There comes a point in your career when you're ready to take your Professional Financial practice to the next level - and become The trusted financial professional. No longer will you just be "selling" insurance, but developing financial plans to meet the needs of your client's. With our  specialized Education and Training Program we will assist you to make that happen through our team of dedicated Advisors & Trainers.  

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New Agents

Take Control Of Your Future

Turning Insurance Agents Into Trusted Advisors

Financial 411 G.P.S. 

Goals - Planning & Solutions! 

Specialized Training & Advanced Concept Education 

So, You're Ready to take your Career to the Next Level, but like so many other Agents and Advisors...

  • You've Reached that crossroad in your business where you're not sure... what's next? 
  • Consistent Tax Law Changes as well as, changes in plan designs have you a bit overwhelmed?   
  • You're feeling as if you were only taught how to "sell" life insurance & annuities, but not really how to "use" them effectively.
  • You know you have been leaving money on the table by leaving your client's plan incomplete!
  • You need that occasional push and fresh new ideas, but you are unsure of the strategies to employ them!
  • You love the business, the prestige, the opportunities, and the freedoms it can provide, but you need someone to help guide you?

If you answered “Yes” to any of these questions, there is Good News... you're at the right place! 

Through our Financial 411 Goals, Planning, and Solutions coaching we can assist you just as we have thousands before you to help you take your business to the level you deserve.  

Together through our Specialized Education, Coaching, and Professional Development Program, we want to help you become that Trusted Financial Advisor.

It's real Financial Education on life in the real world, not filled with "fluff & stuff" or that "old school" mentality that simply doesn't pass the litmus test today.  It's strategies that can help separate you from the opposition. 

                                                 "You Can't Compete in Today's World with Yesterday's Ideas"                                                                                                                                             - Robert Goldsmith

Are you ready to wipe out all past excuses and finally achieve the success that you deserve?

Schedule Your Free Consultation

"An Investment In Knowledge Pays the Best Interest" 

                                                                                                                                - Benjamin Franklin

Schedule Your Free Consultation

Financial 411 & Insurance Coaching is unique from all the rest. It's not your typical "this or that" approach to selling. '' It's a real experience with an education that specializes in Money Management. We call it Education Based Coaching

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
Enroll Now

Professional Development / Advanced Education


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

Live Weekly Coaching/Training          (sample topics below)

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

Mastermind Mentorship Specialized Education

$97 Month

* * Seperating Yourself from the Competition * *

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

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