Pivot from product selling to
Wealth Advisory

When I first started my business as a fresh graduate, I was taught success in the insurance business is just 3 words: Activity, Activity & Activity.

You just have to make 3 presentations everyday, 5 days a week and you will succeed.

I followed the formula exactly and in my very first month..... I ran out of prospects And Zero sales. I quickly realised this is a tough business, especially if you talk and pitch like AIA (Another Insurance Agent).

I started having second thoughts...probably I will be better off as an engineer and hide behind my computer. After all, I was that shy, introverted, awkward kid….

There MUST be a better way

I remembered back then, watching the Top Producers, MDRT, COT and TOT going up on stage getting the awards.

I was like the caterpillar, yearning to be like that butterfly like them one day....

There must be a better way.

And Success leaves clues

I started the relentless pursuit for knowledge, attending workshops, seminars, learning from different "Gurus", read tons of books on sales, financial planning and what nots....And took all the designations Chfp, RFP.

And I realised most of what I learnt sounds good on theory. Most of the stuff don't work....at least not for me.

But the few strategies that worked help propel my business to MDRT, COT and eventually TOT.

Build an MDRT Agency and finally got my breakthrough

BUT the truth is I almost gave up in my first year. And I wished I have not wasted so many years of trial and error to finally NAIL IT..

What I discovered is IF your best clients are buying big premium policies elsewhere
(From Banks, other advisors. .)

Chances are you are product selling and not Wealth Advising

When you have positioned Insurance as part of their wealth optimization strategy and YOU as their wealth advisor, it's a no brainer....the next insurance sale should go to You. And not your competitor.

This FREE advance training is limited so act now!

This is not something that you buy... and then “hopefully you’ll get around to watching it later.”

this is a live event...

That means you need to block out the time… Take off work…

And come prepared to learn and implement!

Would you invest 3 days to learn the secrets of what top producers and closers are currently doing inside their businesses to adapt and change the worst of time to the best of times?

If you could grab and implement just a handful of principles and use it to sell more of bigger and more cases... would it be worth it?

Can you even imagine the mistakes I’ve already made, struggled with, learned the ‘hard way’, so that you can avoid them?