Discover 159 Upcoming and Expire Events
- Life-EquityXL
- ACA/U65
- Medicare Marketing Made Easy
- Medicare & Health
- Life-Simplified/Fully Underwritten
- Annuity
- Compass
Cross Selling and Second Sales Opportunities
Maximize revenue per client through strategic follow-up and cross-selling.
Juvenile Life – Why Sell Juvenile Life
Learn why juvenile life policies create early client loyalty, generational relationships, and long-term commission streams.
Juvenile Life – The Best Carriers and Why
Compare top juvenile life carriers and discover which products offer the strongest growth and guarantees.
Juvenile Life – Making Juvenile Life a Cash Machine
Turn small premium policies into powerful lifetime revenue strategies for your agency.
Accident & CI – Protect your client against costly claims
Add financial protection layers with Accident and Critical Illness products.
Lead Source Training – Individual Health Leads Available
Optimize your pipeline with targeted health lead programs.
Alternative Health Plans – Affordable Healthcare Options
Expand your portfolio with non-traditional health coverage options.
Building a Benefit Package –Ancillary plans bundled w/ Individual
Bundle ancillary products to increase client value and retention.
HealthSherpa Training – Quoting ACA plans
Improve efficiency and quoting accuracy for ACA plans.
ACA Bootcamp – Prep for OE 26
Prepare your business for a high-performing Open Enrollment season.
Dental Plans Training – Best of the Best
Compare the strongest dental carriers heading into OE.
ACA ICHRA Training – Individual Plans Sold to Group
Position individual plans within employer structures.
OE Kick Off Meeting – Carrier Updates
Carrier updates and strategic planning for Open Enrollment.
Indemnity Health Plans – Affordable Healthcare Plans
Offer affordable indemnity solutions for budget-conscious clients.
ACA Alternative Plan Training – STM & Indemnity Plans Available
Diversify with STM and indemnity options.
Lead Source – Individual Health Leads Available.
Maintain momentum with targeted lead opportunities.
Medicare Marketing Made Easy
Medicare leads while teaching and coaching agents how to also have financial conversation.
Medicare Marketing Made Easy
Medicare leads while teaching and coaching agents how to also have financial conversation.
Medicare Marketing Made Easy
Medicare leads while teaching and coaching agents how to also have financial conversation.
Medicare Marketing Made Easy
Medicare leads while teaching and coaching agents how to also have financial conversation.
Medicare Marketing Made Easy
Medicare leads while teaching and coaching agents how to also have financial conversation.
Medicare Marketing Made Easy
Medicare leads while teaching and coaching agents how to also have financial conversation.
Medicare Marketing Made Easy
Medicare leads while teaching and coaching agents how to also have financial conversation.
Medicare Marketing Made Easy
Medicare leads while teaching and coaching agents how to also have financial conversation.
Medicare Marketing Made Easy
Medicare leads while teaching and coaching agents how to also have financial conversation.
Medicare Marketing Made Easy
Medicare leads while teaching and coaching agents how to also have financial conversation.
Medicare Marketing Made Easy
Medicare leads while teaching and coaching agents how to also have financial conversation.
Medicare Marketing Made Easy
Medicare leads while teaching and coaching agents how to also have financial conversation.
Medicare Marketing Made Easy
Medicare leads while teaching and coaching agents how to also have financial conversation.
Medicare Marketing Made Easy
Medicare leads while teaching and coaching agents how to also have financial conversation.
Carrier Cross-Sell Webinars and Virtual CE W/ Trevor Braun
How to cross-sell and the money you are leaving on the table at each appointment
Carrier Cross-Sell Webinars and Virtual CE W/ Mike Gattorna
How to cross-sell and the money you are leaving on the table at each appointment
Carrier Cross-Sell Webinars and Virtual CE Class
Compliance and ethics class- complete your licensing requirements
Carrier Cross-Sell Webinars and Virtual CE W/ Trevor Braun
How to cross-sell and the money you are leaving on the table at each appointment
Carrier Cross-Sell Webinars and Virtual CE W/ Mike Gattorna
How to cross-sell and the money you are leaving on the table at each appointment
Carrier Cross-Sell Webinars and Virtual Ethics CE Class
Compliance and ethics class- complete your licensing requirements
Carrier Cross-Sell Webinars and Virtual CE W/ Trevor Braun
How to cross-sell and the money you are leaving on the table at each appointment
Carrier Cross-Sell Webinars and Virtual CE W/ Mike Gattorna
How to cross-sell and the money you are leaving on the table at each appointment
Carrier Cross-Sell Webinars and Virtual CE W/ Trevor Braun
How to cross-sell and the money you are leaving on the table at each appointment
Carrier Cross-Sell Webinars and Virtual CE W/ Mike Gattorna
How to cross-sell and the money you are leaving on the table at each appointment
Finding Hidden Life Insurance Opportunities in Your Book of Business
Unlock untapped revenue by identifying life insurance gaps within your existing client base.
How to Sell More Life Insurance – Overcoming Client Objections
Turn common objections into closing opportunities with confident, client-focused responses.
Agency Growth & Retention in a Changing Market
Adapt your agency strategy to shifting market conditions while maintaining growth and team stability.
Indexed Universal Life – Marketing Strategies That Convert
Position IUL effectively with messaging and marketing frameworks that drive higher conversion rates.
How to Get in Front of More People – Social & Referral Systems
Leverage social media and referral strategies to generate consistent, high-quality leads.
Term Insurance – The Hidden Gateway to Lifetime Clients
Use term insurance as a strategic entry point to create long-term, multi-product client relationships.
Life Insurance Awareness Month – Creating Impactful Client Conversations
Capitalize on awareness month with compelling messaging that inspires meaningful life planning discussions.
IUL for Retirement Income – The “Tax-Free Retirement” Blueprint
Show clients how properly structured IUL policies can support tax-advantaged retirement income.
Grow Your Agency – Building Leaders Under You
Develop leadership systems that empower agents and multiply your organization’s growth.
Universal Life Insurance – Client-Focused Design Strategies
Design UL policies around client goals to improve retention and long-term satisfaction.
How to Sell More Life Insurance Before Year-End
Finish strong with year-end urgency strategies that accelerate production and close pending business.
Indexed Universal Life – The Ultimate Legacy Planning Tool
Position IUL as a powerful solution for generational wealth transfer and estate planning.
How to Get in Front of More People – 2027 Prospecting Plan
Build your prospecting blueprint for 2027 to ensure a strong start to the new year.
Year-End Wrap-Up: Grow Your Agency & Celebrate Success
Review key wins, refine strategies, and prepare your agency for even greater growth in the coming year.
Account Set-Up
Get your Compass account properly configured from day one, including profile settings, permissions, and foundational system structure.
System Set-Up & Basic Education
Learn the core features of Compass and build a strong understanding of how the system supports your daily sales workflow.
Build-Out System & Workflows
Create automated workflows, pipelines, and task sequences that streamline follow-up and increase productivity.
Customize Contacts
Organize and segment your database with custom fields, tags, and filters to maximize targeting and efficiency.
Get Comfortable with Daily Use
Develop confidence using Compass daily by managing leads, tasks, appointments, and follow-up in real time.
Integrations
Connect Compass with your email, marketing tools, and other platforms to create a fully automated ecosystem.
Review & Check-In
Evaluate your setup, optimize performance, and ensure your system is fully aligned with your business goals.
Account Set-Up
Get your Compass account properly configured from day one, including profile settings, permissions, and foundational system structure.
System Set-Up & Basic Education
Learn the core features of Compass and build a strong understanding of how the system supports your daily sales workflow.
Build-Out System & Workflows
Create automated workflows, pipelines, and task sequences that streamline follow-up and increase productivity.
Customize Contacts
Organize and segment your database with custom fields, tags, and filters to maximize targeting and efficiency.
Get Comfortable with Daily Use
Develop confidence using Compass daily by managing leads, tasks, appointments, and follow-up in real time.
Integrations
Connect Compass with your email, marketing tools, and other platforms to create a fully automated ecosystem.
Review & Check-In
Evaluate your setup, optimize performance, and ensure your system is fully aligned with your business goals.
Account Set-Up
Get your Compass account properly configured from day one, including profile settings, permissions, and foundational system structure.
System Set-Up & Basic Education
Learn the core features of Compass and build a strong understanding of how the system supports your daily sales workflow.
Build-Out System & Workflows
Create automated workflows, pipelines, and task sequences that streamline follow-up and increase productivity.
Customize Contacts
Organize and segment your database with custom fields, tags, and filters to maximize targeting and efficiency.
Get Comfortable with Daily Use
Develop confidence using Compass daily by managing leads, tasks, appointments, and follow-up in real time.
Integrations
Connect Compass with your email, marketing tools, and other platforms to create a fully automated ecosystem.