MasterClass #23: 2026 Carrier Updates, Speed Underwriting, And Flex Life Upgrades
How to use National Life’s 2026 updates to speed underwriting, strengthen living benefit conversations, and add value with Rapid Protect and premium chronic care.
MasterClass #22: Turning Portfolios Into Plans, Mitch’s Closing Process
How to frame longevity, tax, inflation, and sequence risk clearly, build authority through education, and guide prospects through a process that leads to confident decisions.
MasterClass #20: Rollover Conversations, Market Timing & FIA Positioning
How to use Google-driven questions to start rollover conversations, lock in market gains, and position FIAs that remove fees, manage risk, and support confidence.
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 long term client trust.
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 trust and action.
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 two.
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, trust, and lasting value.
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 build retirement confidence.
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 confidence in retirement planning.
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 and boost advisor impact.
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 covering education costs.