Who We Are
Helping Agents Reach Their Peak
Our Purpose Is Your Success
At Peak Financial Group, everything we do centers around one goal: helping our agents succeed. We believe that with the right guidance, tools, and support, every agent has the potential to build a thriving business and create a future they’re proud of. Our purpose isn’t just to provide opportunities — it’s to help you reach your full potential and achieve lasting success in this industry.
What Drives Our Agents to the Top
Success doesn’t happen by accident — it takes the right support, tools, and leadership. These are the three core areas that drive our agents to reach their peak.
Experienced Industry Leaders
Strong leadership sets the tone for everything we do at Peak Financial Group. Led by Bree Starr, an accomplished Sales Leader and CEO, our team brings years of hands-on industry experience, proven growth strategies, and a relentless passion for helping agents succeed. Bree’s leadership goes beyond titles — she’s deeply committed to mentorship, offering the kind of guidance that empowers agents to overcome challenges, unlock their potential, and achieve lasting success. Under her vision, Peak Financial Group has cultivated a culture of collaboration, integrity, and growth, where every agent has the tools and support they need to thrive. Bree has helped countless agents reach the top of their game — and she’s here to help you do the same.
Cutting-Edge Tools & Expert Training
We believe the right tools and training can transform an agent’s business — and their future. That’s why we provide far more than basic onboarding. Our agents gain access to comprehensive training programs designed for every stage of their journey, from mastering the fundamentals of life and health insurance to refining advanced sales strategies. We pair that training with industry-leading tools — including cutting-edge CRM systems, lead generation programs, and streamlined processes — so you can focus on what truly matters: serving your clients and growing your business. Whether you’re brand new to the industry or a seasoned professional ready to scale, our proven systems are built to help you sharpen your skills, expand your client base, and confidently close more sales.
Personalized Agent Mentorship
When you join Peak Financial Group, you’re not just joining a team — you’re joining a community that is deeply invested in your success. We understand that true growth doesn’t happen in isolation, which is why we prioritize personalized mentorship and a collaborative environment. From one-on-one coaching sessions with experienced leaders to group trainings and peer-to-peer support, our mentorship programs are designed to meet you where you are and guide you toward where you want to be. Whether you need help mastering sales techniques, navigating carrier partnerships, or strategizing for long-term growth, our mentors are committed to walking alongside you every step of the way. At Peak, mentorship isn’t just about building better agents — it’s about building confident, empowered professionals ready to achieve lasting success in the life and health insurance industry.
Our Mission
At Peak Financial Group, our mission is to empower agents to build thriving, sustainable businesses by fostering a culture of mentorship, accountability, and personal growth. We are committed to providing the tools, training, and leadership needed to help every agent reach their highest potential — in business and in life.
Our Values
1. Positive Mental Attitude
We lead with optimism, destroy negativity at its core, and believe that success is built on a winning mindset.
2. Growth Through Mentorship
We are both followers and leaders — staying coachable, embracing lifelong learning, and lifting others as we climb.
3. Discipline Over Motivation
We do the work, even when it’s hard. Consistent discipline, not fleeting motivation, drives true success.
4. Entrepreneurial Thinking
We dream big, take ownership, and think long-term — creating uncommon results through uncommon actions.
5. Resilience in Adversity
We lean into challenges, push past fear, and use discomfort as a catalyst for growth.
6. Progress Over Perfection
We don’t wait for perfect conditions. Instead, we focus on daily improvement, knowing that small consistent actions lead to massive success.
7. Accountability With Care
We hold ourselves and each other to high standards because accountability is a form of respect and support.
8. Intentional Action
We act with clarity and purpose, setting goals and making every effort count toward meaningful outcomes.
9. Production Creates Momentum
We understand that success comes from consistent productive actions — input creates output, and progress fuels morale.
Real Stories. Real Success.
