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Thank you in advance for your interest and we look forward to the opportunity to serve!


MDRT Speaks -New Orleans, La

Greg was recently in New Orleans Louisiana speaking before about 9,000 attendees from over 70 countries! His talk was called "It's About Time" which was several of his life/work/balance strategies he uses to balance his work life with his family life. It was an honor to share these ideas with some of the best financial professionals across the globe!

National Speaking Engagements

Greg recently spoke for the National Association of Insurance and Financial Advisors on a tour through Louisiana. He spoke in Shreveport,Lafayette, Baton Rouge and New Orleans. What a great experience and opportunity to share with fellow advisors!

National Association of Insurance and Financial Advisors - Main platform Speech

Greg was recently in San Diego speaking before 1,500 attendees from across all 50 states! His talk was on his "Top 5 Habits for long term success in Business and in Life." It was an honor to make a difference in the lives of his fellow colleagues.

The Five-Year Financial Plan

Use it to help clients protect their money and achieve their desired lifestyle.

By Gregory B. Gagne, ChFC


“Many people take no care of their money till they come nearly to the end of it, and others do just the same with their time.”

Unfortunately, this quote is all too true for many people we meet in our lives. They never make plans for the future and wait too long to begin saving for retirement.