You’ve built a $100K practice.
Now learn to work a different tier of client.
A quiet, invitation-only mentorship led by a $100M producer, with the advanced-planning language, systems, and access required to sit across from business owners and high-net-worth clients.
You’ve outgrown the room you’re selling in.
Three, five, ten years in. Six figures on the board. And the ceiling stopped moving a while ago.
You watch other producers close cases in a single meeting that would take you a year of appointments, and you don’t know how those conversations even begin.
No one ever showed you how a business owner actually thinks about their balance sheet. No one taught you the language a high-net-worth client expects at the table.
It isn’t effort. It’s vocabulary, positioning, and a system built for a different tier of client.
Four pillars, each one built for the tier of client you’re moving into.
Advanced Planning
The concepts, structures, and conversations top producers use with business owners and high-net-worth families, not surface-level product talk.
A Proven Sales System
A repeatable process from first outreach to closed case. Same script, same pacing, same questions the room expects.
Direct Mentorship
Guidance from a $100M producer. Not a recorded course, actual coaching on your live cases, week over week.
A Marketing Program Built For You
A complete, AI-powered marketing engine engineered to put you in front of the clients you now know how to serve.
We build the entire marketing program. You take the appointments.
An AI-powered, fully managed program engineered for one job: put you in the room with business owners and high-net-worth prospects.
- Positioning
Written for the tier of client you want, not the tier you have.
- Content Engine
Consistent, credible, authored on your behalf, without you at a keyboard.
- Outreach
Targeted, compliant sequences that fill a qualified calendar.
- Measurement
Clear reporting on what’s working, and what to say next.
The AI teammate that grows your book while you sleep.
Ace drafts your follow-ups, recaps your appointments, and rehearses the objections you'll hear tomorrow, in your voice. Nothing sends without your sign-off. Pick a scenario and watch a real draft come together.
Every draft passes your desk before it reaches a client.
An AI teammate that works your book while you sleep.
Every accepted agent receives Agent Autopilot, a private AI system that drafts follow-ups, handles carrier research, and keeps every lead warm, so you spend your day in the rooms that actually close.
- Speed-to-Lead
Fresh leads answered in seconds, not hours, with drafts in your voice.
- Follow-Up Engine
Every conversation continued: renewals, cross-sell, quiet prospects re-opened.
- Carrier Research
Underwriting notes, product comparisons, and case prep drafted on demand.
- Your Review, Always
Nothing sends without your sign-off. You stay the advisor; Autopilot does the drafting.
Provided to accepted mentorship agents at no additional cost.
Request an interview. Receive the guide written for the client you want to serve.
Choose your path below. On submission, we’ll deliver the matching guide , Three Advanced Strategies, and reach out to schedule a short interview.
Every accepted agent completes The 90-Day Advanced Practice Business Plan before the call. Ten short sections. Fifty pointed questions. It is how we make the interview a conversation instead of a warm-up.
Three steps. Not everyone is accepted.
- 01
Submit
Complete the short application above.
- 02
Interview
We schedule a brief call to understand your practice.
- 03
Decide
We both decide whether it’s the right fit.
Spots are limited. Applications are reviewed in the order received.
Contracting and case-design support behind the work
Mentorship teaches the advanced planning skill set. Running those cases also takes infrastructure: carrier contracting, case design, illustration support, and a back office that can carry a complex file from concept to placement. The Firm is a contracting and back-office practice for life and annuity producers doing advanced planning work with business owners and high-net-worth clients.
The Firm is a related company operated by the same team behind this program. It is not a paid placement and it is not third-party advertising. Working with them is optional, separate from admission here, and nothing about contracting guarantees any particular result.
We only accept a small number of agents at a time.
If the interview goes well, you’ll walk into rooms you couldn’t enter last year, with the language, systems, and mentorship to belong there.