Upcoming Training Opportunities....
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* all sessions will be recorded an available for playback. Refer to our RECORDINGS page for access
Join Us Today - May 2nd
12:30pm EST - Friends DO NOT Let Friends Live Without Life Insurance
Guest Appearance
May 22nd - Your Money: How to go from good to great without obsessively tracking
Area of Focus - Property and Casualty
Monday, May 6th, 2024 - The Auto Insurance OPPORTUNITY
Tuesday, May 7th, 2024 - Writing Auto During Times of Uncertainty
Wednesday, May 8th, 2024 - Auto Insurance Quoting. You Cost MORE! No Sh*t! (Part ONE)
Thursday, May 9th, 2024 - Auto Insurance Quoting. You Cost MORE! No Sh*t! (Part TWO)
Friday, May 10th, 2024 - Auto Lead Sources - Internet Leads and Cold Calling
Monday, May 13th, 2024 - Price is NOT the Enemy
Tuesday, May 14th, 2024 - Auto Lead Sources - Last is NEXT / Personal Production
Wednesday, May 15th, 2024 - Navigating an Auto Rate Increase
Thursday, May 16th, 2024 - Auto Lead Sources - Working your Existing Book for Leads
Friday, May 17th, 2024 - Auto Lead Sources - Defected Households
Area of Focus - The Ultimate Pending System
Monday, May 20th, 2024 - Pending Systems - New Leads
Tuesday, May 21st, 2024 - Pending Systems - The Claim
Wednesday, May 22nd, 2024 - Pending Systems - Defected Households
Thursday, May 23rd, 2024 - Pending Systems - Referrals
Friday, May 24th, 2024 - Pending Systems - The Appointment
Area of Focus - Fire Insurance
Tuesday, May 28th, 2024 - Firin’ Up the Opportunity!
Wednesday, May 29th, 2024 - Commercially Speaking
Thursday, May 30th, 2024 - Did Ya? Urgent PLUP
Area of Focus - Controlling Lapse/Cancellation
Monday, June 10th, 2024 - Who is leaving us/Why do they leave us?
Tuesday, June 11th, 2024 - SIGNificant Events - part 1 of 2
Wednesday, June 12th, 2024 - SIGNificant Events - part 2 of 2
Thursday, June 13th, 2024 - Controlling Lapse/Can - Communication Plans
Friday, June 14th, 2024 - Lapse Can - Multi-Line Stats DO NOT LIE!
Area of Focus - Self-Accountability and Ownership of Results
Tuesday, June 18th, 2024 - Accountability is a FOUR-LETTER Word
Wednesday, June 19th, 2024 - The Commitments
Thursday, June 20th, 2024 - So What’s The Plan
Friday, June 21st, 2024 - Daily Matters and The Inspector Gets What The Inspector Inspects
Area of Focus - Action Planning to Achieve Results
Monday, July 8th, 2024 - FOCUS
Tuesday, July 9th, 2024 - TIME
Wednesday, July 10th, 2024 - MONEY
Thursday, July 11th, 2024 - Action Planning
Friday, July 12th, 2024 - The Grocery Store
Monday, July 15th, 2024 - A, B, C - Easy as 1, 2, 3
Tuesday, July 16th, 2024 - Action Planning Observations
Wednesday, July 17th, 2024 - Practice! (Act Life a Professional)
Thursday, July 18th, 2024 - Action Planning Observations - Part 2
Friday, July 19th, 2024 - BIG Rocks
Area of Focus - Pivoting
Monday, July 22nd, 2024 - Why We Don’t Pivot
Tuesday, July 23rd, 2024 - Pivot on ALL Sales and Service Transactions in the Agency
Wednesday, July 24th, 2024 - Working an Inventory of Pivot Leads
Thursday, July 25th, 2024 - Car Rental Companies Pivot FOUR Times - EVERY TIME!
Friday, July 26th, 2024 - Pivoting as a RETENTION Tool
Monday, July 29th, 2024 - Pivoting from HOMES to Life and Disability
Tuesday, July 30th, 2024 - Client Profiling to the PERFECT Pivot
Wednesday, July 31st, 2024 - Pivoting from Auto to Additional Lines of Insurance
Thursday, August 1st, 2024 - SHUT UP! Pivot to PLUP!
Friday, August 2nd, 2024 - The Customer WANTS you to Pivot
Area of Focus - Referrals
Monday, August 5th, 2024 - Three Keys to a Referral Program
Tuesday, August 6th, 2024 - Enlisting an Army of People to Work for you - The HELPERS
Wednesday, August 7th, 2024 - Enlisting an Army of People to Work for you - THE DIRECTORS - Real Estate Agents and Attorneys
Thursday, August 8th, 2024 - Enlisting an Army of People to Work for you - THE DIRECTORS - Jewelry Shops
Friday, August 9th, 2024 - Enlisting an Army of People to Work for you - THE DIRECTORS - Drivers Education Instructors
Monday, August 12th, 2024 - Securing Five-Star Google Reviews
Tuesday, August 13th, 2024 - Enlisting an Army of People to Work for you - The CARE-GIVERS
Wednesday, August 14th, 2024 - Now that you’re asking for Referrals….Here’s How to Follow-up with your Army of Referral Partners
Thursday, August 15th, 2024 - When it comes to asking for Referrals….HONESTY WINS!
Friday, August 16th, 2024 - Using Social Media to Work THROUGH your Referral Partners!
Area of Focus - Appointment Setting
Monday, August 19th, 2024 - Setting Appointments - Why So Hard / Why So Important
Tuesday, August 20th, 2024 - Setting Appointments with ALL New Business
Wednesday, August 21st, 2024 - Setting Appointments with your CURRENT Life Policyholders
Thursday, August 22nd, 2024 - Setting Appointments with your CURRENT Fire Policyholders
Friday, August 23rd, 2024 - My Vision of the PERFECT Appointment Setting Process
Monday, August 26th, 2024 - Getting Them the SHOW UP for their Appointments
Tuesday, August 27th, 2024 - The “Come Back” Appointment - How to get them to come back year-after-year
Wednesday, August 28th, 2024 - Setting Appointments with WALK-IN and CALL-IN Traffic
Area of Focus - Conducting Appointments That Sell
Tuesday, September 3, 2024 - Preparing for Your Appointments
Wednesday, September 4, 2024 -THREE Pivots BEFORE the Appointment Starts
Thursday, September 5, 2024 - Discussing Coverages During an Appointment - How Much is TOO Much (time to spend)!
Friday, September 6, 2024 - Educating the Policyholder How to File a Claim AND Access their Policy 24/7/365
Monday, September 9, 2024 - Pivoting to Life and Disability Naturally during your Appointment
Tuesday, September 10 -“Giv’em Options When Showing them Life and DI”
Wednesday, September 11 - The NEXT Appointment - Never let one appointment end without setting the next
Thursday, September 12 - Collecting Emergency Contacts Which are WARM LEADS into a New Household
Friday, September 13 - Closing the 90% Appointment with Referrals and Reviews
Area of Focus - Life Insurance
The Principles of Marketing and Selling Life Insurance
Monday, September 16 – Principle # 1 – Work Your Ask Off
Tuesday, September 17 – Principle #2- K.I.S.S.
Wednesday, September 18 – Principle #3 – Sell the Benefits
Thursday, September 19 – Principle #4– Managing an Inventory of Life Insurance Leads
Friday, September 20 – Principle #5 – People with Life Insurance are MORE likely to buy Life Insurance than people without Life Insurance – sell to people who already own Life Insurance
Monday, September 23 – Principle #6- Life Insurance is NOT for people who die….Life Insurance is for people who live! Sell to the Livers (The Beneficiaries)
Tuesday, September 24 – Principle #7 – Good to Great – move from Needs-Based to WANTS-Based Selling Life Insurance
Wednesday, September 25 – Principle #8 – Full Coverage Insurance-to-value Life Insurance
Thursday, September 26 – Principle #9 – ROLL IT ON! Quote Full Coverage!
Friday, September 27 – Principle #10 – Disability, Life or Both?
Monday, September 30 - Principle #11 – Life Insurance – You have the best dam job in the world!
Tuesday, October 1 – Principle #12 – PRACTICE your profession!
Overcoming Objections
Wednesday, October 2 – I Have Life Insurance at Work
Thursday, October 3 – I cannot afford Life Insurance – Part 1
Friday, October 4 – I cannot afford Life Insurance – Part 2
Monday, October 7 – I want to think about It / I want to ask my spouse
Tuesday, October 8 – I have Life Insurance with another Company / I do not own life insurance / Don’t Need Life Insurance
Wednesday, October 9 – I don’t want to talk about my Child dying
Life Processes - Life Appointments
Thursday, October 10 – Life Policy Delivery Appointments
Friday, October 11 – Setting Appointments with Existing Life Policyholders
Monday, October 14 – Life Review Appointments – Preparation is KEY
Tuesday, October 15 – Conducting the Life Review Appointment
Wednesday, October 16 – Selling Life “Options”
Thursday, October 17- How to 10X Your Life Premium (HLV)
Friday, October 18 – Quoting Life and Disability with ALL Homeowners
Monday, October 21 - Bundling Life with Auto Insurance
Tuesday, October 22 – Term Vs. Permanent and Converting Term to Permanent Life
Wednesday, October 23 - Selling Life Insurance to Youthful Drivers
Thursday, October 24 - Selling the Gift of Life Insurance
Friday, October 25 - Disability/Which Job Do You Prefer/ Life to Moms
Monday, October 28 - SHIPn’ the 64’s – Hospital Income Target Market and Med Supp Prospecting!
Tuesday, October 29 - Life - Q and A Day
Wednesday, October 30 - Livin’ the PLUP Life!