Million Dollar Road Map
Training Package & Manuals
Agency Growth Made Simple: Our Training Bundle
Agency growth made simple: Equip your team with tools, skills, and playbooks for better sales.
Sales Processes, Manuals, Scripts, Non-Compete + Templates
Buy NowAgency Training Package
Pricing and Features
Pricing
Monthly Plan: $399.99 per month
Annual Plan: $3999.99 per year
Core Offer and Features
- Stairs And Buckets: Core foundational process included.
- All Seven Sales Processes: Comprehensive strategies for diverse client needs.
- Agency Training Manual: Gold-standard resource for team development.
- Staff Handbook: Policies and legal protection for your agency.
- Non-Compete Clause Template: Protects business interests.
- Two Books: Proven strategies for success.
- Bonus Process: Service to Sales framework for converting service opportunities into sales.
Detailed Features
The Seven Sales Processes
These processes align with clients’ unique needs and risks at every stage of life:
- Stairs and Buckets: Foundational process for success.
- Medicare 101: Simplifies Medicare education for clients, increasing understanding and confidence.
- Large Premium Life with FCB Rider: A targeted strategy to secure large premium life insurance clients.
- Finding the Money: Helps identify clients’ budget potential and untapped financial resources.
- Protect and Participate: Balances market participation and protection for client investments.
- Understanding Money: Educates clients on fundamental money principles for informed decision-making.
- Liability Wall: Shields clients from financial risks such as liability and home damage.
- Bonus Process: Service to Sales: Converts service calls into revenue opportunities.
Agency Training Manual
This manual serves as the gold standard for training teams in insurance sales:
- Developing Your Team’s Why: Builds motivation and purpose.
- Telephone and Email Skills: Mastering communication essentials.
- Lapse Can Strategies: Techniques to recover and retain lapsed policies.
- Auto and Home Strategies: Cross-selling for maximum value.
- Liability, Life, and Health Processes: Essential frameworks for key insurance products.
- FORM Strategy: A customer-centric conversational guide focused on Family, Occupation, Recreation, and Money.
- Characteristics of a Successful Team: Identifies skills needed for success in insurance sales.
- Partner Resources: Tools and tips for strengthening networks and partnerships.
Staff Handbook
A comprehensive guide for team onboarding and management:
- Policies and Procedures: Clear job descriptions, daily operating schedules, and financial management policies.
- Agency Security Protocols: Ensures compliance and security.
- Harassment Policies: Includes hiring and termination procedures.
- Non-Compete Agreement: A $3,000 legal document crafted by an attorney to protect your client base.
Books
- Paychecks Never Lie: Focuses on improving business results, coaching strategies, and actionable practices.
- BIGGER PAYCHECK$, BETTER PAYCHECK$ Emphasizes small, consistent improvements for big results over time.
Bonus Process: Service to Sales
A webinar training series designed to help agents turn service interactions into sales:
- Sell Off Every Transaction: Strategically turns routine interactions into sales opportunities.
- Transform Conversations: Shifts service calls into meaningful discussions about financial well-being.
- Maximize Opportunities: Ensures every client touchpoint contributes to sales goals without being pushy.
Even More: Take your Business to the Next Level
Selling life insurance and related financial products like Medicare can feel like an uphill battle. Not only do you need to educate customers on complicated policies, but you also have to juggle building trust, staying compliant, and refining your sales techniques. For many, this process can be overwhelming, leading to missed opportunities and stalled growth. That’s why we’ve developed an all-in-one solution to help you not only sell life insurance more effectively but also expand your toolkit to reach even greater heights.
Our premium tier builds on the success of our 4.5-minute life insurance video by adding a comprehensive suite of resources tailored to your needs. It includes seven in-depth webinars that tackle common sales challenges, a slideshow specifically designed for selling Medicare policies, and a detailed training manual to sharpen your skills. These tools empower you to address a wide range of customer needs while boosting your own expertise and confidence. It’s everything you need to close more deals and grow your business.
But that’s not all. This tier also includes a non-compete agreement template and other valuable resources to protect your business and help you operate more securely. Whether you’re just starting out or looking to scale, these additional tools ensure that you’re covered from every angle, giving you the confidence to focus on what matters most: connecting with your customers. With our comprehensive package, you’ll have the support you need to handle even the toughest sales scenarios.
By investing in this premium tier, you’re not just improving your ability to sell life insurance—you’re positioning yourself as a true expert and trusted advisor in your field. These resources are designed to work together seamlessly, helping you save time, reduce stress, and drive results. Don’t let complexity hold you back; with this robust toolkit, you’ll be equipped to take your sales to the next level and beyond.