MasterClass #19: Prospect Framing, Index Strategy Basics & Loan Power Plays
Learn how to simplify IL conversations, set clear expectations, choose smarter index mixes, and use flexible loan strategies that build confidence and…
Master Class Category: Master Class
MasterClass #18: Dual Triggers, Smart Index Blends & Secure Stage Income
How to simplify IUL conversations, explain Nexus S&P options clearly, blend indices for balance, and use Secure Stage benefits to strengthen client tr…
MasterClass #17: No-Show Recovery, Trust Builders & Two-Option Close Strategy
Open strong, transfer value fast, and collect facts—using Social Security action plans, lifestyle framing, and mini “yeses” that set up meeting …
MasterClass #16: Lifestyle Framing, Trial Closes & Suitability
How to lead with lifestyle goals, ask sharper questions, use trial closes, navigate suitability, and present solutions that build trust and action.
MasterClass #15: Client PowerPoint Mastery & Questioning Techniques
An in-depth masterclass on presenting with the Client PowerPoint, using questions to uncover goals, and shaping conversations that build clarity, trus…
MasterClass #14: Allianz ABC, Dare-to-Compare & Inflation-Proofing Income
An in-depth masterclass on Allianz ABC strategies, Dare-to-Compare insights, inflation risk, and methods that protect income, support growth, and buil…
MasterClass #13: Tax Strategies, IUL Design & Retirement Risk Protection
An in-depth masterclass exploring tax planning, IUL design mechanics, market risk, and client strategies that balance growth, protection, and confiden…
MasterClass #12: Tools, Software Access & Strategic Marketing Systems
An insightful masterclass walking through key back-office tools, new software capabilities, and marketing systems designed to streamline operations an…
MasterClass #11: College Funding Strategies & Creative Client Approaches
An in-depth masterclass on college planning strategies, creative funding approaches, and positioning conversations to protect retirement goals while c…
MasterClass #10: Mastering Confident Client Framing & Trust-Building
A dynamic masterclass equipping you with proven techniques for client framing, effective questioning, and trust-building to revolutionize your meeting…