Insurance Agency Training
Insurance Agency Training will help you educate your customers, empower your team and invest in your own success. Visit our website to learn more.
We are a team of insurance and financial professionals with a lifetime of success at the highest levels in our companies. Our trainings have been showcased around the globe by Million Dollar Round Table (MDRT) Agents. These principles have also been practiced in offices, coffee shops and around kitchen tables, helping people understand why they would want life insurance as a key part of their port
Training new team members can feel like a hurdle, especially when trying to get them to replicate what works. But here’s the secret: a simple, plug-and-play process means they can just hit play and start seeing results right away. This approach has been revolutionary for many agencies because it’s not about complex steps but about consistency and simplicity.
Sometimes, we’re quick to think a system isn’t working, but the real issue is often how much we’re actually using it. Simple, effective, and consistent processes are the true “secret sauce” in sales. No rocket science here—just getting after it! If you’re ready to boost results, consistency is the game changer.
When you’re trying to train someone new, replicating exact steps can be tough, even impossible sometimes. But with a simple, plug-and-play process, success becomes much more attainable. Once team members see those first few wins, it becomes clear why sticking with the basics is so effective.
Contracts can feel impossible to read—especially when they’re written in dense legal jargon. I recently faced a massive 158-page contract, and, honestly, I didn’t understand a word of it. As a former teacher, this wasn’t exactly my comfort zone!
A great coach can change everything, and I’m grateful for the guidance that brought me here. If you’re committed to putting in the effort, you, too, can achieve incredible things. Dive in and see how consistent training, belief in yourself, and a little “elbow grease” can make all the difference.
Imagine stepping into an elevator and getting life-changing advice. That insight changed everything. It taught me to dig deeper, to uncover what clients truly desire, and to guide them toward their goals. This approach not only shaped my success but also led to the creation of the Stairs and Buckets process, a method that has now helped thousands.
Ever feel lost and not sure what to do next? Sometimes, all it takes is one conversation with the right person. In this story, a mentor’s unexpected call changed everything—no strings attached, just pure generosity. This call didn’t just give valuable advice; it inspired a whole new way of thinking and a drive to help others along the way.
Whether you’re in need of guidance or hoping to become that uplifting person for others, hear how mentorship can make all the difference. Sometimes, you don’t know what you’re missing until it finds you.
Whether you’re brand new or a seasoned agent, this tool makes quality presentations easy, effective, and consistent. Unlike other tools that are expensive, complex, or require extensive tech skills, “Stairs & Buckets” is practical, simple, and impactful.
If you’re looking for a way to elevate your sales game without the hassle, this could be the solution you've been waiting for. See why agents everywhere are wishing they’d had this tool from day one!
Cody Askins
Sometimes, the most impactful people in our lives come along just when we need them. In this industry and in life, I strive to help others find the same success, leaving each person better than I found them.
It's a mission rooted in gratitude and the belief that everyone deserves a chance to thrive. If you’ve ever been touched by a mentor or want to know what it means to truly care about others' success, this story is for you.
If you've ever wondered whether you can succeed in this industry, the answer is simple: absolutely! No matter your background or where you’re starting from, this business rewards hard work, resilience, and a willingness to learn. Mentorship can make all the difference, helping you find your path and overcome obstacles.
Whether you're a new agent struggling to find your way or a seasoned pro, remember that success here doesn’t happen by accident. It’s about heart, hustle, and getting after it every day.
Being a great leader means understanding what you teach your team inside and out. If your team can sense you're not fully confident in something, it impacts everyone.
Imagine your team as a group of “Scottie Pippens,” each operating at 80% of what you do—now you’ve got a winning team that doesn’t just rely on one person. Using the simple “stairs and buckets” method, you can build a stronger, more resilient team ready to tackle challenges head-on.
Ever wonder how to feel fully prepared for any conversation? In our office, we practice a structured 7-week cycle to build confidence and get results. Every morning, we train through real scenarios, break down strategies, and role-play interactions to ensure we’re ready to give you the best experience.
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Knowing how you get paid is a game-changer—it’s what separates business owners from the rest. When you don’t leave money on the table, you’re maximizing revenue and empowering your team. Confident teams deliver better customer experiences, and that success brings more impact, more confidence, and more recognition.
In sports, it’s not always the most skilled athlete who comes out on top—it’s the one who stays healthy. Especially in sports like wrestling or football, where the season is a true grind. Taking care of your body is key to going the distance and staying in the game when it counts most.
With Medicare 101, even if you're not fully prepared, you’ve got everything you need at the press of a button. This toolkit includes a PowerPoint loaded with key talking points, a client money assessment, and strategies to help you spot opportunities for better financial planning. The setup is all here for you to succeed—just show up and engage!
Ever tried to understand a complex contract on your own? I did just that, reading a 158-page document over and over, trying to make sense of it without any legal background.
As a former teacher and wrestling coach, I was determined to figure it out. In the end, I called in an expert to help decode it all. Sometimes, it's all about pushing through and knowing when to get help!
Our focus is to be more than just P&C insurance—we’re here as your financial services team. By prioritizing financial security and planning, we ensure you get the complete protection package you deserve, with P&C right along for the ride. It's all about building a solid financial foundation for you, year after year.
It’s not just about selling life insurance—it’s about empowering you to take ownership of your future. My goal is to help you feel in control of your decisions, so you're not just buying a policy; you're investing in your peace of mind. We set clear expectations together, ensuring you stay informed and connected with me every step of the way. This isn’t just a transaction—it’s a partnership for life.
When you're living paycheck to paycheck, fear of losing it all can feel overwhelming. I know what it's like to struggle with bills, wondering how to make ends meet for your family. But here's the thing—opportunities can change everything. It’s about taking that leap when the chance presents itself. You don’t have to stay stuck.
Looking to build a lasting career or create a fortune? The real game-changer lies in life and health sales. Prioritizing these over auto and fire isn’t just about boosting revenue—it’s about making a significant impact on families when it matters most.
If you want to see your numbers skyrocket, focusing on life and health can be the key to unlocking your success.
Life is full of choices, and each one comes with a price. Whether it’s about health, relationships, or financial success, you get to choose your "hard." Discipline isn’t easy, but regret feels even harder.
When life throws challenges your way, whether it's balancing work, family, or unexpected obstacles like a pandemic, success comes from putting in the work.
You don’t need every tool to succeed; you just need determination and grit. If you're ready to face your challenges head-on, the results will follow. It's hard work, but the rewards are worth it.
Building meaningful connections with your clients goes beyond selling policies.
That’s why almost 40% of my book includes life policies, and our clients stick with us longer. This approach makes them feel secure and keeps them coming back. We need to create bonds that last a lifetime!