Business Growth Coaching

Business Growth Coaching offers personalized strategies and action plans to help agents scale their practice. It provides insights on marketing, sales, and operations to maximize profitability.

Complete Product Portfolio

Our Complete Product Portfolio offers a wide range of insurance and financial products from top carriers. It helps agents provide customized solutions to meet the diverse needs of their clients.

Full Back Office

We provide administrative, licensing, and commission support for insurance agents. It helps agents focus on selling by handling operational tasks efficiently.

Underwriting Support 

Underwriting Support provides expert guidance on case design, application submission, and carrier communication. It helps agents get approvals faster and place more business with confidence.

Virtual Sales Tools

Virtual Sales Tools include video conferencing, e-applications, and digital presentations for remote selling. They help agents connect with clients and close sales efficiently from anywhere.

Weekly Trainings

Weekly Trainings are live and recorded sessions covering sales techniques, product updates, and business strategies. They keep agents up to date with industry trends and help sharpen their skills for continued success.

Carrier Trainings

Carrier Trainings provide in-depth product and underwriting education directly from top insurance carriers. They help agents understand product details, guidelines, and sales strategies to better serve their clients.

Mentorship program

The Mentorship program connects agents with experienced professionals for guidance, coaching, and support. It accelerates success by providing insights, strategies, and personalized advice from industry leaders.

Lead Programs

Lead Programs offer exclusive, high-quality leads generated through various marketing strategies. They help agents focus on closing sales instead of spending time searching for new prospects.

TGC Event System

The TGC Event System is a proven seminar and event marketing system designed for insurance professionals. It helps agents attract high-quality prospects, fill their events, and convert attendees into clients.

Local Events

Local Events are networking and educational gatherings designed for insurance professionals in their area. They provide opportunities for agents to build connections, learn from industry experts, and grow their business locally.

Referral Partner Program

The Referral Partner Program connects agents with strategic partners to generate mutual referrals. It helps agents expand their client base by leveraging trusted relationships in their network.

LIFT Marketing System

The LIFT Marketing System is a comprehensive marketing solution that includes websites, automation, and branding tools. It helps agents generate consistent leads, improve conversions, and grow their business efficiently.

Marketing Community

The LIFT Marketing Community is an exclusive network of insurance professionals sharing marketing strategies, resources, and success stories. It helps agents stay ahead with fresh ideas, support, and collaboration.

Agent Websites

Agent Websites are professionally designed, customizable sites tailored for insurance agents. They enhance credibility, attract leads, and provide an online presence that builds trust with potential clients.

Branding Software

Brand Development Software provides tools to create logos, brand guidelines, and marketing assets for insurance professionals. It helps agents establish a strong, professional brand identity that attracts clients.

AI Copywriting

AI Copywriting uses artificial intelligence to generate high-quality marketing content, emails, and ad copy. It helps agents save time, maintain consistent messaging, and enhance their marketing efforts.

Social Media

Social Media Software automates posting, engagement, and analytics across multiple platforms. It helps agents maintain a consistent online presence, increase visibility, and generate leads effortlessly.

Leedbase CRM

Leedbase CRM is a lead and client management system built specifically for insurance agents. It helps agents track leads, automate follow-ups, and close more sales with ease.

Annuity Rate Watch

Annuity Rate Watch is a real-time platform that provides the latest annuity rates, product details, and carrier updates. It helps insurance agents stay informed and offer the best annuity solutions to their clients.

EBIX Smart Office

EBIX Smart Office is a client relationship management (CRM) and practice management system designed for financial professionals. It streamlines client data, workflow automation, and reporting, allowing agents to focus on growing their business.

LIMRA Training

LIMRA Training provides industry-leading education on sales, compliance, and market trends for insurance professionals. It helps agents enhance their knowledge, stay compliant, and improve their sales effectiveness.

Foreign National Playbook

The Foreign National Playbook is a specialized guide for selling insurance products to foreign nationals. It helps agents navigate unique underwriting requirements and expand their market reach.

Impaired Risk Services

Impaired Risk services provide case design and carrier recommendations for clients with health or lifestyle concerns. It helps agents secure coverage for hard-to-place clients and increase policy approvals.

iGO Life Quoting

iGO Life Quoting is an intuitive, electronic application platform for life insurance quotes and submissions. It helps agents streamline the application process, reduce errors, and get policies issued faster.

WinFlex

WinFlex is an advanced illustration software for comparing life insurance and annuity products from multiple carriers. It helps agents present clear, data-driven solutions tailored to client needs.

Online Contracting

Online Contracting is a digital platform that simplifies agent appointments and carrier contracting. It helps agents complete licensing requirements quickly and get onboarded with new carriers efficiently.

Recruiting Assistance

Recruiting Assistance offers tools, strategies, and resources to help agents build their team. It helps agencies grow by attracting, onboarding, and training high-quality producers.

Marketing Reimbursement

Marketing Reimbursement provides financial support for agents investing in advertising and lead generation. It helps agents scale their business by offsetting marketing costs and increasing outreach.

Term/IUL Quote Engine

Term/IUL Quote Engine is a digital tool for comparing term life and indexed universal life (IUL) products across carriers. It helps agents find the best coverage options quickly and accurately for their clients.

LTC/Medicare Illustrations 

LTC/Medicare Illustrations generate detailed comparisons of long-term care and Medicare supplement plans. They help agents educate clients on their healthcare options and make informed decisions.

Athlete Market

Work in the Athlete Market provides specialized strategies and products tailored for professional and collegiate athletes. It helps agents serve high-net-worth clients with unique financial and insurance needs.

Large Case Design

Large Case Design offers advanced planning and underwriting support for high-value insurance policies. It helps agents structure complex cases, maximize benefits, and secure coverage for affluent clients.

NIL Planning

NIL Planning provides financial and insurance solutions for collegiate athletes benefiting from name, image, and likeness deals. It helps agents protect athletes’ earnings, manage risks, and build long-term financial security.

Dedicated Support

A Dedicated Support Person provides one-on-one assistance with licensing, contracting, case management, and marketing. It helps agents focus on sales while ensuring their back-office operations run smoothly.

SO MUCH MORE...

Beyond these tools and resources, agents gain access to exclusive strategies, cutting-edge technology, and ongoing support. It helps agents stay ahead of the competition, scale their business, and achieve long-term success.