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True Path Financial and Insurance Services

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Toxic environment, manipulative business model - Financial Services Professional True Path Financial and Insurance Services Employee Review

1.0
13 Aug 2025
Recommend
CEO approval
Business outlook

Pros

If all you care about is making money, you can make $30k/mo with hard work, great personal connections, and high pressure sales skills.

Cons

Very toxic environment from top down. It’s starts with management. Their business model preys on new hires. You create a list of 200 personal contacts and hammer them on the phone until they buy life insurance or annuities. National Life Group pays them 120%-140% commission on annual premium, but they only pay you (the agent) 50%-80%. Once you run out of your warm market leads they don’t provide you with more leads and you’re on your own to bring in new business. 75% of new hires don’t make it past 1.5yrs. You’re pressured to oversell life insurance to people who can’t afford it and even if it’s not in their best interest you’re trained to tell them it’s the best possible thing for them. You have to go to sleep at night living a life of constant lies and deception and there’s no way to stand up to management without constant threats of getting fired. There’s way more ethical insurance firms to work with out there. Also, their top agents are involved in law suits for pitching clients a $300M Ponzi scheme Drive Planning out of Georgia (google it). Many clients of this firm got scammed out of tens to hundreds of thousands of dollars each.

Explore other reviews about True Path Financial and Insurance Services

5.0
18 Jun 2025
Recommend
CEO approval
Business outlook

Pros

Very strong training and help when you need it from other advisors or management.

Cons

Tough industry working mostly commissions

5.0
14 Aug 2024
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

As many reviews have noted, True Path Financial boasts an outstanding management and leadership team. Throughout my time there, I genuinely felt that the leadership was deeply invested in my success. Given that the advisors there are building their own book of business, there's a strong emphasis on long-term growth, with consistent mentorship provided to help you achieve your goals. There is a good balance between mentorship/management and giving you the independence to own your role. The support and guidance I've received have significantly impacted my career development, making it a truly unique experience that stands out from other companies! There is a healthy amount of competitiveness within the firm and a push to hit goals, but work-life balance is still amazing. I sincerely enjoyed my time with True Path Financial and working with the team!

Cons

While this is not necessarily a con, it's important to note that you need to be highly people-focused. The entire industry revolves around building relationships and having strong interpersonal skills. If you're not comfortable with—or don't enjoy—the relationship-building aspect, this career might not be the best fit for you!

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