The Wealth Agency (TWA)

exists to help families build stronger financial foundations—and to help producers build real businesses while doing it the right way.

We’re a financial services agency focused on education-first conversations that lead to practical solutions: protection, long-term savings strategies, and planning support.

Our mission is simple: help people save for the future and protect their families, while developing leaders who can create long-term impact in their communities.

What We Do

We work with clients to identify gaps and create a plan around:

  • Life insurance and living benefits (family protection)

  • Retirement strategies and long-term wealth building

  • Annuities and safe money solutions (when appropriate)

  • Home loans and related services (through our channels/partners)

  • Financial education presentations and ongoing client support

How We’re Different

We don’t believe in “winging it.” We believe in systems + standards.

That’s why we built a platform that helps agents:

  • Learn the skillset (training + scripts)

  • Execute consistently (daily activity + follow-up)

  • Operate professionally (company email/calendar + compliance standards)

  • Grow through a clear path (Associate → Strategist → VP)

Our Story

TWA has grown through building, testing, and refining what actually works in the field. We’ve experienced the same growing pains most agencies face—systems that weren’t unified, inconsistent follow-up, and training that wasn’t centralized.

So we rebuilt. We created one operating system that launches producers with clarity:

a configured CRM workspace, a training ecosystem, and a consistent communication standard—so you can focus on production, leadership, and serving families.

If you’re coachable, consistent, and ready to build—this is the environment we’ve been creating.

MEET THE FOUNDER & CEO

Hey, I'm Phil Jeffords!

I built TWA to create a different kind of agency—one that prioritizes education, integrity, and real systems so producers can build long-term businesses while helping families protect what matters most. We’re building a culture of consistency, accountability, and leadership development—not hype.

What you can expect here:

A clear process and training path

A Platform that supports consistent execution

High standards, real mentorship and a team-first culture

If you're coachable, committed and ready to build, we'd love to meet you!