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Join The Soar Financial Group

The Soar Financial Group is more than just a brokerage — it’s a mission-driven team of licensed professionals helping families protect their future. Our Agent Membership gives you access to free training, day-one vested renewals, and unlimited income potential. You’ll get mentorship, resources, and a real shot at building your own book of business — with purpose and flexibility. Join us and make your mark in life and health insurance.

Perfectly Created For

Individuals and families who want to secure their financial future with life insurance, Medicare guidance, and retirement planning. It's also for small business owners looking to offer employee benefits — and aspiring agents seeking a meaningful, profitable career in insurance.

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Frequently Asked Questions

What’s the difference between term life and cash value life insurance?

Term life provides coverage for a fixed period (e.g., 20 or 30 years) and typically has no payout if you outlive the term. Cash value life insurance, like Indexed Universal Life (IUL), builds savings over time and allows you to access your money later — even while you're still alive.

Can I really access money from a life insurance policy before I die?

Yes — with certain policies like IULs that offer living benefits. You can access funds in cases of chronic, critical, or terminal illness, and even use the policy as a tax-free retirement income source.

Why should I work with an independent broker instead of a big insurance company?

As an independent broker, Brent shops across 15+ top-rated insurance carriers to find the best plan for your needs and budget — with no bias or upselling. You get honest advice, better options, and one-on-one guidance.

When should I start planning for retirement?

The sooner the better — even if you're just starting your career. The earlier you begin, the more time you have to grow tax-free wealth and protect your future income. Brent can help you create a personalized, flexible plan at any stage.

How much does it cost to get a consultation?

Consultations are completely free. Brent will review your current situation, answer your questions, and help you understand your options — with no pressure to commit.

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