About BrightPath Retirement Solutions

Our Story

BrightPath was built on experience, more than a decade of hands-on work helping families, agents, and advisors navigate the financial landscape with honesty and results.

Before BrightPath, our team spent years in the trenches of digital advertising and insurance marketing generating thousands of high-intent leads, designing compliant funnels, and supporting agents across every major product line:


Final Expense. Mortgage Protection. Indexed Universal Life (IUL). Annuities. Medicare. ACA. Recruiting.

We’ve seen the industry from every angle from the independent agent struggling to find consistent, qualified leads, to the retiree overwhelmed by jargon and conflicting advice.


And through it all, one thing became clear: people don’t need more noise they need truth, transparency, and guidance they can trust.

Our Mission

BrightPath Retirement Solutions exists to bring light and clarity to one of life’s most important topics your future.


We are not financial advisors or an IMO. We are a marketing and education company built to connect people seeking honest retirement information with verified, licensed professionals who share our values.

Our mission is simple:

Educate the public with faith-driven, easy-to-understand lessons about lifetime income and retirement protection.

Empower independent advisors with transparent marketing systems they own so they can serve, not sell.

Elevate the standard of integrity across the entire retirement space.

Our Experience

Over the past 10+ years, our founders and partners have:

Generated and delivered hundreds of thousands of insurance leads across multiple verticals.

Built fully automated marketing systems used by agencies nationwide.

Trained and recruited independent agents from coast to coast.

Helped countless families protect their retirement income and peace of mind.

This blend of marketing precision, field experience, and servant-hearted leadership is what sets BrightPath apart.

© 2025 BrightPath Retirement. All rights reserved.