Free Assessment
Your Free Career Assessment
Evaluate + Educate = Elevate
We use a three-step process to help you evaluate your current situation, educate yourself on our proprietary platform, and make an informed decision to elevate your career.
✓ Personal
Brand Analysis
✓ Commission
Analysis
✓ Career
Recommendations
We do our best work with Financial Advisors who are
Independent, Protection Based, and in Growth Mode
Independent
Advisors who serve clients first and require open architecture so they can offer best in class products or solutions
Protection Based
Advisors who understand the leverage of positioning life insurance as the center piece of their client's overall plan
Growth Mode
Advisors who are seeking guidance to level up their practice, eliminate low-payoff activities, and attract more clients
Your Free Career Assessment
A three step process to help you
elevate your Personal Brand and Increase Profits
Step #1
Schedule a Brief Intro Call
A quick 20-minute intro call will give us both a chance to make sure your current career situation matches our expertise.
Step #2
Evaluate Status Quo
The next step is a discovery meeting (in-person or virtually) to help evaluate your current situation. During this one hour meeting, we will get crystal clear on your career goals, challenges, opportunities, and concerns.
Step #3
Explore Opportunities
With your Career Assessment complete, we will have another meeting to review our findings, show you what's available to our platform, and determine your potential gap. We will give you real feedback and show you exactly what you can to do elevate your personal brand, eliminate low-payoff activities, attract clients, and increase profits.
Guaranteed Good News!
We are looking for long term relevant relationships. And at the end of this process, we will simply ask you to think about it.
The best part, we guarantee good news!
STOP
You will have clear understanding of your current situation compared to another platform and be better equipped to handle challenges and embrace the opportunities in front of you.
NEXT
Continue the due diligence process and begin to seriously consider what a partnership with our FP Network will look like.