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 workshop, you will learn how to implement them all with minimal out of pocket cost so that you can differentiate and position yourself as a top-notch agent and obvious choice, become searchable on google for increased inbound calls/emails, and be held in higher esteem by your community.

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

DAY 1 

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. 


Website - a simple professional website that you can create in one day for FREE.

Landing Page - Market your upcoming events, collaborations, & more with a simple landing page and add this link to your bio, post, comments, and more

Professional Email Address - Your business should have its own name no matter who you are contracted with and you should have a business email to match. Now you can have up to 30 for only $5 monthly. 

LinkTree - Some social media only allow you a single link for marketing purposes. You have to make the best of that real-estate and a linktree or your own personal linktree will allow you to get the most out of this space.

  • 1

    Welcome to the course!

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

    • Business Blocks 1 - Business Plan

    • Agent Business Building Blocks Workbook FILLABLE


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!


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  • Include questions a potential student may have before purchase.

    Address common questions ahead of time to save yourself an email.

  • Include questions a potential student may have before purchase.

    Address common questions ahead of time to save yourself an email.