A Comprehensive Guide For Your MDRT Journey

insurance playbook prepare

PREPARE

PHASE

2 DAYS INTENSE GEAR UP PROGRAMME

PREPARE is an Intense 2 Days Gear Up Programme for Financial Consultants and Agency Leaders and is designed with the aim of equipping them with Core Topics that they need to Grow, Amplify, and Scale their Insurance Business.

Learning Objectives & Outcomes:

- Engage Financial Consultants & Agency Leaders with Topics to gear them towards optimum performance.

- Explore Past to Present to Future: Identify Key Patterns, Expectations and Vision for Financial Consultants & Agency Leaders.

- Introduce Financial Consultants & Agency Leaders to a Support System and EcoSystem for the growth of their Insurance Business.

insurance playbook play

PLAY

PHASE

90 Days Power Up Programme

PLAY Phase is a Series of continuing effort to gear Financial Consultants and Agency Leaders towards MDRT and other Company Specific Targets and Goals. It involves enhanced Topics & Programmes run by Mentors as well as Curated Branding, Events and Leads Generation Activities to guide them towards optimum performance.

Learning Objectives & Outcomes:

- Enhance Financial Consultants with Specialised Programme Topics.
- Enable Financial Consultants to have Practical Application from the Coaching Sessions and Skills learnt in the Power Up Programme
- Embark on Building an Ecosystem for Their Insurance Business
- Engage more Effecticvely with Clients and Prospects through Branding, Events and Leads Generation.
- Financial Consultants gain access Support System and EcoSystem for the Growth of their Insurance Business.
- Track Performance Management and Activity

insurance playbook play
Session 1: Building A Holistic Ecosystem for Your UnConquerable Insurance Business
Power Of 3 Play 1
Session 2: The UnConquerable Financial Consultant
Session 4: Embracing Paradigm Shifts – The New Age Financial Consultant
Session 5: Building A Vision For Your Insurance Business
Session 6: Charting Your Course To Being an MDRT Producer
Group Session
insurance playbook prepare

STAY

PHASE

FLEXIBLE Final Sprint MasterClass & Booster Events

STAY Phase is designed to ensure that Financial Consultants & Agency Leaders upscale themselves, their business and team to greater heights. This is achieved with more targeted Branding Initiatives, Curated Events and Quality Leads to push towards their Goals.