VIP Client 


⚜️2x 90 min sessions monthly
⚜️24/7 Text /Email support
⚜️Weekly accountability check-ins

This is not a cookie cutter relationship. We will use my proven Virtual Agent Method ™ as the foundation as we carefully curate each component to fit your business goals, the type of agent you are comfortable being, and the lifestyle that you want to live. 


We pick one component at a time to focus on.

1 yr VIP Mentorship is strongly suggested for your entire business development but 3 month {one component from below} is the minimum. 

Together we build your entire life insurance business. 

I hold your hand, review and help you create your content, get clarity on your business model, & organize all 7 components of a successful virtual life insurance business. We all pay attention to those hidden hindrances that most insurance agents over look which are the sources for you being stuck. 


◾ Marketing - Online /Offline visibility via seo & isn't attraction techniques

◾ Sales - increased revenue & Create predictable revenue through a Daily Action Plan of proven income producing activities

◾ Follow Up - curate your own pool of warm leads and repeat clients

◾ Social Media - be where your clients are and monetize your time on social media

◾ Inventory - identify and organize your proprietary packages {best insurance products  + complimentary products for your ideal client} so you become the obvious choice in a sea of agents to solve their financial concerns

◾ Operations - personalize your business plan, business model, and delivery for increased impact and decreased demand on your time via systems / automations /processes / funnels

◾ Personal development - ongoing self appraisal of the shifts needed in your:

◾ Personal beliefs, habits, & negative self talk that hinder your growth through personal sabotaging behaviors;

◾ Employee to entrepreneur to CEO mindset

Course curriculum

  • 1

    Instructions for this course

    • Answers to course tech quetions

    • VIP Testimonials

    • How to complete your EDITABLE worksheets online

  • 2

    Welcome to the course!

    • Message From The Instructor

    • How the VIP Program Works

  • 3

    Agent Business Commitment

    • Agent Business Commitment Workbook (Details)

    • Agent Business Commitment FINAL

  • 4

    Get Started The Right Way!

    • VIP Clients Best Practices

    • VIP Client FAQ's

    • Client_Coach Agreement 2021 - BLANK

  • 5

    Agent Business Snapshot

    • Business Snapshot CHAPTER Details

    • Intake Questionnaire FILLABLE

    • Marketing Survey FILLABLE

  • 6


    • Business_Financial_Goals - FILLABLE

  • 7


    • Interruptions_Management_Part_1

    • Interruptions_Management_Part_2

  • 8

    Client Action Sheets

    • Client Action Sheets Directions

    • CLIENT_ACTION_SHEET - fillable

  • 9

    Links and Resources

    • Links and Resources

    • Meet Your Coach


  • What happens I after I pay?

    You will automatically be sent to the calendar to set up your 90-minute onboarding call. Be sure to complete your forms and return them so that we can create your schedule and objectives during this call.

  • What type of agent would be a good fit?

    This intimate mentorship is for life inaurance clients who are ready to do the work to accelerate their business builsing and revenue. This agent is done with excuse and will be coachable and ready to follow a proven strategy to succes while curating thier individualize business plan and path to profits.

  • What type of afent would NOT be a good fit?

    THe agent who is looking for a get rich quich process, is unable to be open minded to strategies thay they are not familiar with, is argumenataive with the mentor, is currently being coached by someone else who will probably be teaching you to do something different casuing you to be distracted and unsure on what steps to take.