Contact Us
Connecting with a caring community is vital when you’re planning for the future. That’s why we welcome your questions, feedback, and stories. Our mission isn’t just to educate it’s to walk beside you on the journey toward clarity, confidence, and peace of mind in retirement.
Please use this contact form to reach out with any questions about our learning program, advisor connections, partnerships, or website support. Whatever you need, we’ll make sure your message finds the right person on our team.
Prefer to speak directly? You can call us at 562-534-3378 during business hours, and we’ll be happy to assist or point you in the right direction. We strive to respond within one business day across all channels.
Reach out anytime we’re here to help you find your Bright Path forward.
FAQ
1. Is BrightPath an IMO or FMO?
No. BrightPath is not an IMO or FMO. We’re a marketing and education company that helps advisors build their own client acquisition systems while maintaining complete independence and control.
2. How does the BrightPath program work?
We set up your branded funnel, ad campaigns, and automation then manage traffic to generate exclusive appointments with prospects who’ve already completed our educational lessons. You simply show up and serve.
3. Are the leads exclusive?
Yes. 100% exclusive. Every lead and appointment generated through your campaigns belongs to you. You own the data, the CRM records, and the client relationships.
4. What does it cost to get started?
We operate on a partnership model a one-time setup fee covers your funnel and automation build, followed by a minimum monthly ad spend. There are no long-term contracts or hidden fees.
5. Can I see the funnel or ads before joining?
Yes. We offer a full demo walkthrough so you can see exactly how the system works — from the ads and landing pages to the appointment automations and tracking.
6. Do you provide compliance support?
Yes. All pages and communications are built with compliance in mind, using transparent language and clear disclaimers. You’ll have full control to review and customize your materials as needed.
7. What kind of advisors do you work with?
We work with licensed annuity and retirement professionals who value education, integrity, and long-term client relationships over high-pressure sales tactics.
8. Can I scale my lead flow over time?
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