Lead Source Training – Individual Health Leads Available

STM Health Plans – Health Plans Sold Year Round

Master year-round short-term health sales.

SEP’s – Selling ACA Health Plans Year Round

Unlock consistent production through Special Enrollment Period strategy.

Accident & CI – Protect your client against costly claims

Add financial protection layers with Accident and Critical Illness products.

Lead Source Training – Individual Health Leads Available

Optimize your pipeline with targeted health lead programs.

Alternative Health Plans – Affordable Healthcare Options

Expand your portfolio with non-traditional health coverage options.

Building a Benefit Package –Ancillary plans bundled w/ Individual

Bundle ancillary products to increase client value and retention.

HealthSherpa Training – Quoting ACA plans

Improve efficiency and quoting accuracy for ACA plans.

STM Health Plans – Multi Year Options

Improve efficiency and quoting accuracy for ACA plans.

ACA Bootcamp – Prep for OE 26

Prepare your business for a high-performing Open Enrollment season.

Dental Plans Training – Best of the Best

Compare the strongest dental carriers heading into OE.

ACA ICHRA Training – Individual Plans Sold to Group

Position individual plans within employer structures.

OE Kick Off Meeting – Carrier Updates

Carrier updates and strategic planning for Open Enrollment.

Indemnity Health Plans – Affordable Healthcare Plans

Offer affordable indemnity solutions for budget-conscious clients.

ACA Alternative Plan Training – STM & Indemnity Plans Available

Diversify with STM and indemnity options.

Lead Source – Individual Health Leads Available.

Maintain momentum with targeted lead opportunities.

Medicare Marketing Made Easy

Medicare leads while teaching and coaching agents how to also have financial conversation.

Medicare Marketing Made Easy

Medicare leads while teaching and coaching agents how to also have financial conversation.

Medicare Marketing Made Easy

Medicare leads while teaching and coaching agents how to also have financial conversation.

Medicare Marketing Made Easy

Medicare leads while teaching and coaching agents how to also have financial conversation.

Medicare Marketing Made Easy

Medicare leads while teaching and coaching agents how to also have financial conversation.

Medicare Marketing Made Easy

Medicare leads while teaching and coaching agents how to also have financial conversation.

Medicare Marketing Made Easy

Medicare leads while teaching and coaching agents how to also have financial conversation.

Medicare Marketing Made Easy

Medicare leads while teaching and coaching agents how to also have financial conversation.

Medicare Marketing Made Easy

Medicare leads while teaching and coaching agents how to also have financial conversation.

Medicare Marketing Made Easy

Medicare leads while teaching and coaching agents how to also have financial conversation.

Medicare Marketing Made Easy

Medicare leads while teaching and coaching agents how to also have financial conversation.

Medicare Marketing Made Easy

Medicare leads while teaching and coaching agents how to also have financial conversation.

Medicare Marketing Made Easy

Medicare leads while teaching and coaching agents how to also have financial conversation.

Medicare Marketing Made Easy

Medicare leads while teaching and coaching agents how to also have financial conversation.

Medicare Marketing Made Easy

Medicare leads while teaching and coaching agents how to also have financial conversation.

Medicare Marketing Made Easy

Medicare leads while teaching and coaching agents how to also have financial conversation.

Medicare Marketing Made Easy

Medicare leads while teaching and coaching agents how to also have financial conversation.

Carrier Cross-Sell Webinars and Virtual Ethics CE Class

Compliance and ethics class- complete your licensing requirements

Carrier Cross-Sell Webinars and Virtual CE W/ Trevor Braun

How to cross-sell and the money you are leaving on the table at each appointment

Carrier Cross-Sell Webinars and Virtual CE W/ Mike Gattorna

How to cross-sell and the money you are leaving on the table at each appointment

Carrier Cross-Sell Webinars and Virtual CE Class

Compliance and ethics class- complete your licensing requirements

Carrier Cross-Sell Webinars and Virtual CE W/ Trevor Braun

How to cross-sell and the money you are leaving on the table at each appointment

Carrier Cross-Sell Webinars and Virtual CE W/ Mike Gattorna

How to cross-sell and the money you are leaving on the table at each appointment

Carrier Cross-Sell Webinars and Virtual CE Class

Compliance and ethics class- complete your licensing requirements

Carrier Cross-Sell Webinars and Virtual CE W/ Trevor Braun

How to cross-sell and the money you are leaving on the table at each appointment

Carrier Cross-Sell Webinars and Virtual CE W/ Mike Gattorna

How to cross-sell and the money you are leaving on the table at each appointment

Carrier Cross-Sell Webinars and Virtual Ethics CE Class

Compliance and ethics class- complete your licensing requirements

Carrier Cross-Sell Webinars and Virtual CE W/ Trevor Braun

How to cross-sell and the money you are leaving on the table at each appointment

Carrier Cross-Sell Webinars and Virtual CE W/ Mike Gattorna

How to cross-sell and the money you are leaving on the table at each appointment

Carrier Cross-Sell Webinars and Virtual CE W/ Trevor Braun

How to cross-sell and the money you are leaving on the table at each appointment

Carrier Cross-Sell Webinars and Virtual CE W/ Mike Gattorna

How to cross-sell and the money you are leaving on the table at each appointment

Universal Life Insurance – Understanding Flexibility and Value

Break down UL policy design and learn how to communicate flexibility and long-term value to clients.

Selling Life Insurance in the Digital Age

Modernize your sales approach using digital tools, virtual appointments, and online marketing strategies.

IUL Case Studies & Real-Life Applications

Review real-world IUL scenarios and learn how to apply advanced strategies in everyday client conversations.

Finding Hidden Life Insurance Opportunities in Your Book of Business

Unlock untapped revenue by identifying life insurance gaps within your existing client base.

How to Sell More Life Insurance – Overcoming Client Objections

Turn common objections into closing opportunities with confident, client-focused responses.

Agency Growth & Retention in a Changing Market

Adapt your agency strategy to shifting market conditions while maintaining growth and team stability.

Indexed Universal Life – Marketing Strategies That Convert

Position IUL effectively with messaging and marketing frameworks that drive higher conversion rates.

How to Get in Front of More People – Social & Referral Systems

Leverage social media and referral strategies to generate consistent, high-quality leads.

Term Insurance – The Hidden Gateway to Lifetime Clients

Use term insurance as a strategic entry point to create long-term, multi-product client relationships.

Life Insurance Awareness Month – Creating Impactful Client Conversations

Capitalize on awareness month with compelling messaging that inspires meaningful life planning discussions.

IUL for Retirement Income – The “Tax-Free Retirement” Blueprint

Show clients how properly structured IUL policies can support tax-advantaged retirement income.

Grow Your Agency – Building Leaders Under You

Develop leadership systems that empower agents and multiply your organization’s growth.

Universal Life Insurance – Client-Focused Design Strategies

Design UL policies around client goals to improve retention and long-term satisfaction.

How to Sell More Life Insurance Before Year-End

Finish strong with year-end urgency strategies that accelerate production and close pending business.

Indexed Universal Life – The Ultimate Legacy Planning Tool

Position IUL as a powerful solution for generational wealth transfer and estate planning.

How to Get in Front of More People – 2027 Prospecting Plan

Build your prospecting blueprint for 2027 to ensure a strong start to the new year.

Year-End Wrap-Up: Grow Your Agency & Celebrate Success

Review key wins, refine strategies, and prepare your agency for even greater growth in the coming year.

Current Winning Solutions

Highlighting top-performing annuity products and sales strategies.

Current Winning Solutions

Highlighting top-performing annuity products and sales strategies.

Current Winning Solutions

Highlighting top-performing annuity products and sales strategies.

Current Winning Solutions

Highlighting top-performing annuity products and sales strategies.

Current Winning Solutions

Highlighting top-performing annuity products and sales strategies.

Current Winning Solutions

Highlighting top-performing annuity products and sales strategies.

Current Winning Solutions

Highlighting top-performing annuity products and sales strategies.

Current Winning Solutions

Highlighting top-performing annuity products and sales strategies.

System Set-Up & Basic Education

Learn the core features of Compass and build a strong understanding of how the system supports your daily sales workflow.

Build-Out System & Workflows

Create automated workflows, pipelines, and task sequences that streamline follow-up and increase productivity.

Customize Contacts

Organize and segment your database with custom fields, tags, and filters to maximize targeting and efficiency.

Get Comfortable with Daily Use

Develop confidence using Compass daily by managing leads, tasks, appointments, and follow-up in real time.

Integrations

Connect Compass with your email, marketing tools, and other platforms to create a fully automated ecosystem.

Review & Check-In

Evaluate your setup, optimize performance, and ensure your system is fully aligned with your business goals.

Account Set-Up

Get your Compass account properly configured from day one, including profile settings, permissions, and foundational system structure.

System Set-Up & Basic Education

Learn the core features of Compass and build a strong understanding of how the system supports your daily sales workflow.

Build-Out System & Workflows

Create automated workflows, pipelines, and task sequences that streamline follow-up and increase productivity.

Customize Contacts

Organize and segment your database with custom fields, tags, and filters to maximize targeting and efficiency.

Get Comfortable with Daily Use

Develop confidence using Compass daily by managing leads, tasks, appointments, and follow-up in real time.

Integrations

Connect Compass with your email, marketing tools, and other platforms to create a fully automated ecosystem.

Review & Check-In

Evaluate your setup, optimize performance, and ensure your system is fully aligned with your business goals.

Account Set-Up

Get your Compass account properly configured from day one, including profile settings, permissions, and foundational system structure.

System Set-Up & Basic Education

Learn the core features of Compass and build a strong understanding of how the system supports your daily sales workflow.

Build-Out System & Workflows

Create automated workflows, pipelines, and task sequences that streamline follow-up and increase productivity.

Customize Contacts

Organize and segment your database with custom fields, tags, and filters to maximize targeting and efficiency.

Get Comfortable with Daily Use

Develop confidence using Compass daily by managing leads, tasks, appointments, and follow-up in real time.

Integrations

Connect Compass with your email, marketing tools, and other platforms to create a fully automated ecosystem.

Review & Check-In

Evaluate your setup, optimize performance, and ensure your system is fully aligned with your business goals.