As a life insurance agent, we sometimes forget that we are business owners first.  As a trusted financial professional and serious business owner, there are certain building blocks that you should have in place. 

In this course, you will learn how to implement differentiate and position yourself as a top-notch agent and obvious choice to your ideal client and be held in higher esteem by your community.

Together, these concepts have the ability to triple your current revenue.

Agent Business Plan 
Knowing as much about the clients who connect with you the easiest, why they choose you over all the other agents, and your most requested products will provide you with the income increase and chargeback reduction we all want. 


This course was created because I know how much of a hassle and very daunting task it is as a life insurance agent trying to get leads online. Transitioning my business online in 2017 was the most difficult part of being a life insurance agent without questions. 

* We seem to have a difficult time getting clients interested in what we are saying even though they may know that they need it. 

* We have a difficult time getting serious clients from online even though we are we know that they serious credible and financially stable clients are online as well

* We have a difficult time getting in front of the right people who are serious about their financial situation, who are financially prepared to invest in their future, and who are ready to do so in the near future with you.

I understand I have been there. I remember feeling frustrated and overwhelmed when it came to social media and the internet and not being able to convert my likes and comments into clients. 

I saw people selling all kinds of things and thought this would be a perfect way to help more people on a larger scale. 

My ego was hurt and my pockets were hurt because I kept trying and the more I tried the more I failed which made me try even more!

I was determined and it took the focus off of my offline business so my sales pipeline dried up!

  • I found the secret and in this course, I am sharing it with you so you dot have to waste thousands of dollars and hundreds of hours and the mental exhaustion I went through. 

  • I came across many and invested in many business coaches/strategies/consultants found but no life insurance agent who had successfully transitioned their business online who looked like me.

I also found many successful marketers knew how to run a solid business via online tools and resources. I tried to fit all of their pieces together into what I do as a life insurance agent but still had major gaps in my leads and sales funnels.

I have since filled in those gaps. Now, let me help you.

    1. Questions about the tech and how to work this course.

    2. Letter From The Instructor

    1. Business Blocks 1 - Business Plan

    2. Agent Business Building Blocks Workbook FILLABLE


    1. Suggested Next steps

About this course

  • Free
  • 6 lessons
  • 0 hours of video content

What the students have to say...

Carmen Bernard

The Agent Business Plan/Ideal Client course with Stacie is great. I learned to really dig deep to identify my ideal client. Knowing this gives me the opportunity to know where I can find them. You should take this course if you’re looking for a roadmap to help direct your business in the way you want it to go.

Elea Phillips Sherrod

In the Agent Business Plan/Ideal Client course that I really need to understand and know my ideal client. As well, as how to serve them. I will use this in my marketing to not waste time and serve the people that need me most. If you do not have a clear direction you can spin your wheels and become frustrated. You should not miss this class because some of us work hard but we should work smarter. Thanks Stacie!

LaFonia Kimble-Seals

In the Agent Business Plan/ Ideal Client course I learned the importance of creating your business plan. I was able to explore the importance of why I started my business and how I want it to grow. I also learned about additional services that I can offer in my business. If you are considering taking this course you will not be disappointed! Stacie helps to pull out your strengths and creativity.

Ebonie Koryn

In the Agent Business Plan/Ideal Client course, I learned how to create a business plan that will target and identify my audience. This course makes you take an in-depth look at your business in its current state and how you want it to look in the future. This course is for you if you are a new or experienced agent who is looking to change your mindset and create a business brand for yourself.

Lenita Watson

My #1 takeaway is to stop playing and just writing things down but to put them into action when I think of it.

Tasharea Reid

My biggest takeaway is to get back on things and to focus on my business. Stop procrastinating, only taking notes. I need to start taking charge of my business and remembering why I am in this field.

Lesley Young Gillins

My #1 takeaway is to pay attention to the people I attract and to use my "why" more.

Kantrell Smith

My takeaway is that I need to focus on my business plan more. And not follow what everyone else is doing because it may be easier. I want this to be what God has planned!


  • Will this course help me with the foundational building blocks for my business?

    This course will help you with the foundational building blocks for your sale and leads online and offline. If you are looking for foundational building blocks such as your website, domain name,etc .. then you can purchase the Life Insurance Agent Business Building Blocks as well. We have it inside of the FMCIS University.

  • Will this course help me better understand my ideal client ?

    Yes, you will have a clear path to profit once you understand the problem you solve for your client and how. This is essential for attracting and converting clients. This course is perfect for that and more.

  • Will this course teach me how to sell?

    When you can answer the questions of your ideal client and provide specific solutions