Redefining the future of life insurance
We equip independent advisors with the tools, training, and support to deliver true financial transformation — making insurance a stepping stone, not a destination.
The RightWay to Do Financial Planning
Our goal isn’t to sell life insurance — it’s to help your clients eventually not need it. Through proper financial planning, insurance becomes one organized tool within a broader strategy, not the end product.
We believe in empowering advisors to build real, lasting client relationships through the CARES™ system — an approach that puts the client’s life goals first and builds financial strategy around them.
Products That Serve a Bigger Strategy
Our insurance offerings are tools — carefully selected to fit within a comprehensive financial plan
Life Insurance
Term, whole, and universal life solutions that protect families while building toward a future where coverage is no longer needed.
Long-Term Care
Proactive planning for the costs of aging — preserving assets and protecting the people clients care about most.
Annuities
Guaranteed income and growth strategies that complement investment portfolios and provide peace of mind in retirement.
Transforming How America Thinks About Insurance
The current state of the insurance industry is broken. Most Americans are underserved — sold products they don’t understand by advisors who aren’t equipped to see the full picture.
Our vision is to change that — by building a network of advisors who use insurance strategically, reduce unnecessary coverage over time, and ultimately help clients achieve true financial freedom.
Learn the Rightway Approach
Three short videos that explain our philosophy, process, and opportunity
Analyzing the Need
This is the process of understanding a client’s full financial picture, identifying risks, and uncovering gaps using a structured, data‑driven assessment. By taking a holistic approach, advisors can translate complex financial realities into clear, actionable protection strategies.
Managing the Need
Once risks are identified, advisors help clients prioritize solutions, select the right products, and implement coverage that fits their goals and budget. Ongoing reviews and proactive planning ensure that the protection strategy evolves as life circumstances change.
Eliminating or Reducing the Need
Through planning, education, and early decision-making, advisors help clients reduce future exposure to financial risk, eliminating or minimizing the need for crisis-driven insurance solutions. This forward‑looking approach builds stability, simplifies long‑term planning, and increases client confidence.
Why Advisors Choose Rightway Life
Why Advisors Choose Rightway Life
Live Anywhere, Work Anytime
Our model supports true geographic and scheduling freedom. Build your practice from anywhere in the country.
Proven CARES™ Process
A structured, repeatable system for building deep client relationships and delivering consistent outcomes.
Training & Business Planning
Marketing support, business planning frameworks, and ongoing education built into your practice from day one.
Legitimacy & Credibility
Access to institutional-quality tools and resources that were once only available to large wirehouse advisors.
Comprehensive Portfolio
Life, LTC, and Annuity products from top-tier carriers — everything you need in one place.
GoalBuilder Technology
Purpose-built planning tools that help advisors clearly visualize client goals and build strategies around them.
GoalBuilder — Planning That Puts Clients First
GoalBuilder is the technology platform that powers the CARES™ experience. It gives advisors a structured, visual way to understand client goals, identify gaps, and build strategies around what actually matters to people.
This isn’t generic financial software — it’s a purpose-built tool designed around our philosophy that the client’s life goals must drive every financial decision.
What Our Resource Partners Say
Hear from the companies and partners who work alongside us in the CARES™ ecosystem
Placeholder testimonial from a resource partner about how working with Rightway Life advisors has been a differentiated experience compared to other IMOs.
[Partner Name]
[Title, Company]
Placeholder testimonial from a resource partner about how working with Rightway Life advisors has been a differentiated experience compared to other IMOs.
[Partner Name]
[Title, Company]
Placeholder testimonial from a resource partner about how working with Rightway Life advisors has been a differentiated experience compared to other IMOs.
[Partner Name]
[Title, Company]
Meet the People Behind Rightway Life
Experienced advisors and professionals committed to transforming the industry
Jacques Cureton
Managing Partner with Interactive Financial Advisors
Olga Storojuc
Investment Advisor Representative
Don Means
Investment Advisor Representative
Rick Peterbok
Managing Partner with Interactive Financial Advisors
Jacques Cureton
Managing Partner with Interactive Financial Advisors
Olga Storojuc
Investment Advisor Representative
Don Means
Investment Advisor Representative
Rick Peterbok
Managing Partner with Interactive Financial Advisors
Ready to Build Something Different?
Join a network of advisors who are doing financial planning the right way — and building practices they're proud of.
