Here is and example of the steps Insurance Agents and Financial Planners will learn to take their clients through:

• Meet with client(s) to assess their current financial situation and understand their financial concerns and goals.

• Put together the action steps needed to reach these goals.

• Come up with a plan as to when the action steps will be completed and what type of support/accountability will be needed.

• If they do not already have a plan in place, set up a tracking/budgeting system for the client(s) so they can determine where their funds are going and how to free up more funds to pay off debt and save money.

 

Benefits of our Mentorship services:

• Mentorship from our Strategists
• How to generate and prospect leads through various methods
• Position yourself as an expert within the industry and gain knowledge on topics such as Health Spending Accounts, Tax and Accounting strategies, Corporate Estate Planning and more!
  
• Approach Business Owners effectively and efficiently by developing value propositions and interest to overcome objections
• Learn how to write substantially larger premiums per Business Owner
• Increase your monthly commissions in addition to your current sales
• Gain Business Owner permission to access and engage their employees on a favourable basis
• Have the employees of Business Owners expect your phone calls and how to book successful meetings
• Develop relevant and comprehensive questions to ask the Owner about their business
• Create comprehensive strategies for the Business Owner awith an agreeable and favourable outcome
• Optimize your close rates and get to the point where Business Owners trust you 100% of the time

We teach Insurance Agents and Financial Planners how to help Business Owners reposition themselves
and their corporations to take advantage of our unique tax strategies.

We share insights with Insurance Agents and Financial Planners on the common challenges they will face throughout their careers.

If you struggle with getting your career as an Insurance Agent or a Financial Planner organized and meeting your short and long-term goals or if you want to take the next step and increase your wealth, we can help!