Recordings
All classes that are recorded will be posted here.
Quick Hit - Book It Before You Hang Up
November 11, 2026
Audience
Agents and Team Members
Learn
The 30 seconds most teams skip at the end of a sale — and the compounding math that makes it the highest-leverage thing you'll say on the call. One sentence, booked before you hang up, pays off for years.
Quick Hit - Knowing Your Numbers
October 28, 2026
Audience
Agents and Team Members
Learn
Learn what metrics you should track to best understand where you can improve and truly move the needle on your production.
Elevate - Utilizing the Quote and Onboarding Checklist
October 22, 2026
Audience
Agents and Team Members
Learn
We will go through the use of our checklist step-by-step. Learning how to properly use the checklist will increase production, reduce post-sale service, and increase overall office efficiency.
Quick Hit - Your Greatest Asset or Your Greatest Liability
October 21, 2026
Audience
Agents and Team Members
Learn
Understand how your mindset can either set you up to win or lose every day.
Quick Hit - Open Q&A
October 14, 2026
Audience
Agent and Team Members
Learn
Join our coaches and bring your questions in this open Q&A.
Elevate - Finding the Money
October 12, 2026
Audience
Agents and Team Members
Learn
Learn how to consistently uncover assets from new and existing customers.
Elevate - Recruiting and Hiring
October 10, 2026
Learn
Identify, attract, and onboard top talent through consistent and efficient processes.
Quick Hit - Asking Great Questions
October 7, 2026
Audience
Agents and Team Members
Learn
Learn the art of the question.
Quick Hit - Needs-Based Selling
September 30, 2026
Audience
Agents and Team Members
Learn
Understanding the number one mistake that everyone in the industry makes and how to fix it.
Quick Hit - Starting Your Day Strong
September 23, 2026
Audience
Agents and Team Members
Learn
Learn some best practices to start your day with the right habits and mindset to achieve your goals.
Quick Hit - Leveraging FORM Conversation
September 16, 2026
Audience
Agents and Team Members
Learn
How to build emotional connection, multiline presentations, and marketing utilizing the FORM Conversation.
Elevate - Working Lead List
September 10, 2026
Audience
Agents and Team Members
Learn
Learn the processes top offices use to generate consistent, profitable business from leads.
Elevate - Customer Care To Life
September 7, 2026
Audience
Agents and Customer Care Team Members
Learn
Join coaches Hunter and Dan as they discuss the key steps to take service transactions to productive life insurance conversations.
Quick Hit - The Review Bridge
September 2, 2026
Audience
Agents and Team Members
Learn
Learn the most effective way to turn a transactional call into a massive retention and sales opportunity.
Elevate - Utilizing ECRM to Write More Business
July 30, 2026
Audience
Agents and Team Members
Learn
Utilize ECRM to Organize leads and follow ups to convert more prospects to customers.
Elevate - Sales Team Job Duties
May 28, 2026
Audience
Agents and Team Members
Learn
Sales success starts with clarity and focus. This class outlines the core responsibilities of a high-performing sales team, including activity expectations, follow-up habits, pipeline management, and collaboration with service staff. Learn how correctly defining the role leads to stronger results and better team alignment.
Elevate - Customer Care Job Duties
May 21, 2026
Audience
Agents and Team Members
Learn
When everyone understands their role, the entire office operates better. This session clarifies the key responsibilities of customer care team members, how their work supports retention and client satisfaction, and how to structure daily priorities for maximum impact.
Elevate - Systems for an Efficient Office
April 30, 2026
Audience
Agents and Team Members
Learn
In this session, we’ll break down the key processes that keep work organized, communication clear, and teams operating at a high level. From task management and documentation to daily routines and accountability, you’ll learn how the right systems reduce stress, increase productivity, and create a smoother experience for both your team and your customers.
Short Takes - Setting the Life Insurance Review Appointment
October 6, 2025
Short Takes - In-Book Marketing: Renters, No Life, and Age 45+
February 24, 2025
Elevate - Utilizing the Quote and Onboarding Checklist
October 22, 2026
Audience
Agents and Team Members
Learn
We will go through the use of our checklist step-by-step. Learning how to properly use the checklist will increase production, reduce post-sale service, and increase overall office efficiency.
Elevate - Finding the Money
October 12, 2026
Audience
Agents and Team Members
Learn
Learn how to consistently uncover assets from new and existing customers.
Elevate - Recruiting and Hiring
October 10, 2026
Learn
Identify, attract, and onboard top talent through consistent and efficient processes.
Elevate - Working Lead List
September 10, 2026
Audience
Agents and Team Members
Learn
Learn the processes top offices use to generate consistent, profitable business from leads.
Elevate - Customer Care To Life
September 7, 2026
Audience
Agents and Customer Care Team Members
Learn
Join coaches Hunter and Dan as they discuss the key steps to take service transactions to productive life insurance conversations.
Elevate - Utilizing ECRM to Write More Business
July 30, 2026
Audience
Agents and Team Members
Learn
Utilize ECRM to Organize leads and follow ups to convert more prospects to customers.
Elevate - Sales Team Job Duties
May 28, 2026
Audience
Agents and Team Members
Learn
Sales success starts with clarity and focus. This class outlines the core responsibilities of a high-performing sales team, including activity expectations, follow-up habits, pipeline management, and collaboration with service staff. Learn how correctly defining the role leads to stronger results and better team alignment.
Elevate - Customer Care Job Duties
May 21, 2026
Audience
Agents and Team Members
Learn
When everyone understands their role, the entire office operates better. This session clarifies the key responsibilities of customer care team members, how their work supports retention and client satisfaction, and how to structure daily priorities for maximum impact.
Elevate - Systems for an Efficient Office
April 30, 2026
Audience
Agents and Team Members
Learn
In this session, we’ll break down the key processes that keep work organized, communication clear, and teams operating at a high level. From task management and documentation to daily routines and accountability, you’ll learn how the right systems reduce stress, increase productivity, and create a smoother experience for both your team and your customers.
Quick Hit - Your Greatest Asset or Your Greatest Liability
October 21, 2026
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