Comprehensive Training

Gain in-depth knowledge and strategies to excel in selling Indexed Universal Life policies and Fixed Indexed Annuities.

Exclusive Insights

Access insider tips and industry secrets to boost your sales performance.

Practical Skills Development

Develop practical skills and techniques to effectively communicate the benefits of life insurance products to clients.

About the Matrix

This training platform is designed specifically for Breeze Advizors. As a business owner partner under our agency/IMO, you'll uncover the essential strategies and tactics to maximize your success in the competitive insurance industry. Learn how to overcome challenges, increase sales, and provide exceptional service to your clients. Take the first step towards becoming a top-performing advizor today! Enroll now to access the tools and knowledge you need to excel in your career.

Course Curriculum

11 Chapters · 75 Lessons

  1. 1

    Welcome!

    1. (Included in full purchase)

      What To Expect

    2. (Included in full purchase)

      New Breeze Advizor SOP (SAVE AND FOLLOW IT)

  2. 2

    Goal Setting, Income Producing Activities, and KPIs

    1. (Included in full purchase)

      Goal Setting & Targets

    2. (Included in full purchase)

      Focus On Income Producing Actvities

    3. (Included in full purchase)

      Daily & Weekly Key Performance Indicators

  3. 3

    Indexed Universal Life Masterclass

    1. (Included in full purchase)

      What Is An IUL?

    2. (Included in full purchase)

      Benefits of an IUL

    3. (Included in full purchase)

      IUL vs 401(k)

    4. (Included in full purchase)

      NLG - Step by Step Create A Min-Face/Max-Funded IUL

    5. (Included in full purchase)

      F&G - Step by Step Create A Min-Face/Max-Funded IUL

    6. (Included in full purchase)

      IUL Design & Structuring

    7. (Included in full purchase)

      IUL Section Quiz

  4. 4

    Key IUL Carriers & Products We Sell

    1. (Included in full purchase)

      Our Core IUL Carriers

    2. (Included in full purchase)

      NLG SummitLife IUL

    3. (Included in full purchase)

      NLG FlexLife IUL

    4. (Included in full purchase)

      F&G Pathsetter IUL

    5. (Included in full purchase)

      F&G Execudex IUL

    6. (Included in full purchase)

      F&G Everlast IUL

    7. (Included in full purchase)

      F&G Underwriting Guidelines

    8. (Included in full purchase)

      North American Builder Plus IUL

    9. (Included in full purchase)

      Instant Approval/Issue IUL Guide

  5. 5

    Fixed Indexed Annuities Masterclass

    1. (Included in full purchase)

      What is a Fixed Indexed Annuity?

    2. (Included in full purchase)

      How FIAs Grow (Index Crediting & Protection)

    3. (Included in full purchase)

      FIAs vs Market Investments

    4. (Included in full purchase)

      Income vs Accumulation FIAs

    5. (Included in full purchase)

      Suitability

    6. (Included in full purchase)

      FIA Section Quiz

  6. 6

    How to Sell IULs & Annuities + Resources

    1. (Included in full purchase)

      Breeze IUL 1-Call Close Script

    2. (Included in full purchase)

      Appointment Booking Script for Two-Call Close

    3. (Included in full purchase)

      Appointment Solidification Wordtracks + Tips

    4. (Included in full purchase)

      (If no CRM) Outbound Text Cadence to Leadz

    5. (Included in full purchase)

      How to Pitch & Break Down the IUL for a Lead

    6. (Included in full purchase)

      Crucial Aspects of the Sales Call

    7. (Included in full purchase)

      Mastering Tonality + Script Reading

    8. (Included in full purchase)

      Building Rapport & Connecting

    9. (Included in full purchase)

      The Psychology of Selling the IUL

    10. (Included in full purchase)

      Why Illustrations Can Hurt You (If You Over-Rely on Them)

    11. (Included in full purchase)

      How to Pivot if Lead Cannot Qualify + Alternatives

    12. (Included in full purchase)

      NLG Flex Annuity Pivot Info (Last Resort)

    13. (Included in full purchase)

      Annuity Sales Script Pt. 1 (Discovery)

    14. (Included in full purchase)

      Annuity Sales Script Pt. 2 (Close)

    15. (Included in full purchase)

      Step by Step 401(k) Rollover Process

    16. (Included in full purchase)

      Annuity Opportunity Questions

    17. (Included in full purchase)

      Financial Needs Analysis

    18. (Included in full purchase)

      Step by Step Athene Annuity Application

    19. (Included in full purchase)

      State Suitability Training

  7. 7

    Leveraging Technology

    1. (Included in full purchase)

      Scale with the Breeze CRM

    2. (Included in full purchase)

      Breeze CRM A2P Registration Approval Process

    3. (Included in full purchase)

      Using AI for Content Creation on Social Media

  8. 8

    Client Retention & Business Sustainability

    1. (Included in full purchase)

      Lifetime Value of a Client

    2. (Included in full purchase)

      Automating Client Touchpoints & Service

    3. (Included in full purchase)

      Beneficiary Selling Script

    4. (Included in full purchase)

      Beneficiary Selling: The Secret to Hidden ROI

    5. (Included in full purchase)

      Referral Script

    6. (Included in full purchase)

      Turning Clients Into Brand Ambassadors Without Begging for Referrals

    7. (Included in full purchase)

      Annual Reviews

    8. (Included in full purchase)

      Section Quiz

  9. 9

    Recruiting and Scaling Your Team

    1. (Included in full purchase)

      The Power of Overrides & Leverage

    2. (Included in full purchase)

      Identifying Ideal Recruits

    3. (Included in full purchase)

      How to Conduct a Powerful Recruiting Call

    4. (Included in full purchase)

      Holding Agents Accountable

    5. (Included in full purchase)

      Recruiting Strategies

    6. (Included in full purchase)

      How to Create a Culture That Attracts & Retains

    7. (Included in full purchase)

      Growing Wide and Deep

  10. 10

    Leadership Secrets & Mindset

    1. (Included in full purchase)

      Lead Yourself First

    2. (Included in full purchase)

      How To Develop Leaders On Your Team

    3. (Included in full purchase)

      Handling Pressure, Problems, and People

    4. (Included in full purchase)

      Kill The Ego, Keep The Edge

    5. (Included in full purchase)

      Proof vs Pep Talks

    6. (Included in full purchase)

      Your Environment is Everything

  11. 11

    Your Journey Begins

    1. (Included in full purchase)

      Invest In Yourself & Your Business

    2. (Included in full purchase)

      Be Resilient

    3. (Included in full purchase)

      Competence = Confidence

    4. (Included in full purchase)

      Pick 2-3 Prospecting Strategies, and GO!

    5. (Included in full purchase)

      Follow the Leader

Ready to Elevate Your Sales Skills?

Enroll now to unlock the secrets to success in selling Indexed Universal Life policies and Fixed Indexed Annuities. Take the first step towards achieving your business goals today!

Enroll Now