Your Success Path to Mastering IUL, Scaling Results, and Leading with Trust
Whether you’re launching your career or leading a team of advisors, our step-by-step system helps financial professionals master IUL, build trust at scale, and grow a business that lasts.
Choose Your Stage. Follow the Model. Scale Your Results.
The Premium Practice Model™ gives you four clear paths—whether you’re just getting started, want to write $250K+/year in premium, or are ready to build an IUL-driven firm with people, process, and predictability.
Step 1 Ignite
For new or aspiring financial professionals
Outcome
Launch your insurance career the right way—fast. Learn the fundamentals, build early confidence, and close your first cases with support.
You’ll Get
- Live foundational IUL trainings
- On-demand curriculum for beginners
- Guided licensing + onboarding roadmap
- Basic sales scripts and client tools
- Entry into our advisor community
Best For
- New advisors entering the field
- Group recruiters needing a training ramp
- Career changers ready to start strong
- No IMO contract switches required
- Built for real-world traction
- Group onboarding available
Step 2 PRO
For advisors ready to scale to $250K/year+ in written premium
Outcome
Lay the foundation of your Premium Practice Model™ and install the systems, strategy, and structure for scalable IUL production.
You’ll Get
- Weekly live coaching & case design training
- Full IUL Sales + Marketing Playbook
- CRM setup + client automation tools
- Funnels, Workflows, and ad templates
- Real-time support from expert mentors
Best For
- Independent advisors writing IUL
- IMO reps wanting more leverage
- Recruiters needing scalable systems for their team
- No cold prospecting
- System replaces script dependency
- Designed for trust-building sales conversations
Step 3 PRO Certification
For top performers who want authority, access, and acceleration
Outcome
Get certified, become the go-to expert, and gain access to internal deal flow, backend support, and partner perks.
You’ll Get
- IUL Insiders IUL Professional Certification™
- Listing on our Certified Insider directory
- Access to deal flow (partnered case design & sales) (No Guaranteed Leads, Only Opportunity)
- Credibility badges for your site + funnels
- Private partner portal + done for you leads and marketing
Best For
- Top advisors wanting to stand out
- Group leaders who want elite reps
- Coaches/trainers building IUL brands
- Unlock more opportunities
- Monetize your skills and visibility
- Boost team credibility at scale
Step 4 Masters
For business owners ready to scale a team, build systems, and step back
Outcome
Transform from advisor to business owner. Gain fractional executive support, done for you marketing services, and a strategic plan for growth.
You’ll Get
- Weekly strategic scale coaching
- Access to your fractional Mentor, Sales Director, CMO, & CTO
- Game plan development + accountability
- Team building & SOP support
- Done-for-you services (funnels, SEO, email, ads)
Best For
- Advisors with momentum but no infrastructure
- Recruiters scaling distributed teams
- Group leaders ready to build a real firm
- Step out of production
- Build a back-end that runs without you
- Monetize delivery, not just commission
Supporting Recruiters, Agencies, and Group Leaders
Run a Team? Lead a Group?
Bring your group.
We’ll train, systematize, and scale them with you.
We partner with agency leaders, uplines, and recruiters who want to:
- Onboard and activate new advisors faster
- Increase retention through better results
- Offer real value beyond contract comp
- Create systems instead of constant supervision
Find Fit
Not Sure Where You Fit?
Book a 1:1 strategy call and we’ll guide you to the exact program that fits your experience level, goals, and structure.