Who is this mentorship for?
Experienced life insurance agents with three or more years in the business who have plateaued around a solid middle-market income and want to move into business-owner and high-net-worth work.
A quiet answer to the questions we hear most often. If yours is not here, write it on the application.
Experienced life insurance agents with three or more years in the business who have plateaued around a solid middle-market income and want to move into business-owner and high-net-worth work.
No. Admission is by application and interview. We work with a small number of agents at a time so the coaching stays direct and specific to your live cases.
No. The mentorship is agnostic to your contracting and product shelf. We focus on advanced-planning language, positioning, and case design that you apply through your existing relationships.
Business continuation, key person, executive benefits, and personal planning for high-net-worth families. You bring live opportunities, we work them together, week over week.
Live coaching from a producer who has personally placed over one hundred million in premium. There is a curated library, but the core of the program is direct guidance on your cases.
No. Anyone promising a guaranteed outcome in this business is not being honest with you. What we can promise is a serious, private room and a system built for a different tier of client.
A private AI system every accepted agent receives as a value-add. It handles speed-to-lead, carrier research, drafts in your voice, and consistent follow-up so the mentorship translates into pipeline.
Complete the short application on the home page. If it looks like a fit, we schedule a private interview. If not, you still receive the strategy guide matching the path you selected.
Next step
Applications are reviewed personally. Admission is by interview.
Apply for the Interview