Tried-and-true strategies to help you attract, close, and retain more P&C clients. Follow step-by-step roadmaps built by top producers to scale your book and dominate your local market.
Family Protection Week Challenge — 7-Day Appointment Sprint
Book 10+ family protection appointments in 7 days with a simple, repeatable plan — complete with plug-and-play scripts, trackers, and templates.
Download Full Playbook (PDF)
Referral Power Play — 7-Day Referral Challenge
Generate 10+ new life insurance appointments in 7 days — all from the clients and contacts you already have. This plug-and-play plan shows you exactly how to ask for referrals naturally, follow up with confidence, and fill your calendar with warm, ready-to-talk prospects.
Download Full Playbook (PDF)
The Retirement Income Conversation — Life Action Plan
Turn life insurance into the most powerful retirement planning conversation you'll ever have. Learn how to explain tax-advantaged income with confidence and master the 7-Day plan to attract, educate, and close high value clients.
Download Full Playbook (PDF)More actionable plans and resources coming soon.
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