Become a Wealthy Agent, Starting TODAY

Join my mentorship community and start building a profitable, purpose-driven insurance business with clarity, confidence, and consistency. This is where real agents grow — together.

Get instant access to:

Build a Predictable Lead Machine

Turn random referrals into a steady flow of qualified prospects using organic marketing, social content, and simple outreach systems specifically designed for life insurance agents.

Master Product Knowledge & Case Design

Become a true financial professional, not just a policy picker. You’ll learn every major product in the life insurance and financial services suite term, whole life, universal life, indexed UL, guaranteed issue, long-term care, disability insurance, and annuities and exactly when and how to use them. Plus, get hands-on training with case design, illustrations, and real client scenarios so you can confidently structure policies that serve your clients and increase your premium per sale.

Close More Policies With a Proven Appointment Framework

Follow a step-by-step script and appointment flow that increases your close ratio, boosts premium per client, and makes every client meeting feel confident, intentional, and in control.

Systems, Automations & a Real Back-End Office

Set up CRMs, follow-up automation, lead pipelines, and simple workflows so your business runs smoothly — even when you’re not. No more missed follow-ups, disorganized notes, or inconsistent processes.

Track Your Numbers Like a True Wealthy Agent

Learn how to track premium, death benefit, issued policies, persistency, and weekly activity so you always know exactly what targets to hit daily, weekly, and monthly to reach your income goals.

Build & Scale Your Own Agency

Move from solo producer to agency builder with access to 60+ carrier contracts, leadership guidance, and the onboarding processes to grow a productive team the right way.

Accountability, Community & Real-Time Support

Tap into daily group chat, live Zoom coaching, and quarterly goal reviews. Get real-time help with cases, challenges, and questions so you never build alone again.

Grow Wealth Beyond Your Commission Checks

Inside our Wealthy Agent sessions, learn how to turn your commissions into long-term assets through tax strategies, passive income opportunities, proper business structure, and smart money moves outside the insurance business.