Before I Give You the Playbook… I Need to Know If You’re Actually Serious....

Step 1: Tell Me About Your Business So I Can Hook You Up with the Right Strategy.

How long have you been working as a life insurance agent? *

0-3 months

4-6 months

1-2 years

3 years+

Are you a captive or an independent agent? *

captive

independent

Are you full-time, or part-time? *

full-time

part-time

Which sales and marketing strategies have worked best for you? (Select all that apply) *

What’s your biggest challenge right now when it comes to growing your life insurance business? (Select all that apply) *

I’m tired of chasing people who aren’t serious. I need a steady flow of quality prospects coming to me.

I keep closing low-ticket deals when I know I should be writing bigger premiums.

I see other agents crushing it on social media, but I don’t know how to position myself as the expert.

Following up, booking calls, and keeping track of prospects takes up too much of my time.

I know IULs are powerful, but I need a way to make them easy for clients to understand and buy.

I feel like I’m working hard, but I’m nowhere near six figures. I need a better strategy to get there.

First Name *

Last Name *

Email *

Phone (optional)

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