We Bring Together Individuals, Families, Small Business Owners, And Some Of The Largest Insurance And Financial Services Providers In America To Make Financial Protection More Accessible To Middle-Income Families. Who We Are We are an independent marketing organization that helps make financial solutions more accessible to families. What We Do Our Associates help families and businesses attain vital financial protection to secure their financial future. Our Philosophy We believe everyone should have an understanding of basic financial concepts before making decisions.