GET LICENSE FIRST!
GET LICENSE FIRST!
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Before You Commit, Read This
Before You Commit, Read This
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Phase 0: Choose Your Path
Phase 0: Choose Your Path
This phase gets you licensed fast and correctly. You’ll choose your insurance track, enroll in your licensing course, follow the 14-day study blueprint, and prepare for your state exam. By the end of this phase, you’ll be fully licensed and ready for contracting.
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PHASE 1: Launch & License (Insurance)
Unlock at Level 1
or Upgrade to Standard
PHASE 1: Launch & License (Insurance)
This phase gets you licensed fast and correctly. You’ll choose your insurance track, enroll in your licensing course, follow the 14-day study blueprint, and prepare for your state exam. By the end of this phase, you’ll be fully licensed and ready for contracting.
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PHASE 2: Contracting & Carrier Setup
Unlock at Level 2
or Upgrade to VIP
PHASE 2: Contracting & Carrier Setup
Once you’re licensed, it’s time to get appointed with our core carriers. This phase covers contracting, compliance, E&O, and portal setup. Completing this phase unlocks your “Ready to Sell” status, allowing you to officially write business.
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Phase 3: Field Training & Skill Development
Unlock at Level 3
or Upgrade to Premium
Phase 3: Field Training & Skill Development
This is where you learn the skills that make you money. From booking appointments to presenting confidently, handling objections, designing cases, and submitting applications, this phase prepares you for real clients and real production.
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770X - IUL
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Estate Plan X / Trusts
Estate Plan X / Trusts
This course gives you a simple and practical understanding of what a trust is, how it works, and why it matters if you own assets or have a family. You will learn how a trust avoids probate, keeps your affairs private, and protects your loved ones from court delays and legal fees. We explain everything in clear language so you can stay in control, avoid costly mistakes, and confidently protect what you have worked hard to build.
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Estate Cash Plan
Unlock at Level 1
or Upgrade to Premium
Estate Cash Plan
This course explains how the Estate Cash Plan works and why it can be a powerful addition to a properly structured trust. You will learn how it provides immediate cash to your family without waiting on probate or a death certificate, helping cover funeral costs, debts, and urgent expenses when they need it most. We break it down in simple terms so you understand how it complements your trust, creates liquidity, and strengthens your overall estate plan.
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Baby Bloom - IUL For Kids
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Infinity X - Annuities
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BYOB
Be Your Own Bank Strategy
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Owner X
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Telesales
Telesales
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Social Media & Marketing
Unlock at Level 3
or Upgrade to VIP
Social Media & Marketing
This course teaches you how to use social media and marketing to attract the right audience, build authority, and turn attention into income. You will learn how to position yourself properly, create simple content that builds trust, start conversations without sounding salesy, and generate consistent leads. We break down messaging, branding, and follow up strategies so you can market with confidence, grow your influence, and build a business that compounds over time.
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Live Calls
Unlock with VIP
Live Calls
Jump into real insurance calls happening live. No scripts. No roleplay. No boring training. You’ll hear real conversations, real objections, and real wins while learning how to open strong, uncover needs, and close ethically without sounding salesy. Life insurance, living benefits, annuities, and trusts all in real time. We learn, we laugh, and we level up on the phone. If you want faster confidence and real skill while actually enjoying the process, this is where you belong.
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Tools & Tech
Unlock at Level 1
Tools & Tech
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