Life Insurance / New Agent Training

89% of Insurance Agents Quit Within 3 Years Because They Don't Have a Solid Support System. 

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Advance Training

                    Learn The In's & Outs of Success In The Financial Service Industry!                        Train to be Financial Advisors not just another agent


Financial 411 GPS (Goals - Planning - Solutions) 


Specialized Education & Advanced Concepts  

Just got licensed what now? Let Financial 411 Help you Thrive by sharing with you...

  • How life insurance "really" works
  • Overcome the fear of failure
  • Handle Objections
  • Product Education
  • Professional Development
  • Go From Salesperson to Advisor
  • Consultative Selling
  • Working With Leads and Lead Programs
  • Insurance 101 - Term vs Ul vs Whole Life
  • Success Coaching
  • Do I need a Sales Script - It's not what you say but how you say it
  • The Art of Questions
  • Goal Setting
We believe that an educated advisor is the best resource and will develop loyal educated clients. As a result, it is our intention to train, coach, and educate those of you committed to build your career, your agency and your practice in Financial Services 
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You Can't Achieve Success If You Don't Start


Don't waste valuable time and hard-earned money trying to “reinvent the wheel!" You can have access to over three decades of proven financial and sales expertise at your fingertips.

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Every Great Athlete & Every Successful Professional Has A Coach...

  So Should You!


If It's true that experience is the best form of education, then having someone in your life with that experience has to be the next best thing!

Many successful advisors have had someone in their lives that has assisted them to achieve extraordinary results, which most would say is "all but impossible on your own." Today, the real  challenge is sifting through the plethora of information (or misinformation) that exists in an "information overloaded" environment, to allow you the ability to separate the "rhetoric from the reality."

Unfortunately, many sales & financial training courses are being offered by individuals with limited real (field) experience. We believe that the key to real long-term success comes from the ability to separate yourself from your competition. Our Financial 411 Educational and Advisor Coaching programs have been developed to assist you to stay ahead of the curve, employing unconventional concepts to attain the most efficient use of your client's hard-earned dollars. Which is what it is all about. 

As the legendary Zig Ziglar Once said, "You can have everything in life you want if you will just help other people get what they want. (and, deserve)."  

No Experience? No Problem!

Are you an aspiring or new insurance agent looking for assistance? Our New Agent Bootcamp Course is designed specifically for you.  If you are ready to take your career to the next level, Financial 411 Agent-2-Advisors Coaching can assist you with your goals. Enroll now for your Free Strategy Session to see if we are a good fit to work together. 

Insurance Agent Bootcamp Refresher course


* * * From Order Taker to Advisor * * * (6 Week Course)

Live Weekly Coaching/Training         (sample topics below)

  • Financial Advisor or Sales Rep?
  • Insurance Comprehensive
  • Overcoming Fears
  • Working Leads
  • Sales Script - Yes or No?
  • Selling Over The Phone
  • Handling Objections
  • Plus More
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Professional Development Advanced Education


** Become the Trusted Professional ** (3 Month Course)

Live Weekly Coaching/Training          (sample topics below)

  • Concepts & Strategies
  • Annuities
  • Index Universal Life (IUL) 
  • Solution Selling
  • The Advance Close
  • Financial Road Map
  • Differentiating Yourself
  • Plus More
Coming Soon

Mastermind Mentorship Specialized Education

$97 Month

** Separating Yourself from the Competition**

Live Bi-Weekly Mastermind & Study Groups  (sample topics below)

  • Retirement Planning
  • Estate Planning
  • Income Maximization
  • Personal Growth
  • Taxes & Social Security
  • 401(k) / Pensions
  • Product Breakdowns
  • Plus More
Enroll Now