
2 Strategy Group Calls / Month (Usually Weeks 1&3)
1 Group Q&A / Overcome Obstacles / Month (Usually Week 2)
4 Private 45-Minute Coaching Calls / Month ($24,000 Value)
1 Monthly CAO (Chief Automation Officer) Group Call to Develop the Person Who Oversees Day to Day Operations ($5,000 Value)
Annual 2-Day Workshop (November in Florida)
Job Posting Design & Setup Assistance ($2,500 Value)
Recruiting Applicant Feedback & Screening Help ($2,500 Value)
Agency Profit Review & Fix Done for You Annually ($1,500)
Quarterly Marketing, Producer, & Agency Profit Report Done for You ($1,200 Value)
Monthly Productivity Optimization Call ($3,000 Value)
MoneyTime Income Optimization Software ($500 Value)
1 Year of SMART SAO Bonus System ($2,000 Value)
Team Bonus & Compensation Plan Design ($1,000 Value)
Family Insurance Coach Multiline Sales Training for Multiline Review Experts (3x per Month) ($3,000 Value)
Retention / Service Expert Coaching Call (1x per Month) ($1,000)
P&C Rainmaker Sales Coaching Call (1x per Month) ($1,000)
Optional Private Sales Coaching Check-Ins for Team ($3,000)
CAO (Chief Automation Officer) Private Coaching to Focus on Your Unique Agency Situation ($20,000 Value)
1 Owner + Spouse/Partner Alignment Call / Month ($12,000)
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 $30,000
• Fully Attend at least 18 of 24 Group Coaching Calls
• Do the Implementation Work and Share It ​with Me
Over those 12 months, you will…
1) MAKE at Least $30,000 More Net Income
2) WORK 20% LESS HOURS EACH WEEK (At Least 240 Less / 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 ($30,000) +
• PAY YOU $6,000 for Your Time
• $36,000 TOTAL (120%)
What Our Clients Are Saying:

Jason Jackson, Insurance Agency Owner - Clinton, OK
"Two words... "Life Changing"
Wade is part of The Jackson Insurance Group Legacy.
Before Wade, I was working endlessly with no vision or clarity of how, when, and where I was going. His program has given me pinpoint laser focus.
The program has taken me from working 70+ hours a week to working 35 hours a week + delegating low-dollar tasks & focusing on more impactful & high-dollar tasks.
This is just the beginning and there is so much more to his program and I'm looking to implementing and mastering his program.
Follow Wade's advice & plan to create a more profitable agency, an endless stream of residual income, passive income once you have your team in place, & a love for life!"

Thomas Waters, Insurance Agency Owner - Homewood, AL
I had 88 days out of the office last year and I had the very best year we’ve ever had in 33 years!
Thank you for the clarity you brought to me last year and over the years!! Know that you are appreciated!!

Dennia Beard, Multiple Insurance Agency Owner - Benton, AR
"Before his coaching began, I was working a minimum of 55 hours each week to hard-earned average results.
While initially terrified to cut back my work hours and spend more time personally, I quickly realized working smarter and structuring my week for efficiency provided much peace, and surprisingly, no different production.
Once I found the courage to give up my early Saturday mornings and at least one afternoon a week, I found more peace and less worry happened pretty immediately."

Larry Hall - Insurance Agency Owner - Richmond, WA
"I was working 60 to 70 hours a week, now I'm down to 30. If you're even thinking about doing the coaching program, I highly recommend you just do it.
You'll get more quality of life than you've previously had."

Jenny Weidner, Insurance Agency Owner - Allen, TX
"Since starting the program, I am consistently working a three day work week & delegating enough to possibly cut this down more. I am making more money & I am having more fun!
I have taken up yoga and snow skiing with the time that I’ve freed up, with ZERO negative impact on my business or finances.
I’ve decided to let my business work for me, not the other way around."

Brian Hayden, Insurance Agency Owner - Oxford, MS
"Thank you for everything you've done. I love the coaching program so much.
We've retooled our compensation with the bonus program, and you’ve served as a mentor and coach to help me restructure & reorganize our entire operation.
It's helped every one of our staff members grow tremendously in their career paths, with their designations, and professionally – plus everybody's making more money.Â
They see the incentives benefit them each time they do a step in the process. You’re helping us better engage our staff, team members, and associates.
I can't thank you enough. I look forward to the future and many great years to come."

​Steve Diorio, Multiple Insurance Agency Owner - Wayne, PA
"The coaching has helped me understand my agency on a larger basis - how to retain, how to grow, how to multi-line our business. I recommend Wade for his practical applications, his knowledge and caring ways for State Farm agents.

Brian Anastasio, Insurance Agency Owner - Albuquerque, NM
"Wade is fantastic. I have invested in all of Wade's programs and my return from them has been nothing short of PHENOMENAL! I am taking more time off to be with my family, increased my bottom line, and done so in a little over 6 months while decreasing my stress by a truckload."

Marilyn Lewis, Insurance Agency Owner- Carson City, NV
"After completing the program, I can say that my net income is up considerably over last year. Wade and I looked at each person as a profit center and adjusted team bonuses to reflect what the agency could afford to pay for various results.
The tools provided during the program helped me analyze my business and make improvements at a whole different level. This was definitely worth the time, money and effort."

Mark Cramer, Insurance Agency Owner - Malvern, AR
"The program has helped me create more profit and a better way of thinking about my business in terms of profit and quality of life.
When you consider the vacation time I have taken, I’m going to easily cut 240 total hours for the year in comparison to last year."