Pro Client Guide

Erik J. Hayton

Erik hayton

Erik J. Hayton builds compliant growth systems for regulated firms and founder-led B2B companies. Born in Silicon Valley and raised on a small farm in North Idaho, he learned early-on that work runs better when the setup is simple and repeatable. He carried that habit into finance and software. Since 2012, he’s helped teams generate multiple nine figures by pairing practical automations with disciplined sales operations.

His method is simple: find the leaks in the funnel, clean up attribution, and put approvals and lifecycle steps on rails, so that leaders can see cause and effect. Because he writes his own code, he moves freely between products, compliance, and revenue, and ships tools teams actually use - from prospecting and enrichment, to routing, and the records that show what really happened.

A stress-induced health scare in 2018 forced a reset. Erik and his wife, Trista (of 15-years), chose a simpler cadence, and have since spent years traveling the world and working remotely. Their daughter was born in Bali, in 2021, and they still split time between Coeur d'Alene, Idaho; Bali, and Ko Samui, Thailand.

This lifestyle is a reflection of his work: fewer moving parts, clear ownership, and steady output. People who meet the family often notice the same thing clients do - an easy quiet-confidence, and a way of making complex things feel more calm and manageable.

Risk hasn’t been theoretical for Erik. He’s broken more than 70 bones, yet still snowboards and rides motorcycles every chance he gets. It’s one of the many reasons his systems are designed for speed; only after the safety gear is on.

Leaders call him when growth is messy; with too many tools, unclear sourcing, or compliance risk. They tend to retain him when the picture sharpens: sources line up with results, approvals move faster, meetings per rep rise, complaints and unsubscribes fall, and weekly reviews shift from firefighting - to clear decisions.

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This was an amazing experience…

This was an amazing experience, when I first contacted Insurance and Estates, I barely knew anything about life insurance. Jason was very patient, informative and, clear in how he quickly educated me to make intelligent decisions on my financial future. I would definitely recommend Insurance and Estates to anyone.

Trust Pilot
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Jason helped me with a whole life…

Jason helped me with a whole life policy, protecting my daughter as well as go through the process without disrupting my over the road work as a trucker. Some times as a trucker it’s hard to get on site medical while going state to state, as a non smoker I qualified, Jason is awesome

Trust Pilot
⭐⭐⭐⭐⭐

Excellent help, gave detailed explanation

Jason was very patient with all my questions (despite asking the same questions over and over!) and gave detailed explanation of everything he was sharing with me. He explained the whole process to me and simplified it for me to understand what I signing up for. He was also very responsive via email and texts. Thank you.

Trust Pilot
⭐⭐⭐⭐⭐

Excellent help, gave detailed explanation

Jason was very patient with all my questions (despite asking the same questions over and over!) and gave detailed explanation of everything he was sharing with me. He explained the whole process to me and simplified it for me to understand what I was signing up for. He was also very responsive via email and texts. Thank you.
– Mrinalini

Trust Pilot
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Great advice, great service, great experience

Jason was extremely helpful walking me through my options. He was quick to respond, very detailed and overall amazing to work with. I’m very pleased with the experience and happy to have my policy set up.
– David

Trust Pilot

Jason's Top Webinars

Indexed Universal Life For Infinite Banking Why Policy Design Is The Key To Maximize Cash Value

Indexed Universal Life for Infinite Banking: Why Policy Design is the 🔑to Maximize Cash Value!

IUL Cost Comp Thumbnail

Indexed Universal Life – Why the Company and Policy You Choose Matters (Hidden Charges and Fees)

Using RMDs to Fund Whole Life Thumbnail

Benefits of Funding High Cash Value Whole Life Insurance From Required Minimum Distributions (RMDs)

Money Secrets of the Wealthy
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Self Banking Blueprint
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Self Banking Blueprint
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Money Secrets of the Wealthy
Enter your name and email to get free access.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

By pressing the Submit button, you agree to use InsuranceandEstates' privacy policy and terms. InsuranceandEstates may contact you at the number you entered on this webpage using our automatic dialing system to market our life insurance products. Alternatively, you can contact us at 877-787-7558.

I read the disclaimer above.*