Training At Your Own Pace

24/7 training online at your own leisure. The days of waking up early to listen to your local manager educate while running at 60% capacity are over. Learn at a level above the average manager.

Client relationships have never been better. Strategies based around the psychology of selling. Education revolved around selling for the purpose of taking care o f the needs, and providing valued solutions.

Through the Agent Portal, 24/7 you will have the training, tools, and contact resources necessary to take your business to the next level!

Training that takes the 1-dimensional agent and turning that person into a multifaceted one. Training that focuses on how to transition from one sale to another in a way that doesn't seem scripted.

Resources - Save Time and Money

24/7 online resources for quoting and licensing. CSG Actuarial, LTCi quoting tools, iPipeline, WinFlex, and Surrancebay. The most efficient tools for quoting and online enrollment! Learn about Drop Ticket!

We have a continuous investment in your success. We offer contining education at a discount and provide a valuable discount on your E&O Insurance.

100% access at all times for continuing education. Not just the government required, but knowledge far proceeding the industry averages as a whole. Become an actual expert in your field!

Through the Agent Portal, you will have the ability to be able to stay current with continuing education and meet all state regulatory measures.

Marketing - Ideal Clients Matched With Ideal Agent/Brokers

Access to Direct Leads FREE! You have the ability to have the leads sorted by an abundance of different variables to target the desired client base you as an agent want to sit in front of.

Enter the realm of compliant SMS and Email Marketing. Specific company marketing will be provided following all intellectual property laws by various governmental agencies.

Increase the commissions of qualified appointments with our state of the art CRM database designed to efficiently put you in front of your desired client base.

Utilizing our central virtual hub, lead requests have never been easier. Whether your marketing strategy is our Email or SMS, Medicare Table Talks with our seminar program, or Income / Asset Allocation seminars.

Not sure what you need? Learn about the different types of retirement strategies.