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.
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 meetings and conversion outcomes.
MasterClass #9: Building Trust & Clarity Through Framing Techniques
A hands-on training focused on guiding hesitant clients, using clear framing, asking better questions, and reinforcing value during critical decision-making moments.
MasterClass #8: Effective Case Positioning & Prospect Commitment Coaching
A practical session covering language to spark client buy-in, guide prospects through objections, and confidently position solutions across all types of retirement cases.