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Ready to take your business to the next level?

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-We Offer It All-

ACA Marketplace Health

We offer plug and play lead systems including direct transfers, consumer generated inbound calls, and social media leads.

Our independent agents have the benefit of working with reliable platforms that have been agent tested in our own enrollment centers.

We also offer our agents support in duplicating our enrollment center model themselves!!!

Medicare

We offer full street level compensation, access to marketing co-op dollars, override potential.

Our partners are set up for success with real live support to grow a successful Medicare book and agency.

Mortgage Protection and Final Expense

We offer top contract levels for life carriers and access to both direct mail campaigns, social media leads, and consumer generated inbound calls.

We can help with both in person and telesales marketing.

Core FE Carriers:

American Amicable

Sentinel Security

SBLI

Liberty Bankers

Transamerica

Core MP Carriers:

Mutual of Omaha

National Life Group

GPM

American Amicable

Desk

Annuities and IULs

Not only do we offer some of the best compensation in the industry, but also have a full support team to help with case design and back office support to help get your business issued.

We offer unique marketing strategies through our partners for both Seminars and Virtual Appointments with public employees.

Core IUL Carriers:

National Life Group

Ameritas

Core Annuity Carriers:

Equitrust

National Life Group
Athene

ANICO

-Our Story-

Great Vista was founded by Joshua Makinen and Holly Perry in 2019 as a platform for agents to plug into all the resources an independent agent would need to be successful in the life and health insurance marketplaces.

Agents ourselves, we noticed that the industry lacked transparency and that this seemed to be a major factor in the high turnover and failure rate that the insurance industry is known for.  We decided to do things differently!

 

Our core values:

Honesty

Integrity

Transparency 

Value  

Partnership

At Great Vista we believe that success can only be achieved when realistic goals and expectations are set and we work closely with our agents in building their business plan.  We teach agents how to run their own agencies like a business!  We teach our teams how to grow an agency, how to budget and forecast, and track the real metrics necessary for success.  We do not believe in painting an unrealistic picture of what could be, instead we focus on setting realistic expectations and goals to help agents achieve their goals.

We are yoked in partnership with our agents and we only win if they win!

We aim to be a one stop shop for our partners allowing agents to grow in the industry over time and develop their pratices with tools and resources starting with final expense, and mortgage protection, and moving into advanced markets and annuity sales as well as the health insurance marketplace to build long term residual income streams not possible with other brokerages.

Great Vista has come a long way since it's start and is always growing and adapting to the changing marketplace.

"Time is what we want most, but what we use worst."

William Penn

© 2019 Great Vista Financial

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