A Florida/Ohio-based insurance brokerage has demonstrated remarkable growth in the competitive financial services sector, with agents averaging nearly double the industry standard in monthly production through an intensive training and support system.
Foundation Financial Group, established in late 2017 by Tony Kleib and Paola Delia, has built a network of over 50 active agents working with more than 50 insurance carriers. The company’s performance metrics reveal $5.2 million in annuities written and over $15 million in annual life insurance production for 2024, with total annuities under management reaching $15.5 million.
The brokerage’s distinctive approach centers on comprehensive daily training and in-house lead generation. Through one-on-one coaching sessions and daily group product knowledge training, agents at the firm average $20,000 in annual insurance premium per month, compared to the industry average of $10,600.
Tony Kleib, the company’s founder, has qualified for the Million Dollar Round Table (MDRT) for three consecutive years based on his personal production but never accepted the prize despite the fact his production costs would have placed him at the top of the table. While he focuses on sales leadership, his wife Paola Delia manages all other aspects of the business operations, serving as what the company describes as “the foundation that holds the business together.”
The insurance brokerage specifically targets experienced brokers and agency owners who may be working with suboptimal contracts, commission structures, or lead generation systems. The company emphasizes its commitment to ensuring both agents and clients receive superior service and support.
For established agency owners with proven production records, the firm offers guaranteed improvements over their current contracts and commission levels when joining the team. This approach has positioned the company as an attractive option for experienced professionals seeking better opportunities in the insurance industry.
The company’s growth trajectory and agent support model come at a time when the insurance industry faces increasing competition and evolving consumer expectations. By focusing on comprehensive training, competitive contracts, and consistent lead generation, Foundation Financial Group has created a system that benefits both its growing agent network and the clients they serve.
As the firm continues its expansion plans, targeting the addition of at least 50 new agents, its track record of agent success and strong financial performance positions it as a notable player in the insurance brokerage sector.
