Programs & products
One playbook. Every way to learn it.
Start with on-demand training, practice every week in group coaching, go one-on-one with a private coach, or bring a Boot Camp to your town. Every option teaches the same ‘Your World’® playbook.
Team Coaching
Ongoing group and private coaching, with accountability built in.
Live Training
Boot Camps and live events for you and your whole team.
Self Study
On-demand training your team can start today.
General Products
Books, word-track tools and in-office materials.
Showing 22 items
Self Study
Self-Study Program
On-demand training
The full video library and word tracks for you and your team, on demand from any phone or computer.
Pricing on requestView detailsTeam Coaching
Infantry Training School
Group Coaching
Year-round live coaching on Zoom: weekly team calls, agent-only calls and Skill Drills role play.
Pricing on requestView detailsTeam Coaching
Super Squad
Private Coaching
One-on-one coaching for you and your team twice a month, plus every Group Coaching call.
Pricing on requestView detailsLive Training
Risk Advisor Boot Camp
Live training
Intensive live training with Scrimmages and Chalk Talks. Bring it to your agency, or co-host it with agencies near you.
Pricing on requestView detailsGeneral Products
Agency Transformation Package
Training kit
The book, desk sign, pocket guide and 'Max' in one kit. Free when you enroll in Self-Study.
Pricing on requestView detailsGeneral Products
The Playbook
Coaching manual
217 pages of what to say to the customer, and more importantly, what NOT to say. Also available in Spanish.
Pricing on requestView detailsGeneral Products
Risk Advisor Pocket Guide
Word-track booklet
A 21-page booklet with every word track from the live presentations.
Pricing on requestView detailsGeneral Products
‘Your World’® Cheat Sheet
Laminated word tracks
Laminated 8.5 × 10 sheets with every word track for the ‘Your World’® Conversation.
Pricing on requestView detailsGeneral Products
‘Your World’® Tear-off Tablets
Conversation templates
Five tablets of 50 templates each, for a consistent process across the team.
Pricing on requestView detailsGeneral Products
Supercharge Your Multi-Line Agency
Hardcover book
The 170-page formula for moving from Quoter to Trusted Risk Advisor.
Pricing on requestView detailsGeneral Products
Catalog of Client Attraction Stories
Story library
150+ real-life stories that teach clients about everyday risk, across nine lines.
Pricing on requestView detailsGeneral Products
“The Two Biggest Financial Mistakes” Group Presentation
Presentation kit
Everything you need to run info sessions that turn into one-on-one ‘Your World’® appointments.
Pricing on requestView detailsGeneral Products
‘Your World’® Promotion Kit
In-office kit
Posters, desk signs and postcards that get clients asking about ‘Your World’®.
Pricing on requestView detailsGeneral Products
‘Your World’® Desktop Sign
Acrylic desk sign
An acrylic desk sign: the diagram on the front, a proven 3-sentence approach on the back.
Pricing on requestView detailsGeneral Products
‘Your World’® Poster
Wall poster
An 18 × 24 reception poster featuring the ‘Your World’® Discovery diagram.
Pricing on requestView detailsGeneral Products
‘Your World’® Postcards
Invitation postcards
Pre-printed postcards that invite clients in for a ‘Your World’® appointment.
Pricing on requestView detailsGeneral Products
“Fab Five” Postcards
Referral cards
Referral cards for asking for introductions right after a ‘Your World’® Conversation.
Pricing on requestView detailsGeneral Products
Art of the Rainmaker
Book
A simple, 5-step plan for bringing in new business without aggressive pitches.
Pricing on requestView detailsGeneral Products
10 To Win
Paperback book
Ten principles for succeeding in life and business.
Pricing on requestView detailsGeneral Products
'Max' the Muscle Man
Desk reminder
A desk stress-reliever that reminds your team of the hero they are for customers.
Pricing on requestView detailsGeneral Products
Risk Advisor Institute Mug
Desk mug
A desk reminder, and a client thank-you gift, that says your agency advises.
Pricing on requestView detailsGeneral Products
“Everyday Risk” Poster
Wall poster
A wall poster that opens the conversation about everyday risk.
Pricing on requestView details
Questions
Choosing the right fit
Which program is right for my agency?
Start with a free coaching call. It lets us get to know one another and learn your goals and challenges, so we can recommend the right training for your team.
Is this only about life insurance?
No. We coach teams to sell all lines, especially life insurance. The ‘Your World’® Conversation looks at everything a client owns and the risks to it, so every line comes up naturally.
Can you train our team in person?
Yes. The Risk Advisor Boot Camp can come to your town, and we can help you market it so several agencies can participate and share the cost.
Who are the coaches?
Former agents and team members with solid, high-performing sales and coaching experience. We don't offer abstract opinions. We teach what decades of experience have shown us truly works.
Why don't I see prices?
Pricing on request. Book a call or send an inquiry and we'll recommend the right option for your team's size and goals.
Are you ready to become a top producing agency?
A quick call lets us get to know one another and learn your goals and challenges, so we can recommend the right training for your team.