Confidence starts with understanding.
Straightforward conversations about protection, retirement, financial habits, and the decisions that shape your future.
Meet the founders: our story and your future.
Hear from Lance Christmas and Leslie Darrington about why education comes first at Training By Design Financial Agency, and how a simple conversation can help your family plan with more confidence.
Education first.
Always.
We believe families make better decisions when they understand their options. Every conversation starts with your goals, your questions, and what matters most to you, with no pressure and no jargon.
Book a Free ConsultationLearn the language of wealth.
Life insurance basics
Term, permanent coverage, and the role of living benefits.
Homeowner protection
Learn the 5-Step Homeowner Clarity Method, a simple process for seeing what protects the property, what protects the lender, and what protects your family to keep the home.
Get the free BlueprintRetirement readiness
Explore income planning, annuities, and rollover considerations.
Get the free PlaybookBuilding a legacy
Learn how protection and planning can support long-term family goals.
Let’s design your next chapter.
Explore strategies tailored to your goals and priorities.
Book a Consultation