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About Us

We’re obsessed with powering the spirit of our industry.

We believe insurance is about relationships, and technology and predictable strategies should make them stronger. We exist to empower individuals, companies, advisors, and MGAs — because their success is our success.



30 Years of Experience

Charles Jorge is an accomplished insurance industry professional with over 30 years of experience. Starting his career as a financial planner, he rose to the ranks as an executive with companies such as Pan American Life, American Fidelity Assurance, and BMI well recognized international life and health insurance companies. Along with well-respected and established insurance companies, he was the President and CEO of several smaller insurance company startups. His extensive knowledge of financial planning, risk management, product development, brand and distribution management, and operational procedures has made him a highly respected expert in the field.

His core competencies, which include:

  1. Advisory for financial services and planning U.S, Latam, and Asia

  2. Asset and wealth preservation concepts U.S., Latam, and Asia

  3. Advisor empowerment and coaching

  4. Operational management

  5. Brand and Marketing support

  6. Fintech Platform Evaluation

  7. Product Development and Placement

  8. Business development in U.S., Latam, and Asia

In addition to these competencies, Charles has received numerous awards and accolades throughout his career.

Despite his success, Charles remains focused on delivering the best possible outcomes for his clients. He is highly regarded by his colleagues and peers for his exceptional work ethic and dedication to the insurance industry

Our Team


Judith Fraguela

Operations Manager


Moises R. Martinez

Marketing Strategist

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Wendy Velasco

Administration Manager

Schedule a Meeting

Looking for insurance or business advice? Schedule a meeting with our advisors today to grow your business, secure your future and protect what matters most.

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