Workshops
Our workshops are dedicated to financial professionals and insurance agents looking for proven strategies that help families create generational wealth.
Close Your First 3 TFRA Clients
Here's What You'll Get:
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A Proven step by step IUL selling system that has generated over $20 Million in commissions for Life agents ($997 Value)
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A Software Tool Custom Built for Selling IUL that gets prospects closing themselves and asking how to set up their policy with you ($997 Value)
- The Exact Scripts our Agents Use for each of the 3 lead types ($197 Value)
IUL Breakdown & Illustration Training
Here's What You'll Get:
- We'll show you the exact IUL product we use with our clients
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Walk through, step by step, of how to structure IUL so you can ethically illustrate the highest tax-free retirement income possible for your client so you can increase your value to prospects and ultimately close more cases
Advanced Markets Product Masterclass
Here's What You'll Get:
- Develop the product expertise you need to close more IUL & Annuity cases
- Learn the necessary Life Insurance product fundamentals you need to sell IUL as a Tax Free Retirement Income Strategy. (TFRA)
- Learn the #1 Annuity type you should master to help more clients and earn more.
- Learn the 2 key sales strategies we focus on to sell more annuities
9-Step Script for IUL ($25m in Commissions)
Here's What You'll Get:
- Get Your Hands On This 9-Step Script Responsible For Generating Over $39 Million In Collected Commissions (For Me and My Clients) – Delivered as a step-by-step framework you can immediately deploy to start closing BIGGER cases faster!
- Raise your prospect’s awareness and buy-in of their innate financial problem
- And then present the solution in such a way that it feels like a puzzle piece, a sense of relief, an “aha moment” that resolves their problem so rationally and clearly…That they can’t help but say “YES” to what you have to offer…
Best Annuity Breakdown Training
Here's What You'll Get:
- Get Your Hands On The Exact Training That’s Helped My Agents Close More Than $700 Million in Tracked Annuity Business So You Can Start Earning More Immediately:
- Stop pushing products on your prospects and start solving real problems so you hear more of, “Can you submit the application for me?” and less of, “I need to think about it.”
- Why knowing the best accumulation, income, and enhanced benefits FIAs will earn you more business
- How historical vs. forecasted performance is one of the most important things to help you close more annuity business
The Steward Fund (TFRA) Masterclass
Here's What You'll Get:
- A Proven step by step IUL selling system that has generated over $20 Million in commissions for Life agents ($997 Value)
- A Software Tool Custom Built for Selling IUL that gets prospects closing themselves and asking how to set up their policy with you ($997 Value)
- The Exact Scripts our Agents Use for each of the 3 lead types ($197 Value)
- A demonstration of the exact IUL product we use with our clients
- A walk through, step by step, on how to structure this product so you can ethically illustrate the highest tax-free retirement income possible for a client and increase your value to prospects to ultimately close more cases
- Learn the necessary Life Insurance product fundamentals you need to sell IUL as a Tax Free Retirement Income Strategy (TFRA)
- Understand the competitive landscape of traditional retirement options that your prospects have so you can better position yourself and your insurance solution against them (which will help you win more business)
- Lifetime Access to workshop recordings and software tool that is capable of returning 100-300x ROI* on your workshop investment (Priceless)