We’re Looking for Advisors Like You.
Advisors Who Lead With Integrity, Not Pressure.
We’re not another lead vendor or marketing agency.
BrightPath partners with independent advisors who share our mission: to bring truth, clarity, and compassion to retirement education.
Our team handles the marketing, education platform, and automation so you can focus on what matters most: helping clients make confident, informed decisions about their future.
Join a community built on faith, transparency, and results. If you believe in guiding people the right way, we want to work with you.
Own Your Marketing. Own Your Data. Own Your Pipeline.
BrightPath isn’t here to rent you recycled leads or control your business we’re here to empower it. As a done-with-you marketing partner, we build your funnel, manage your campaigns, and deliver exclusive appointments with real prospects who have already been educated through our platform.
You keep the data, the brand, and the relationships.
We simply help you scale transparently, efficiently, and on your terms.
AGENT 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?
Describe the item or answer the question so that site visitors who are interested get more information. You can emphasize this text with bullets, italics or bold, and add links.
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?
Describe the item or answer the question so that site visitors who are interested get more information. You can emphasize this text with bullets, italics or bold, and add links.