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Increase Sales Effectiveness and Results

Increase the sales effectiveness — and results — of your producers with crucial knowledge, skills, language, and techniques to:

  • Compete for today’s connected but distracted buyers
  • Quickly establish trust and move consumers to take action
  • Increase new accounts, premiums, revenue, and policies sold
  • Up-sell and cross-sell to address broader financial needs
  • Increase customer engagement


Digital Learning Academy

Engaging, immersive and meaningful education platform for today’s learners (revise)

Producer Development Series (PDS)

Provides your producers 21st-century knowledge, skills, and tools needed for success at every step in a producer’s career.

Personality Styles Seminar Series (PSSS) for Producers

Helps your producers grow and increase persistency and profitability with styles.

Bancassurance for Producers

Provides a professional training and development in bancassurance sales and lead management.

Gen Y Seminar Series for Producers

Provides your producers hands-on experiences and techniques they need to initiate, deepen, and expand online relationships to grow business.

Trustworthy Selling™ 2.0

Help advisors engage today’s empowered consumers.


Designation Programs for Producers

Provides your financial advisors tracks for professional development and benchmarks by which financial advisors can be measured and recognized.