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Academy Objectives

This training program is designed to provide the necessary knowledge and understanding of the proven sales processes and tools that are directly responsible for increasing an agents competence and confidence, and generating millions in targets/premiums. This is your proven path to lnnovate, Accelerate and Dominate!

Academy Training Menu

The Art of Tele-sales Mastery Series

Tele-Sales Mastery 1
Tele-Sales Mastery 2
The Tele-Sales Money Ball
Policy Owner Marketing
Tradecraft – Sales & Marketing for the Digital Financial Advisor

7 Habits of a Million Dollar Producer

Habit 1: Developing Rapport
Habit 2: Presenting an Effective Value Proposition
Habit 3: Mastering the Qualifications & Product Selection
Habit 4: Presenting the Rates
Habit 5: Handling & Eliminating Objections
Habit 6: Securing the Sale
Habit 7: Wrap-up & Policy Prep

Weekly Webinars

Global Atlantic_ Ideas for Thinking Ahead
North American Life Insurance ‘A Place to Call Home’
We Need Advisors to Teach Financial Education_ Be Viewed as an Expert
Do You Know about the NEW IRA_ Retained Capital • Leverage • Premium Financing
Life Insurance as a Financial Engine
North American Life Insurance ‘A Place to Call Home’
Global Atlantic_ The 3 L’s of Estate Planning
The Investment Advisor Decision- How Questar Asset Management can help benefit your practice.
Securian: New & Unique Income and Accumulation Methods for Older Prospects
How to Help Your Clients Get Death Benefit Protection & Cash Flow Growth with Builder Plus IUL
How to Generate FREE Leads with Google Business w/Lisa Cintron
Minnesota Life: How Will the Most Recent Tax Cuts Impact Your Clients and Prospecting
How to Maximize Long Term Care Benefits for your Clients using SecureCare from Minnesota Life-Securian
TransAmerica: An Introduction to their Products & Services
Retirement Planning with North American
OneAmerica: Providing Tax Free LTC Benefits up to a Lifetime
North American Life: Products & Services for Retirement
Lincoln Financial Annuity Training, I 4 Life
Mutual of Omaha Products and Ideas
North American Life: Planning for ‘SMART MONEY’
Lincoln Financial Annuity Training, Optiblend_ a Fixed Index Annuity with returns as high as 18% in February 2018
Questar Asset Management: Series 65 Licensing and Fee Based Planning
Mutual of Omaha: The Carrier, the products and the ADVANTAGE
North American Life Insurance Strategies_ NOW, NEVER, LATER MONEY
Minnesota Life Products and Ideas
Global Atlantic: Products & Ideas for Thinking Ahead
John Hancock Products and Ideas
Global Atlantic: Ideas for Thinking Ahead
Transamerica: An Introduction
Mutual of Omaha, The Carrier, the products and the ADVANTAGE
AIN – Why Didn’t That Work The Art & Science of Present
Introducing TransAmerica
AIN – The New Language of Permanent Life Insurance
Minnesota Life_ How Will the Most Recent Tax Cuts Impact Your Clients and Prospecting_
AIN – Planning Opportunities in the Asset-Based LTC-CI
New & Unique Income and Accumulation Methods for Older Prospects
SBLI Products and Ideas
Asset-Map: 5 Financial Conversations that Clients Appreciate in 2017
Asset-Map in Action: How to Create a Complete Financial Conversation Now

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