM access is $197 monthly after the first 30 days. Licensing and other business costs are separate.
Get ready to grow
Set up your professional email and VEST account, complete SureLC contracting, and follow guided onboarding.
Know before you begin
Good questions. Clear answers.
Do I need an insurance license to join?
You can start the application without one. We’ll direct you to our licensing school, then help track your progress. You must be properly licensed and appointed before conducting insurance business.
Do agents pay for leads?
No. VEST funds company leads. Assignment and replenishment depend on licensing, production, availability, and program requirements. Licensing, platform services, and other business expenses are separate.
What does registration cost?
The VEST registration fee is $125 one time. It is not annual and has no registration renewal. CRM access is $197 monthly after the first 30 days. Review licensing, insurance, and other business costs before joining.
Can I build a team?
Yes. Your personal recruiting link connects applicants to your organization. You can track their licensing and onboarding progress in your VEST workspace.
Is this a salaried position?
No. This is an independent, commission-based insurance business opportunity. Results depend on production, persistency, qualifications, expenses, and the work you put in. No earnings level is guaranteed.
Bring your commitment