A Life Gateway partnership platform

Agency Financial Desk is not a separate insurance company or advisory firm. Life Gateway built and runs it as its partnership platform for P&C agencies.

Life Gateway and its advisors provide the people, licensing, carrier relationships, case support and client service behind it.

Agency Financial Desk gives this partnership channel its own name. Life Gateway remains the operating business.

Three people in conversation around a round table covered with papers

Leadership

Alberto Crespo

Founder, Life Gateway

Alberto Crespo founded Life Gateway and designed the Agency Financial Desk partnership model.

Before Life Gateway, he spent 18 years in public education as a teacher and administrator. He built the firm on a simple idea: financial topics get easier when clients can talk to someone who explains them clearly and walks them through a defined process.

Alberto leads partnership strategy, advisor support, case development and the growth of Life Gateway's life insurance and retirement work.

Jeremy Sharrock

Agency Partnership and Client Strategy

Jeremy Sharrock is the main relationship contact for agencies working with Agency Financial Desk.

He works with agency owners to understand their current process, find the right opportunities and set up a practical way to bring interested clients into life insurance and retirement conversations. He also follows qualified opportunities through the Life Gateway process and keeps the referring agency informed.

Let's find out whether there is a real opportunity inside your agency

Schedule a 15-Minute Agency Partnership Introduction

Or email Jeremy at [email protected]