• 2 Strategy Group Calls / Month (Usually Weeks 1&3)
• 1 Private Progress Call / Month (Usually Week 2)
• Annual 2-Day Workshop in FL (Apr/May)
• Agency Profit Review & Fix Done for You ($1,500)
• Monthly Marketing, Producer, & Agency Profit Report Done for You ($1,200 Value)
• Monthly Productivity Optimization Call ($3,000)
• Family Insurance Coach Weekly Multiline Sales Training for Team Members ($3,000)
• 1 Year of SMART SAO Bonus System ($2,000 Retail)
• Team Bonus & Compensation Plan Design ($1,000)
• Implementation Software, Templates, & Tools
• MoneyTime Income Optimization Software ($100)
• Learn from Other Successful Agency Owners
• Max of 12 People per Coaching Group
If you are a Multiline Insurance Agency Owner…
With at least $300,000 of Gross Agency
Revenue…
Working at least 32 Hours per Week…
And if you…
• Invest $15,000
• Fully Attend at least 18 of 24 Groups
Coaching Calls
• Do the Implementation Work and Share It
with Me
Over those 12 months, you will…
1) MAKE at Least $25,000 More Net Income
2) WORK 20% LESS HOURS EACH WEEK (At Least 240 Less Hours per Year)
3) DELEGATE 80% of the Low Dollar Work You Should Not Be Doing
4) INCREASE YOUR SALES by 20% or More
Or I will…
• REFUND All Your Money ($15,000) +
• PAY YOU $3,000 for Your Time ($125 per Group Call)
• $15,000 TOTAL (120%)
What People Are Saying:
Steve Diorio, Multiple Insurance Agency Owner - Wayne, PA
Brian Anastasio, Insurance Agency Owner - Albuquerque, NM
Marilyn Lewis, Insurance Agency Owner- Carson City, NV
Mark Cramer, Insurance Agency Owner - Malvern, AR
Jenny Weidner, Insurance Agency Owner - Allen, TX
Larry Hall - Insurance Agency Owner - Richmond, WA
Dennia Beard, Multiple Insurance Agency Owner - Benton, AR
Jason Jackson, Insurance Agency Owner - Clinton, OK
Brian Hayden, Insurance Agency Owner - Oxford, MS