Chief Leadership OfficerA different perspective on your future
Dream bigger.
Build smarter.
Live fully.
A technology-enabled, entrepreneur-focused financial services platform. Built for the way you want to work, live and grow.
THIS IS VANTAGE.Built around people. Designed for possibility.
THE BIGGER PICTURE
Your business.
Your people.
Your life.
AI-created film
OUR NEXT MILESTONEApproaching16,000
Agents building with Vantage
EXPERIENCE THAT GUIDES YOU200+ years
Combined executive experience
A STRONGER FOUNDATION4 pillars
One connected opportunity
BUILT AROUND YOUR FUTUREDay one
A business you can build your way
SUCCESS SHOULD MEAN MORE
Your career should serve your life.
Not be your life.
We’re not simply building another financial services company. We’re bringing experience, opportunity, technology and human connection together.
Because success means more than building a business.
It means building a life.
WHY PEOPLE CHOOSE VANTAGE
Four pillars.
One opportunity.
Great businesses need more than one advantage. At Vantage, these four work together.
01LEADERSHIPLeaders who
Own what
Paid like
Work smarter.
Leaders who
serve you.
Real mentorship. Proven experience. A clear path to advance.
Meet your support system ↗02OWNERSHIPOwn what
you build.
Your business, your long-term vision and an ownership opportunity.
Explore ownership ↗03COMPENSATIONPaid like
it matters.
A transparent plan built around production, leadership and growth.
Understand the model ↗04ARTIFICIAL INTELLIGENCEWork smarter.
Live more.
Practical AI tools and training. More room for the people who matter.
See the AI advantage ↗
01 / LEADERSHIP
You won’t build
this alone.
200+ years of combined executive experience. A culture of servant leadership. People invested in helping you take your next step.
Chief Leadership Officer
Chief Executive OfficerJeff Levitan
Experience building agents into leaders and leaders into organizations.
FounderJohn Benham
The vision behind a company built around the people who grow it.
Chief Technology OfficerJeff Blochowiak
PresidentVince Rokose
Putting the field first, with the structure and support to move forward.
Chief Training OfficerRex Wu
Chief Strategy OfficerAggie Wu
Chief Financial OfficerAndrew Gunter
Chief Operating OfficerMaria Lopes
Chief AI Strategy OfficerYousuf Khatib
Vice President, OperationsJay Hosier
Servant leadershipIntegrityTransparency
Explore Jeff Levitan’s career track record +
$250B+
Protection placed by teams he has built
$2B+
Commissions generated by his teams
500,000+
Agents recruited into organizations he has led
28
Seven-figure earners developed
Career figures supplied in Vantage’s website content. These reflect prior organizations, not Vantage’s current results. They are not typical, a guarantee or a projection of any agent’s results.
02 / OWNERSHIP
Build a business.
Make it yours.
What you build should help shape your own future. From your book of business to your agency, take a longer view of what’s possible.
Your code. Your business.
Build your client relationships and book from day one, under Vantage’s agent agreement.
A stake in the bigger picture.
Explore Vantage’s equity ownership opportunity and how participation works.
An agency with your values.
Develop people, grow leaders and build an organization you’re proud of.
Ownership rights, equity participation and eligibility are governed by the applicable agreements and program terms.
GROW SOMETHING THAT’S YOURS
03Your agencyLead with your values.
02Your teamGrow by helping others grow.
01Your relationshipsStart with people.
A foundation for the future you choose.
03 / COMPENSATION
A plan built to
reward the field.
Understand how production, advancement and leadership connect. Start where you are. Build at your own pace.
Serve families.
Get paid on the business you write and the work you do.
See your next step.
Clear milestones help you understand what the next level takes.
Develop people.
Learn how team production and leadership fit into the plan.
Think long term.
Explore equity participation as part of your bigger business vision.
Full-time ambition. Part-time beginnings.
There’s more than one way to start.
Vantage agents are independent, commission-based business owners. Income varies with production, effort, skill, licensing and market conditions. No level of income is guaranteed. Ask your recruiter or MD to explain the full plan, costs and requirements.
04 / AI · POWERED BY VANTAGELIFE.AI
More human connection.
Less busywork.
The industry is changing. Put practical AI, business tools and hands-on training to work—with people at the center.
A BETTER WAY THROUGH YOUR WORKDAYBe present.
Be present.
We’ll help with
what comes next.
Capture the conversation. Prepare with context. Follow through with confidence.
Illustrative workflow · Human review at every stepCAPTURE
FathomA conversation worth remembering.
Meeting notes keep the important details close.
PREPARE
AI FNAA clearer picture. A thoughtful plan.
AI helps structure a financial needs analysis.
FOLLOW THROUGH
YouKeep the relationship moving.
Review the work and choose the next step.
AI Financial
Needs Analysis
Turn client information into a structured FNA and presentation you can review and refine.
AI meeting
notes
Stay present. With permission, record conversations and revisit summaries and next steps.
A content
engine
Social posts, prompts, films and campaign ideas to help you tell your story and start conversations.
Google Workspace
Enterprise
Professional email, Calendar, Meet, Drive and Docs for the business you’re building.
Practical training.
Real support.
Weekly live AI training, plus focused Google and Fathom sessions, recordings and setup help.
More consistent
client reviews
Our vision: use client history to support more thoughtful annual reviews and ongoing service.
In developmentYou bring the judgment and the relationship.
Technology helps you do more with both.
AI outputs require review. Tool availability, membership, setup and recording permissions apply.
BIG IDEAS. A HUMAN STORY.
A different kind
of financial company.
A little imagination goes a long way.
Explore the world we’re building together.
AI-created Vantage films.
WHAT AI MAKES POSSIBLE
Real agents.
Real time back.
Individual member experiences.
Results vary and are not guaranteed.
I saved 10 hours a week.
01 / 04
YOUR PATH AT VANTAGE
Educate. Elevate.
Evolve.
From your first conversation to leading an organization. Build confidence at every stage.
- 01
Connect.
Meet your recruiter or MD and talk about the future you want to build.
- 02
Educate.
Work toward licensing, learn the system and build your foundation.
- 03
Elevate.
Put your training into practice with mentorship and a clear next step.
- 04
Evolve.
Develop other leaders and grow an agency with lasting impact.
WHO THRIVES HERE
Built for people
ready for more.
Career changersLicensed agentsEntrepreneursPart-time builders
THE REASON BEHIND THE WORK
Help families
build their
next chapter.
Help people explore protection, retirement, education and legacy planning through conversations that put their goals first.
A LITTLE MORE CLARITY
Good questions.
Straight answers.
Do I need a financial services background?+
No prior finance background is required to explore the opportunity. Your recruiter will explain the licensing, training and carrier requirements for the work you want to do.
Can I start part-time?+
Yes. Many agents begin alongside other work. Talk with your mentor about the time, training and licensing needed to build responsibly.
What does ownership mean at Vantage?+
There are two conversations: rights in the business you build, and participation in the company’s equity opportunity. Your rights and eligibility depend on the relevant agreements. Ask your recruiter to walk you through both.
How am I paid?+
Agents operate independent, commission-based businesses. Compensation depends on the plan, production and applicable requirements. Income is not guaranteed; review the complete plan and costs with your recruiter.
What if I’m not technical?+
Practical training, recordings and setup help are part of the VantageLife.ai experience. Start with one useful workflow and build confidence as you go. Membership and tool availability apply.
What should I do next?+
Start with a conversation with the person who introduced you to Vantage. If you’re ready to apply, use the existing Vantage application. If you need help finding the right person, request information below.
YOUR NEXT CHAPTER STARTS HERE
Design your future.
Live it with Vantage.
Leadership that serves you. Ownership you can build toward.
Compensation you can understand. AI that helps you work smarter.