Life Insurance · Annuities · P&C
Build a Business.
Leave a Legacy.
Prosperity Financial Services gives independent agents a proven system, top-tier carrier access, and a structured career path to build a thriving practice — on their own terms.
$10M+
Protection Placed
50+
Carrier Partners
15+
States Licensed
Trusted Carrier Partners
Mutual of OmahaTransamericaAmericoAmerican NationalForestersOxford LifeGlobal Atlantic
What We Offer
Our Services
Life Insurance
Annuities
Property & Casualty
How It Works
Simple 3-Step Process
01
Free Consultation
We start with a no-obligation call to understand your family's or business's needs and goals.
02
Tailored Analysis
We shop 50+ top-rated carriers to build a solution that fits your budget and objectives.
03
Secure Your Coverage
We guide you step-by-step through the application and make sure your protection is in place.
Leadership
A System Built by Agents, for Agents
Prosperity Financial Services was built on a simple belief: independent agents deserve a proven system, not just a job.
Founder & President
Shinbei Lee
Property & Casualty
Founder & CEO
Payeng Lee
Life & Annuity
FAQ