Services
The Next Level Life Training Workshop
Our half-day workshops are the best place to start for agents of all experience levels and include a powerful life insurance conversation that anyone can do. There are no long word tracks to remember, just a clean and simple process that leads to larger premiums by making the complex simple for the customer.
Coaching and Resources
We offer several membership options for virtual coaching and access to our online resources for your team.
Gold Team Coaching Series
We start our meetings in January and meet twice a month through the end of October or early November via ZOOM.
What You’ll Learn:
- Easy ways to engage the customer
- A 5-minute life conversation that ANYONE can do that’s easy for you and the customer.
- The Easy Life Needs Analysis
- A Complete Step-by-Step Term Conversion Process
No pressure; we’re just serving people
Register today – We have limited space, and we sell out every year
Platinum Team Coaching Series
Only for teams that graduate from the Gold Team Coaching Series. We meet once per month via ZOOM to allow more time for execution. We go deeper into case concepts while continuing to focus on the mindset of winning.
What’s Included:
- Total access to the Gold Series – plug your new TMs in here.
Additional Specialized Templates include:
- Permanent insurance-only conversations for Adults
- Juvenile Template
- Rated case Template
- Senior Template
- Over-funded UL
- On-Demand tutorials
- Virtual Customer Meetings
- Shorter carve-out videos for quick-hit training
- Product Knowledge for Life
Greater value for less
Membership is by invitation only.