Get Unlimited Access to Over 2,000 Resource and Presentation Tools and Reports.

Click the Module title to watch an introductory video.

Priority Planning Concepts

A simple and effective pre-approach to quickly engage clients/prospects and make appointments…includes all tools and tracts.

Fact Finders

Over 25 different forms for gathering facts about your clients for a variety of personal, business and estate needs.

Financial Snapshots

Financial Snapshots are unique, simple, and modular total need analysis calculators for your client’s individual situations.

Financial Workbooks

These worksheets and workbooks can be used with clients to help keep their “financial house” in order.

Client Presentations

Complete emailable approach presentations for virtually all personal, business and estate needs.

Concept Pages

Hundreds of emailable approaches for personal, business and estate planning reduced to a single page.

Life Guides

These checklists are designed to provide clients and prospects with information and guidance on life events with financial implications.

Tax Information

Answers to tax questions about life and health insurance and annuities with links to the Tax Code.

FINRA Resources

The FINRA website is a resource for retail investors. It can provide your clients with good, credible, and unbiased third-party information.

Specimen Documents

Specimen documents are designed to help your client’s attorney prepare insurance-related documents.

Referred Lead Generator

The RLG is a prospecting engine that provides names of a client’s neighbors. Used to obtain referred leads.

Target Market Lead Generator

The TMLG is a prospecting engine targeting all the doctors, lawyers, etc. in a small city or zip code.

Financial Calculators

A wide array of calculators covering insurance, retirement, investing, personal finance, loan amortization, business, and other issues.

Mental Vitamins

Articles and quotes by “masters” such as Jim Rohn, Zig Ziglar, Brian Tracy, Tom Hopkins and many others.

Building Your Practice

This book identifies the 6 systems a producer needs to succeed and tells how to establish them.