Advanced Market Sales,
Made Simple.
You wrote the policy and moved on. The retirement plan, the estate plan, the debt, the tax bill — all of it was sitting right there.
No new leads · No new market · The clients you already haveNo new leads · No new market · Huge opportunity
The industry you're in
Write it fast.
Cash it. Repeat.
Sales reps are trained to hunt the fast commission — one quick sale, then straight to the next lead. You start every month back at zero, burning through prospects for one small commission each.Sales reps are trained to hunt the fast commission. One quick sale, then straight to the next lead. You start every month back at zero.
Same effort. A fraction of the payoff.
The real opportunity
You're only scratching the surface.
The quick sale sits at the surface. Beneath it is a market so much larger that most agents never even know it's there — bigger cases, larger commissions, income that stacks a real book of business instead of resetting.Beneath the quick sale is a market so much larger most reps never know it's there — bigger cases, larger commissions, income that stacks a real book of business instead of resetting.
LTV per client
Bigger relationships, bigger networks – we show you how to build a real book of business that will last a lifetime and get you into BIGGER rooms.
Four deal types
Infinite Banking, Retirement, Estate Planning, and Tax Mitigation — Multiple ways to serve every client you talk to.
One relationship
Becomes several deals across several products — that's the power of the cross-sell engine.
Four ways into the same relationshipFour ways in
One client. Four conversations.
You don't need a new pitch. You need four conversations you aren't asking yet.
Layer 1
Retirement
“Are you 100% confident with your current retirement plan?”
Investment account rolled into a self funded pension plan built to pay income for life.
Layer 2
Estate Planning
“If something happened tomorrow, would your family go through probate?”
Legal documents structured to ensure a smooth distribution of assets upon the passing of your client.
Layer 3
Infinite Banking
“How much are you sending banks in interest every month?”
Cash-value insurance designed to self-finance debt, rather than give interest to the bank.
Layer 4
Tax Mitigation
“What did you write the IRS a check for last year?”
A plan that moves a business owner's tax dollars into their own retirement plan instead.
The ceiling
Income that stacks instead of resetting.
Two producers. Same hours. Completely different ceilings.
Assumes each client then has all four conversations, one a month, and each one closes. Every closed deal counts as one unit, whatever its size. Deal index, not dollars: quick-sale agent, month 12 = 100. Illustrative only.
The quick-sale agent
Resets to zero every month.
| Month | Policies | Conversations | This month | Year to date |
|---|---|---|---|---|
| 1 | 12 | 0 | 12 | 12 |
| 2 | 12 | 0 | 12 | 24 |
| 3 | 12 | 0 | 12 | 36 |
| 4 | 12 | 0 | 12 | 48 |
| 5 | 12 | 0 | 12 | 60 |
| 6 | 12 | 0 | 12 | 72 |
| 7 | 12 | 0 | 12 | 84 |
| 8 | 12 | 0 | 12 | 96 |
| 9 | 12 | 0 | 12 | 108 |
| 10 | 12 | 0 | 12 | 120 |
| 11 | 12 | 0 | 12 | 132 |
| 12 | 12 | 0 | 12 | 144 |
Deal index · month-12 closed deals 100
Year to date 144
Chasing new leads forever, because each client is one small check.
The advanced-market agent
Builds on last month, every month.
| Month | Policies | Conversations | This month | Year to date |
|---|---|---|---|---|
| 1 | 12 | 0 | 12 | 12 |
| 2 | 12 | 12 | 24 | 36 |
| 3 | 12 | 24 | 36 | 72 |
| 4 | 12 | 36 | 48 | 120 |
| 5 | 12 | 48 | 60 | 180 |
| 6 | 12 | 48 | 60 | 240 |
| 7 | 12 | 48 | 60 | 300 |
| 8 | 12 | 48 | 60 | 360 |
| 9 | 12 | 48 | 60 | 420 |
| 10 | 12 | 48 | 60 | 480 |
| 11 | 12 | 48 | 60 | 540 |
| 12 | 12 | 48 | 60 | 600 |
Deal index · month-12 closed deals 500
Year to date 600
Every closed case compounds the book. Same client, more value, again and again.
At 12 policies a month: quick-sale agent 12 units in month 12, 144 for the year; advanced-market agent 60 in month 12, 600 for the year.
Illustrative only. Results not guaranteed. Commissions are earned through individual effort and performance.
Built for closers
If you can already close, we give you the deals worth closing.
Insurance, door-to-door, high-ticket B2C — you know how to sell. We give you the product that pays like it, and the training to run it.
- Insurance producers
- Door-to-door sales repsDoor-to-door reps
- High-ticket B2C closers
- Commission-driven producers
The market is wide open
Claim your spot.
Book a call and we'll discuss the Advanced Market Sales opportunity.
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