The Risk Advisor Institute helps multi-line agents get to the next level. We help agencies make the transition from quoting insurance to advising clients on the most effective way to protect their assets, their income and their standard of living.
Our approach
More than a book or a presentation.
We know what it’s like to struggle with training and coaching your team. When your agency sells more life insurance, you stop worrying, you pay off debt, and your agency grows.
It takes more than reading a book or listening to a presentation to create lasting change for your team. So we don’t just teach you how to get to the next level. We stay with you through the process with continuing training, coaching, and the Risk Advisor Self-Study Program.
Agents who have embraced the training are reaching goals, deepening client relationships, and being viewed as trusted risk advisors.
01We’re agency owners who have been in the top 3% of producers.
02We’re award-winning team members who’ve sold over 100 life policies per year for 8 years in a row.
03We’re entrepreneurs who have built successful businesses.
Mission, vision and values
Mission
We will exist to help P&C agencies develop the teams that will drive profitable growth.
Vision
To become the most effective and sought-after sales training company for P&C agencies in the nation.
Values
We will honor and glorify God.
We will operate with integrity and humility.
We will do what's right; not what's popular.
We will communicate with open, honest transparency.
We are committed to helping agents and team members achieve their goals.
Meet the team
Coaches, not theorists.
[Names, headshots and bios to come once the client confirms who fronts the brand.]
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[Founder name]
Founder
[2–3 sentence bio: background as an agent or team member, coaching focus, and one personal detail.]
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[President name]
President
[2–3 sentence bio: background as an agent or team member, coaching focus, and one personal detail.]
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[Coach name]
Director of Training
[2–3 sentence bio: background as an agent or team member, coaching focus, and one personal detail.]
