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Private Expansion Conversations Now Underway

You’ve Built Their Empire.
Now, Build Your Own.

This is not a sales call. This is not traditional employment. We are engaging a select group of high-level executives to pilot a transition into the world's premier financial leadership platform. If you are navigating the current industry shift, it is time to pivot from managing corporate assets to owning your financial sovereignty.

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Onboarding 100 select leaders for this expansion phase.

The Opportunity

A $85 Trillion Opportunity. A Global Infrastructure

The Great Wealth Transfer is underway, with more than $85 trillion in the U.S. alone expected to pass from Baby Boomers to the next generation. As this historic shift unfolds, financial literacy and strategic planning have never been more essential to preserving and growing generational wealth. While traditional carrier models tighten, GFI is expanding across 55+ countries, growing from 25 professionals to more than 68,000 partners worldwide.

Global Reach

Through GFI’s expanding global platform spanning 55+ countries, professionals have the opportunity to help individuals and families worldwide gain greater control over their future — creating, protecting, and growing wealth across generations while building meaningful impact and long-term opportunity on a global scale.

Ownership Mentality

Move from a salary cap to building genuine residual value and build a business that you can pass onto your loved ones to create generational wealth, with the most competitive personal compensation, builder’s compensation, and Agency Owner platform in the industry.

The Fintech Advantage

Leveraging the Teva infrastructure for 21st-century wealth protection. GFI is a platform that connects individuals and organizations with the resources and expertise to unlock their financial potential and drive positive change in their lives and the world.

THE FULFILLMENT FORMULA

We Empower You to Build Wealth, Live Well, and Leave a Legacy.

Elite performance is unsustainable without a foundation. At GFI, we measure success through a holistic lens.

Faith

Rooted in Purpose

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Family

Stronger Together

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Finances

Smart Today. Free Tomorrow

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Fitness

Strong Body. Strong Mind.

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Fun

Enjoy Life. Make Memories.

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Executive Insights

Leadership Segments

We’re transforming the financial landscape, one entrepreneur at a time. We’re not just building a business; we’re building a movement of professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance.

We believe that everyone, regardless of their background or experience, deserves the opportunity to live a rich and fulfilling life. By joining our agency, you become part of a dynamic community dedicated to helping families secure their financial future, achieve their dreams, and create a lasting legacy. Together, we’re turning dreams into reality, one success story at a time.

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The Myth of the 401(k)

Why executives are pivoting to Self-Directed Wealth.

For decades, the 401(k) has been positioned as the cornerstone of retirement planning. Yet for high-earning executives, it is often the least efficient vehicle in the portfolio — capped contributions, deferred (not eliminated) taxation, and exposure to public-market volatility you cannot hedge. The new generation of financial leadership is moving toward self-directed structures: privately held cash-value contracts, alternative income strategies, and infrastructure that allows you to be the bank rather than the borrower. The shift is not ideological; it is mathematical. When you model the after-tax, after-fee internal rate of return over thirty years, the conventional path consistently underperforms. The question is no longer whether to diversify away from the 401(k) framework — it is how quickly you can architect a replacement that compounds in your favor.

Legacy vs. Income

Is your current contract building your estate or your CEO's?

Every executive eventually confronts the same uncomfortable audit: at the end of a thirty-year career, what have you actually accumulated that is yours? Salary funds lifestyle. Bonuses are taxed at the top marginal rate. Equity vests only if you stay, perform, and survive corporate reorganizations beyond your control. The infrastructure you built belongs to shareholders. Legacy capital — assets that produce income without your continued labor and that transfer cleanly across generations — requires a deliberately different architecture. It is built on owned vehicles, contractual guarantees, and platforms where compensation is residual rather than transactional. The difference between an income career and a legacy career is not how much you earn. It is what continues to pay your family after you stop.

The Infinite Banking Concept

How to become your own source of financing.

Infinite Banking is widely misunderstood and even more widely mis-sold. At its core, it is a disciplined use of properly structured cash-value life insurance as a private liquidity reservoir. You overfund a participating contract, accumulate guaranteed cash value, and borrow against — not from — that value to finance acquisitions, opportunities, and emergencies. The capital inside the contract continues to compound uninterrupted. Executed correctly, the strategy replaces the role of commercial banks in your personal balance sheet and recaptures interest you would otherwise pay outward. Executed poorly, it becomes an expensive insurance policy. The discipline lies in the structure, the carrier selection, and the multi-decade commitment to operating like an institution rather than a consumer.

Market Volatility

Protecting principal in an era of uncertainty.

Volatility is no longer episodic — it is the operating environment. Geopolitical realignment, sovereign debt expansion, and structural shifts in capital flows have moved drawdown risk from the tail to the center of the distribution. For executives within ten years of a wealth-deployment phase, sequence-of-returns risk is the single greatest threat to a retirement plan. Principal protection strategies — fixed indexed structures, A-rated carrier guarantees, and contractually defined floors — are no longer the conservative cousin of the portfolio. They are the foundation. The objective is not to avoid markets. It is to ensure that the capital you have already earned cannot be erased by a window of bad timing you did not choose.

The 12 Divisions of GFI

We are here to provide value and make an impact.

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STRATEGIC PARTNERS

Meet Our GFI Executive Leadership

Eric Olson

CEO

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Marty Schafer

President

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Sandra Olson

Founder

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Matt Welsh

Field Chairman

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Mario Bayona

Global Executive Chairman

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Greg Kapp

Agency Chairman

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Levi Mboni

Executive Chairman

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John Joseph

VP & Chief Strategic Officer

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Melinda Taylor

Chief Distribution Officer

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Alok Sanghavi

Chief Technology Officer

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Joe Justice

CFO & Dir. of Compliance

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Marcel Macias

Dir. of International Expansion

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THE NEXT MOVE

Book Your Private Consultation

We are currently onboarding 100 select leaders for this expansion phase. This is an invitation to transition your skills into a high-leverage environment.

Global Financial Impact (GFI) has grown from 25 founding professionals in January 2024 to more than 68,000 business partners worldwide, serving 100,000+ families across 55+ countries and 60+ languages.

GFI provides the FINTECH infrastructure, access to A-rated carriers, mentorship, coaching, and global scalability — while professionals bring the leadership and relationships that drive meaningful impact.

The GFI platform brings together professionals from many industries, including aviation, healthcare, engineering, technology, finance, real estate, education, logistics, and executive leadership to expand financial literacy, protection, ownership, and generational wealth strategies globally.

GFI’s long-term vision is to help 100 million families achieve financial independence alongside 1 million professionals worldwide — while positioning leaders today for the company’s anticipated long-term global expansion and 2030 public offering vision.

Faith

Faith is transformation’s anchor

We firmly believe that lasting achievements are rooted in a solid foundation. That’s why we encourage individuals to unlock their faith as the cornerstone of their success, guiding their journey to make a meaningful impact in the lives of others.

Family

Family forms the core of legacy

As you build your business for the benefit of your family, we prioritize ensuring that it not only strengthens your financial future but also nurtures your family life. At GFI, our goal is not just to help you thrive in business but to empower you to thrive in your marriage, deepen your connections with your children, and fortify the bonds within your family. We understand that building a business is not just about personal success but also about equipping the next generation who will one day inherit it.

Finance

Money is the gateway to impact

At GFI, our mission is to guide you towards a debt-free and financially independent future. We believe in empowering you to craft the life you desire, free from the constraints of financial limitations. Our approach goes beyond just helping you earn money; we teach our agents not only how to make money but keep it, multiply it, and use it to make a difference in the lives of others.

Fitness

Fitness is vitality’s foundation

Well-being is pivotal. Physical and mental health intertwine with financial prosperity. A holistic approach emphasizes the role of health as a catalyst for financial growth, allowing individuals to chase their goals with vitality and clarity.

Fun

Fun ignites life’s spark

Life’s joys are amplified when financial barriers are removed. Financial freedom is the passport to life’s pleasures, be it a dream trip, a cherished hobby, or life’s simple moments. Money becomes a tool to enhance life’s joys, letting individuals relish every beautiful experience.

Eric Olson

CEO

Eric Olson is a very successful entrepreneur from San Jose, California and is one of the top leaders in the financial services industry. As the founder and CEO of Global Financial Impact, a leadership development company offering financial services. Eric was featured in Forbes magazine for his rapid success & expansion. As a former Division 1 college athlete, Eric took his competitive spirit from the field & brought it into business. Eric became a millionaire in his 20’s & a multi-millionaire in his 30’s. Now, Eric Olson’s organization has done over $150 million in net revenue in the last 12 months & because of the tremendous success of his organization. Eric Olson inspires people to become the best version of themselves. He has helped thousands of clients get ahead financially & has trained & developed hundreds of people to become successful leaders in the financial industry. Eric has dedicated his life to helping others become successful & has a huge vision to help lead, train, coach, develop, and mentor a minimum of 1,000 people to become millionaires across North America. He believes that if he helps others get to where they want to go, he will get to where he wants to go. Eric is a strong man of faith, in his spare time, he enjoys traveling the world with his family & coaching his kids in sports.

Marty Schafer

President

Marty Schafer is a dedicated financial services professional with a passion for bridging ideas, people, and impact. Whether it’s leading teams, driving projects, or building networks, he thrives at the intersection of strategy and execution—always with an eye on both the big picture and the details that make things happen. What sets him apart is not only his business acumen, but his humanity. A man of strong faith, who is open minded, experienced, and trustworthy. Marty is also an athlete who played both Division 1 college soccer and volleyball and is a retired professional soccer player.

Over the last 27 years, Marty has made his impact in the financial services industry, in key leadership positions at Prudential Financial, Saybrus Partners, John Hancock, Ethos, and now as President of Global Financial Impact.

What he finds the most pride in, is being a father of four remarkable girls, Hilary, Mallory, Alison, and Gabrielle.

In his free time, he enjoys challenges of all kinds, mostly ultra endurance events and has completed the Leadville 100 and the Unbound 200, in addition to several marathons. He is also a tenured Board of Directors member at his alma mater, Quincy University as well as Shift Events in Colorado.

Sandra Olson

Founder

Sandra Olson is a visionary entrepreneur and Founder of Global Financial Impact (GFI), the fastest growing financial services and leadership development organization dedicated to helping families build stability, opportunity, and long-term wealth. GFI provides financial education, protection strategies, and business ownership pathways that empower individuals and communities across the country.

Sandra leads GFI with the Fulfillment Formula The 5 F’s: Faith, Family, Finance, Fitness, and Fun. This philosophy shapes the culture of the organization and guides how leaders are developed, how teams are built, and how success is defined. “She believes true success is achieved when faith, family, finance, fitness, and fun are all in alignment.”

At the heart of Sandra’s mission is a commitment to help families dream again by creating opportunities to build family businesses — businesses that can be built alongside the people they love. She believes no one should ever have to choose between building a successful business and building a strong family.

Beyond business, Sandra is a devoted wife and mother who values faith, mentorship, legacy, and giving back. As the Founder of the GFI Foundation, she is dedicated to serving families and creating positive impact in the communities GFI touches. She is passionate about raising strong future leaders and helping others build meaningful success while protecting what matters most. FAMILY

Matt Welsh

Field Chairman

With a decade of experience in the financial industry, Matthew Welsh is the Field Chairman of GFI.

For him, GFI isn’t just something he does, but his passion and sport. He is dedicated to serving families, and helping all GFI agents improve their skillset, their mindset, and become better in every area of their life. Not only is he a committed business leader, but a committed parent to his two beautiful daughters Brave and Haven, and his wife Alley Welsh.

Mario Bayona

Global Executive Chairman

With over 20 years in the industry, Mario Bayona has built a remarkable agency that spans throughout North America and touches almost every state in the U.S.

Mario is both a follower of Christ and enjoys traveling the world, creating new memories with his daughter and wife, and giving new experiences to their teammates, as well as continuously searching to grow his agency so he can continue to impact lives for the better and fulfill their dream of changing the face of the financial industry.

Greg Kapp

Agency Chairman

Greg has been married to his wife, Tina, for over 50 years. Together, they’ve raised two daughters, and are proud grandparents to five grandchildren.

With more than four decades in the financial services industry, he was personally mentored by industry legends Art Williams and H. Humphrey. Their guidance helped shape a career built on leadership, integrity, and a passion for helping others succeed.

During his tenure at his previous company, he received the prestigious Career Achievement Award. Under his leadership, his team helped over 1.6 million families secure vital financial products—an extraordinary milestone that speaks to his commitment to service and scale.

He has mentored and developed 32 leaders who went on to earn seven-figure annual incomes, and in their final year together, his organization produced over $440 million in total production. In January 2024, he embraced a new chapter as Agency Chairman at GFI, continuing his lifelong mission to build successful leaders, transform lives, and make a lasting impact on the financial industry.

Levi Mboni

Executive Chairman

Levi is a visionary entrepreneur and financial leader who has built a thriving agency of over 6,000 licensed financial professionals. A native of Cameroon, Africa, Levi’s journey is defined by his commitment to transforming lives through financial independence. With a goal of mentoring, training, and developing 50 millionaires by 2030, Levi’s impact is both far-reaching and deeply personal. He follows a simple fulfillment formula: the 5 F’s: Faith, Family, Finances, Fitness, and Fun.

His mission centers on providing living benefits through life insurance, ensuring families are protected and financially secure. Before entering the financial industry, Levi served as a hospice nurse, where his deep care for people and attention to detail laid the foundation for his success in business. He seamlessly transferred these qualities into the financial sector, creating one of the most significant movements in the life insurance industry.

Levi’s leadership has helped over 10 individuals surpass $1 million in income, and his personal success story is equally inspiring. He became a millionaire in his early 50s and a multi-millionaire by his mid-50s. Now residing in Tampa Bay, Florida, Levi remains steadfast in his mission to help others achieve financial independence and security.

John Joseph

Vice President & Chief Strategic Officer

John Joseph is the Vice President and Chief Strategy Officer at GFI, where he leads strategic alignment and business integration across the organization. With over 30 years of experience in financial services, and logistics, he is known for driving transformational change, building growth platforms, and delivering operational excellence.

Prior to GFI, John held senior leadership roles at Transamerica, World Financial Group (WFG), AEGON, and multiple broker-dealers in the U.S. and Canada. He helped expand a distribution network of over 60,000 agents and served in key executive roles including CAO, COO, and Head of Strategy, leading initiatives that generated significant revenue growth and efficiency gains.

John holds a B.S. in Corporate Finance and Investment Management an MBA & an MSS. He also served 30 years in the U.S. Army Reserve, retiring as a Colonel after commanding at the brigade level and serving as Assistant Division Commander of a training command.

At GFI, John is instrumental in aligning technology, operations, compliance, and marketing under a unified strategic vision. Passionate about innovation and impact, he is deeply motivated by GFI’s mission to serve millions of families and believes the company represents the future of financial services.

Melinda Blue Taylor

Chief Distribution Officer

Melinda Blue-Taylor is a woman on a mission. She has adopted the motto of having “No Family Left Behind” when it comes to achieving financial independence and access to proper healthcare. She has merged her passion and experience as a Nurse Practitioner and a licensed financial professional for over 15 years and services clients from a health and wealth perspective for their future.

Melinda Blue-Taylor focuses on providing comprehensive and creative, integrated solutions regarding protection of income, wealth preservation, estate creation and planning, strategic retirement solutions and employee benefit strategies. She has helped thousands of clients, including families, individuals, celebrities, small and large businesses, and non-profit organizations. Melinda also was able to merge her two passions by launching her annual Women’s Health and Wealth Expo for women to become empowered about their personal health and finances.

Alok Sanghavi

Chief Technology Officer

Joe Justice

CFO & Director of Compliance

Joe has 35 years of experience in the insurance industry in positions that have spanned accounting, finance, operations, and product management. An accountant by formal training, Joe started his career at KPMG Peat Marwick in Philadelphia where he conducted financial audits for clients across several industries including financial services. It was during this time that Joe became a certified public accountant.

After KPMG, Joe moved into financial reporting roles for several life insurance companies before heading to Merrill Lynch in 1997. At Merrill, Joe progressed through the finance organization for the Merrill Lynch Insurance Group and held the roles of Financial Reporting Manager, Controller, and Chief Financial Officer. These roles included responsibilities for the Merrill Lynch Life Insurance Companies, as well as its insurance distribution arm – Merrill Lynch Life Agency, Inc. In 2007, Joe was a primary contributor to the sale of the Merrill Lynch Life Insurance Companies to Aegon USA.

Upon the announcement of that sale, Joe moved into distribution management and became the Chief Operating Officer for life insurance and annuity distribution. In 2016, Joe became head of life insurance product management and became President of Merrill Lynch Life Agency, Inc. All in, Joe spent 26 years at Merrill split between finance and operations/product management responsibilities. Joe’s tenure was highlighted by initiatives to improve the financial advisor and client experience by making it easier to do business.

Joe joined GFI in October 2024 and currently leads efforts in finance and compliance as the Chief Financial Officer and Compliance Director. During his tenure, Joe implemented a new accounting system, as well as the creation of the GFI Compliance Manual and Social Media Policy among other things.

Marcel Macias

Director of International Expansion

Marcel Macias serves as Director of International Expansion and Director of the Multicultural Division at GFI, where he leads efforts to grow GFI’s international footprint while ensuring the company’s platforms, messaging, and products serve the unique financial needs of diverse communities. With over 22 years of experience in the financial industry, Marcel brings a wealth of field experience, visionary leadership, and global business acumen to his dual executive roles.

Prior to GFI, Marcel successfully built a nationwide organization of over 1,600 financial professionals, with more than 60% serving Spanish-speaking communities. His strategic leadership, combined with an unwavering commitment to inclusivity and education, positioned him as one of the most respected and culturally impactful leaders in the insurance and financial services space.

Marcel is also widely recognized as an authority in the foreign national life insurance market. Through his extensive research and advocacy, he has played a direct role in influencing and improving underwriting guidelines at some of the largest life insurance carriers in the U.S., expanding access to life insurance solutions for international clients.

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