Independent FMO · Medicare · Life & Annuities

Be an Agent of Change.

Build a business that grows your income and your clients’ futures with the infrastructure, support, and community to do both on your own terms.

Whether you are starting with Medicare or Life & Annuities, switching FMOs, or scaling an agency, TPA helps you build with support, infrastructure, and ownership.

Agent success story
50 States Licensed
6+Years in business
60+Carrier relationships

Whether you’re starting with Medicare or Life & Annuities, switching FMOs, or scaling an agency,

TPA helps you build with support, infrastructure, and ownership.

Building an Independent Insurance
Business Shouldn’t Mean Doing It Alone.

The Premier Agency is not a traditional FMO. It’s a growth platform built around independent agents who want to own their business, across health and wealth, without trading away independence for support.

Contracting & Back Office

Real people, not portals, when you need answers.

CRM & Enrollment Tech

Built for how independent agents actually work.

Marketing & Co-Op

Compliant assets and dollars to help you grow.

Events & Community

Peer accountability that compounds over time.

You Build the Business.
We Build the Platform Behind It.

We build the platform so you can build your business without giving up ownership, your brand, or your clients.

Maricela Santana

  • Independent Agent for 9 years with TPA
  • Bilingual agency
  • Built her agency from a husband and wife team to 20 people
  • Agents across the U.S. and Mexico
  • Launched Senior Health Agent Hub in 2024 , a platform created specifically for aspiring Medicare agents
  • Has been a 100 Club member every year since it was founded

“Thanks to Brent and Justin at TPA, the support and technology provided as a new broker made my transition into the industry smooth, aligning perfectly with our personal and business values.”

Maricela Santana

Our Growth Paths Help You Build a Business You Own, Not a Paycheck You Chase.

Four paths. One platform. Built around where you are and where you are heading.

New to Medicare

Just getting started in the industry? We walk you through contracting, training, and your first carriers step by step, with real people on your side
  • Licensing and contracting support
  • Medicare product training built around how agents
    actually learn
  • CRM, quoting, and enrollment tools included from day one
  • Mentorship from working agents, not corporate trainers

New to Life & Annuities

Build advisory relationships before and beyond Medicare.
TPA Life Concepts gives agents a structured path into life
and annuity production with the training, support, and
infrastructure to do it well

  • Fact finding framework that uncovers real client gaps
  • Product training and case strategy from day one
  • Compliance and suitability guidance built in
  • Serve clients before Medicare eligibility and beyond

Experienced Agents

You know your products. You know your market. What you need is a better platform: better tech, better support, and a community of agents building at your level.
  • Advanced CRM, quoting, and enrollment platform
  • Dedicated marketing support and co-op programs
  • Carrier breadth across health and wealth
  • Events and peer community of serious producers

Scaling an Agency

Building a team? We give agency owners the recruiting
tools, sub agency infrastructure, and brand support to grow
without losing what made you good in the first place

  • Sub agency structure that helps you grow while keeping
    ownership and control
  • Recruiting and onboarding systems for new agents
  • Leadership training and agency owner events
  • White label marketing assets and co-branded support

Not sure which path fits best? Book a 15 minute call and we will help you sort through the right next step.

Our Carrier Relationships

Across health and wealth, we give you access to the carriers and products your clients need.

Aetna Cigna UnitedHealthcare Mutual of Omaha Transamerica North American Nationwide American Equity Foresters HealthSpring Devoted Health SCAN Banner Life Wellcare Alignment Health Plan Logo Logo 1 Banner Life Logo Logo Logo Logo NLG Logo GTL Logo Humana
plus 50 more

Building Together

Summer Summit 2026

TPA’s biggest training event of the year. A full day of training and industry networking with 30+ vendor booths for every agent, regardless of where you are in your journey.

July 30, 2026
Great Wolf Lodge, Phoenix
  • Full day training sessions from top producers and industry experts
  • 30+ vendor booths representing carriers across Medicare and Life
  • Networking with agents at every stage: new, experienced, and agency owners
  • A flagship experience built around practical training, carrier access, and relationships with agents who are actually building.

What Agents Say About Building
With TPA

Sergio Valenzuela

“True leadership is about empowering others, a mission THE PREMIER AGENCY makes possible for us. Their robust carrier relationships and backend support give us the freedom to focus completely on mentoring our agents.”

Sergio Valenzuela

Owner / Agent

KristyBierhaus 05232025 1 scaled

“TPA helps brokers stay ahead by combining industry leading technology with responsive support and a clear understanding of what it takes to build and sustain a business, especially in times of industry disruption.”


Kristy Beirhaus

Independent Broker

Michael Cyrino 1

“TPA has been a phenomenal partner and the co-op process has been key to my success as an agent and agency principal. Being able to count on co-op has allowed me to expand my agency footprint and continue to focus on sustainable, effective growth!”


Medicare Mike

Agency Owner

Let's Talk About Your Next Move.

Book a 15 minute call. We will understand where you are, what you are building toward, and whether TPA is the right fit. If it is not, we will tell you that too.

No pressure. No obligation. Just clarity on your next step.

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