Online Library

With 25 years experience, we have over 1,500 titles in our Library. The Library includes titles covering:

* Sales and Marketing

* Team Development

* Overall Business Management.

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Our topics are perfect for

* TEAM MEETINGS

* NEW TEAM MEMBERS

* Supplement existing Training Programs for experienced Team Members.

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Classes are available 24/7/365.

** Email tim@timlindon.com for access information.

Miscellaneous Topics

Navigating Cross-State Employment When Hiring Remote Workers (Hosted by Club Capital)

XCEL Solutions - A Company HELPING Agents and Team Members PASS Insurance Licensing Courses

Overcoming Life Objections - Dave Ramsey Says

2023 Year-End and 2024 Planning

Session 1 - 2023 Year-End Planning

Session 2 - 2024 Industry Outlook and Business Modeling of the Future

Session 3 - Business Plan/ ROADMAP for 2024

Session 4 - Compensation and Bonus Plans; Team Member Development and Accountability

Session 5 - Game Plan 4 Life - How to Write 100+ Lives with over $65,000 of new Premium

Session 6 - Agency Financials and Tax Planning (with Club Capital)

The Principles of Marketing and Selling Life Insurance

TDP 24/A - Overcoming Life Objections - Dave Ramsey Says

TDP 24/A - SHIPn’ the 64’s – Hospital Income Target Market and Med Supp Prospecting!

TDP 24/A - Disability/Which Job Do You Prefer/ Life to Moms

TDP 24/A - Selling the Gift of Life Insurance

TDP 24/A - Selling Life Insurance to Youthful Drivers

TDP 24/A - Game Plan 4 Life - ALL ISSUED LIFE
TDP 24/A - Term Vs. Permanent and Converting Term to Permanent Life

TDP 24/A - Bundling Life with Auto Insurance

TDP 24/A - The Life and Disability Bundle (Use with Homeowners?)

TDP 24/A - Gameplan for Life: New Homeowners to Life

TDP 24/A - How to 10X Your Life Premium Results

TDP 24/A - Giv'em Options

TDP 24/A - Conducting Appointments with Existing Life Policyholders

TDP 24/A - Life Review Appointments - Preparation is Key

TDP 24/A - Setting Appointments with Existing Life Policyholders

TDP 24/A - Life Policy Delivery Appointments

TDP 24/A - Overcoming Life Objections - I Don't Want to Talk About My Child Dying

TDP 24/A - Overcoming Life Objections - I Have Life Insurance With Another Company / I Do Not Own Life Insurance / I Do Not Need Life Insurance

TDP 24/A - Overcoming Objections - I want to think about it / I want to ask my spouse

TDP 24/A - Overcoming Objections - I Cannot Afford Life Insurance

TDP 24/A - Overcoming Life Objections - I Have Life At Work

TDP 24/A - Principle #12 – PRACTICE your profession!

TDP 24/A - Principle #11 – You have the best damn job in the world!

TDP 24/A - Principle #10 – Disability, Life or Both?

TDP 24/A - Principle #9 – ROLL IT ON! Quote Full Coverage!

TDP 24/A - Principle #8 – Full Coverage Insurance-to-value Life Insurance

TDP 24/A - Principle #7 – Good to Great – move from Needs-Based to WANTS-Based Selling Life Insurance

TDP 24/A - Principle # 1 – Work Your Ask Off

Conducting Appointments that Sell

TDP 24/A - Closing the 90% Appointment with Referrals and Reviews

TDP 24/A - EC's and Warm Leads INto New Households

TDP 24/A - The NEXT Appointment - Never let one appointment end without setting the next

TDP 24/A - “Giv’em Options When Showing them Life and DI

TDP 24/A - Pivoting to Life and Disability Insurance during an Appointment

TDP 24/A - Educating the Policyholder How to File a Claim AND Access their Policy 24/7/365

TDP 24/A - Reviewing Coverages During an Appointment. How much is TOO much!

TDP 24/A - THREE Pivots BEFORE the Appointment Starts

TDP 24/A - Preparing for Your Appointments

Appointment Setting

TDP - 24/A - APPT 8 - Setting Appointments with WALK-IN and CALL-IN Traffic

TDP - 24/A - APPT 7 - The "Comebacker" Appointment

TDP- 24/A - APTT6 - Appointment Setting - Get'em to Show Up!

TDP 24/A - APTT 5 - Vision of the Perfect Appointment Setting Process

TDP 24/A - APPT 4 - Setting Appointments with your CURRENT Fire Policyholders

TDP 24/A - APPT 3 - Setting Appointments with your CURRENT Life Policyholders

TDP 24/A - APPT 2 - Setting Appointments with ALL New Business

TDP 24/A - APPT 1 - Setting Appointments - Why So Hard / Why So Important

Referrals

TDP 24/A - REF 9 - When it comes to asking for Referrals….HONESTY WINS!

TDP 24/A - REF 8 - Now that you’re asking for Referrals….Here’s How to Follow-up with your Army of Referral Partners

TDP 24/A - REF 7 - Enlisting an Army of People to Work for you - The CARE-GIVERS

TDP 24/A - REF 6 - Securing Five-Star Google Reviews

TDP 24/A - REF 5 - Enlisting an Army of People to Work for you - THE DIRECTORS - Drivers Education Instructors

TDP 24/A - REF 4 - Enlisting an Army of People to Work for you - THE DIRECTORS - Jewelry Shops

TDP 24/A - REF 3 - Enlisting an Army of People to Work for you - THE DIRECTORS - Real Estate Agents and Attorneys
TDP 24/A - REF 2 - Enlisting an Army of People to Work for you - The HELPERS
TDP 24/A - REF 1 - Three Keys to a Referral Program

Pivoting

TDP 24/A - PIV 10 - The Customer WANTS you to Pivot

TDP 24/A - PIV 9 - SHUT UP! Pivot to PLUP!

TDP 24/A - PIV 8 - Pivoting from Auto to Additional Lines of Insurance

TDP 24/A - PIV 7 - Client Profiling to the PERFECT Pivot

TDP 24/A - PIV 6 - Pivoting from HOMES to Life and Disability

TDP 24/A - PIV 5 - Pivoting as a RETENTION Tool

TDP 24/A - PIV 4 - Car Rental Companies Pivot FOUR Times - EVERY TIME!

TDP 24/A - PIV 3 - Working an Inventory of Pivot Leads

TDP 24/A - PIV 1 - Why We Don’t Pivot

Action Planning

TDP 24/A - AP 8 - Practice! (Act Life a Professional)

TDP 24/A - AP 7 - Action Planning Observations

TDP 24/A - AP 6 - A, B, C - Easy as 1, 2, 3

TDP 24/A - AP 5 - The Grocery Store

TDP 24/A - AP 4 - Action Planning

TDP 24/A - AP 3 - MONEY

TDP 24/A - AP 2 - TIME

TDP 24/A - AP 1 - FOCUS

Area of Focus - Self-Accountability and Ownership of Results 

TDP 24/A - ACCT 4 - Daily Matters and The Inspector Gets What The Inspector Inspects

TDP 24/A - ACCT 3 - So What’s The Plan

TDP 24/A - ACCT 2 - The Commitments

TDP 24/A - ACCT 1 - Accountability is a FOUR-LETTER Word

Controlling Lapse / Cancellation

TDP 24/A - LC 5 - Lapse Can - Multi-Line Stats DO NOT LIE!

TDP 24/A - LC 4 - Controlling Lapse/Cancellation - COMMUNICATION PLANS

TDP 24/A - LC 3 - SIGNificant Events - part 2 of 2

TDP 24/A - LC 2 - SIGNificant Events - part 1 of 2

TDP 24/A - LC 1 - Who is leaving us/Why do they leave us?

Fire

TDP 24/A - FIRE 3 - Did Ya? Urgent PLUP
TDP 24/A - FIRE 2 - Commercially Speaking

TDP 24/A - FIRE 1 - Firin’ Up the Opportunity!

Pending Systems

TDP 24/A - ULT 4 - Pending Systems - The Appointment

TDP 24/A - ULT 3 - Pending Systems - Referrals

TDP 24/A - ULT 2 - Pending Systems - Pended Quotes and Defected Households

TDP 24/A - ULT 1 - Pending Systems - Classes and Claims

Property and Casualty

TDP 24/A - AUTO 10 - Auto Lead Sources - Defected Households

TDP 24/A - AUTO 9 - Auto Lead Sources - Working your Existing Book for Leads

TDP 24/A - AUTO 8 - Navigating an Auto Rate Increase

TDP 24/A - AUTO 7 - Auto Lead Sources - Last is NEXT / Personal Production

TDP 24/A - AUTO 6 - Price is NOT the Enemy

TDP 24/A - AUTO 5 - Auto Lead Sources - Internet Leads and Cold Calling

TDP 24/A - AUTO 4 - Auto Insurance Quoting. You Cost MORE! No Sh*t! (Part TWO)

TDP 24/A - AUTO 3 - Auto Insurance Quoting. You Cost MORE! No Sh*t! (Part ONE)

TDP 24/A - AUTO 2 - Writing Auto During Times of Uncertainty

TDP 24/A - AUTO 1 - The Auto Insurance OPPORTUNITY

Life Insurance

TDP 24/A - LIFE 34 - Friends DO NOT Let Friends Live Without Life Insurance

TDP 24/A - LIFE 33 - Liability to Life

TDP 24/A - LIFE 32 - Life Q and A Day!

TDP 24/A - LIFE 31 - SHIPn’ the 64’s – Hospital Income Target Market and Med Supp Prospecting!

TDP 24/A - LIFE 30 - Disability/Which Job Do You Prefer/ Life to Moms

TDP 24/A - LIFE 29 - Selling the Gift of Life Insurance

TDP 24/A - LIFE 28 - Selling Life Insurance to Youthful Drivers

TDP 24/A - LIFE 27 - Term Vs. Permanent and Converting Term to Permanent Life

TDP 24/A - LIFE 26 - Bundling Life with Auto Insurance

TDP 24/A - LIFE 25 - Quoting Life and Disability with ALL Homeowners

TDP 24/A - LIFE 24 - How to 10X Your Life Premium (HLV)

TDP 24/A - LIFE 23 - Selling Life “Options”
TDP 24/A - LIFE 22 - Conducting the Life Review Appointment

TDP 24/A - LIFE 21 - Life Review Appointments – Preparation is KEY

TDP 24/A - LIFE 20 - Setting Appointments with Existing Life Policyholders

TDP 24/A - LIFE 19 - Life Policy Delivery Appointments

TDP 24/A - LIFE 18 - I don’t want to talk about my Child dying

TDP 24/A - LIFE 17 - I have Life Insurance with another Company / I do not own life insurance / Don’t Need Life Insurance

TDP 24/A - LIFE 16 - I want to think about It / I want to ask my spouse

TDP 24/A - LIFE 15 - I cannot afford Life Insurance – Part 2

TDP 24/A - LIFE 14 - I cannot afford Life Insurance – Part 1

TDP 24/A - LIFE 13 - I Have Life Insurance at Work

TDP 24/A - LIFE 12 - Principle #12 – PRACTICE your profession!

TDP 24/A - LIFE 11 - Principle #11 – Life Insurance – You have the best damn job in the world!

TDP 24/A - LIFE 10 - Principle #10 – Disability, Life or Both?

TDP 24/A - LIFE 9 - Principle #9 – ROLL IT ON! Quote Full Coverage!

TDP 24/A - LIFE 8 - Principle #8 – Full Coverage Insurance-to-value Life Insurance

TDP 24/A - LIFE 7 - Principle #7 – Good to Great – move from Needs-Based to WANTS-Based Selling Life Insurance

TDP - 24/A - LIFE 6 - Life Insurance is NOT for people who die….Life Insurance is for people who live! Sell to the Livers (The Beneficiaries)

TDP - 24/A - LIFE 5 - People with Life Insurance are MORE likely to buy Life Insurance than people without Life Insurance - sell to people who already own Life Insurance

TDP - 24/A - LIFE 4 - Managing an Inventory of Life Insurance Leads

TDP - 24/A - LIFE 3 - Sell the Benefits

TDP - 24/A - LIFE 2 - Keep It Simple Stupid

TDP - 24/A - LIFE 1 - Work Your Ask Off

Conducting Appointments that Sell

TDP - 24/A - CATS 9 (Conducting Appointments that sell) Closing the 90%-er Appointment with Referrals and Reviews

TDP 24/A - CATS 8 (Conducting Appointments that Sell) Securing WARM Leads from Every Appointment (Emergency Contacts)

TDP - 24/A - CATS 7 (Conducting Appointments that Sell) Setting the NEXT Appointment

TDP - 24/A - CATS 6 (Conducting Appointments that Sell) Giv’em Options when Quoting Life and Disability

TDP - 24/A - CATS 5 (Conducting Appointments that Sell) Pivoting to Life and Disability Insurance during an Appointment

TDP - 24/A - CATS 4 (Conducting Appointments That Sell) Educating the Policyholder How to File a Claim AND Access their Policy 24/7/365

TDP - 24/A - CATS 3 (Conducting Appointments That Sell) Discussing Coverages During an Appointment - How Much is TOO Much (time to spend)!

TDP - 24/A - CATS 2 (Conducting Appointments That Sell) THREE Pivots BEFORE the Appointment Starts

TDP - 24/A - CATS 1 (Conducting Appointments That Sell) Preparing for Your Appointments

Appointment Setting

TDP 24/A - APPT 8 - Appointment Setting with WALK-IN and CALL-IN Traffic

TDP 24/A - APPT 7 - The Comeback Appointment - How to keep Policyholders coming back year-after-year

TDP 24/A - APPT 6 - Getting them to SHOW UP for their Appointments

TDP 24/A - APPT 5 - Vision of the PERFECT APPOINTMENT SETTING Process

TDP 24/A - APPT 4- Setting Appointments with CURRENT Fire Policyholders

TDP 24/A - APPT 3 - Setting Appointments with CURRENT Life Policyholders

TDP 24/A - APPT 2 - Setting Appointments with ALL NEW Business

TDP 24/A - APPT 1 - Setting Appointments - Why So Hard / Why So Important

Referrals

TDP 24/A - REF 10 - Using Social Media to work THROUGH your Referral Partners

TDP 24/A - REF 9 - When it comes to Referrals and Reviews —— HONESTY wins!

TDP 24/A - REF 8 - Now That You Are Asking For Referrals - Here is How to Get’em!

TDP 24/A - REF 7 - Enlisting an ARMY of People to Work for you - The CARE-GIVERS

TDP 24/A - REF 6 - Securing Five-Star Google Reviews

TDP 24/A - REF 5 - Enlisting an ARMY of People to Work for you - The DIRECTORS - Drivers Education Instructors

TDP 24/A - REF 4 - Enlisting an ARMY of People to Work for you - The DIRECTORS - Jewelry Shops

TDP 24/A - REF 3 - Enlisting an ARMY of People to Work for you - The DIRECTORS - Real Estate Agents and Attorneys

TDP 24/A - REF 2 - Enlisting an Army of People to Work for you - The HELPERS

TDP 24/A - REF 1 - Three Keys to a Referral Program

Pivoting

TDP 24/A PIV 10 - The Customer WANTS You to Pivot!

TDP 24/A - PIV 9 - SHUT UP and Pivot to PLUP!

TDP 24/A - PIV 8 - Pivoting from Autos to Additional Lines of Insurance

TDP 24/A - PIV 7 - Client Profiling to the PERFECT Pivot

TDP 24/A - PIV 6 - Pivoting from Homes to Life and Disability

TDP 24/A - PIV 5 - Pivoting as a Retention Tool

TDP 24/A - PIV 4 - Car Rental Companies PIVOT Four Times - EVERY TIME!

TDP 24/A - PIV 3 - Managing an Inventory of Leads

TDP 24/A - PIV 2 - Pivoting on ALL Sales and Service Transactions in the Agency

TDP 24/A - PIV 1 - Why We Don’t Pivot

Action Planning to Achieve Results

TDP 24/A - AP 10 - Big Rocks

TDP 24/A - AP 9 - Action Planning Observations - Part 2

TDP 24/A - AP 8 - Practice! Act Like a Professional!

TDP 24/A - AP 7 - Action Planning Observations

TDP 24/A - AP 6 - A, B, C - Easy as 1, 2, 3

TDP 24/A - AP 5 - The Grocery Store

TDP 24/A - AP 4 - Action Planning

TDP 24/A - AP 3 - MONEY

TDP 24/A - AP 2 - TIME

TDP 24/A - AP 1 - FOCUS

Self Accountability and Ownership of Results

TDP 23/B - ACCT 5 - The Inspector Gets What The Inspector Inspects

TDP 23/B - ACCT 4 - DAILY Matters

TDP 23/B - ACCT 3 - So What’s The Plan

TDP 23/B - ACCT 2 - The Commitments

TDP 23/B - ACCT 1 - Accountability is a FOUR-LETTER Word

Controlling Lapse/Cancellation

TDP 23/B - LC 5 - Lapse Can - Multi-Line Stats DO NOT LIE

TDP 23/B - LC 4 - Controlling Lapse/Can - Communication Plans

TDP 23/B - LC 3 - SIGNificant Events - part 2 of 2

TDP 23/B - LC 2 - SIGNificant Events - part 1 of 2

TDP 23/B - LC 1 - Who is leaving us/Why do they leave us?

The Ultimate Pending System

TDP 23/B - ULT 5 - Pending Systems - The Appointment

TDP 23/B - ULT 4 - Pending Systems - Referrals

TDP23/B - ULT 3 - Pending Systems - Defected Households

TDP - 23/B - ULT 2 - Pending Systems - The Claim

TDP 23/B - ULT 3 - Pending Systems - Defected Households

TDP 23/B - ULT 2 - Pending Systems - The Claim

TDP 23/B - ULT 1 - Pending Systems - New Leads

Fire Insurance

TDP 23/B - FIRE 3 - Did Ya? Urgent PLUP

TDP 23/B - FIRE 2 - Commercially Speaking

TDP 23/B - FIRE 1 - Firin’ Up the Opportunity!

Auto Insurance

TDP 23/B - AUTO 10 - Auto Lead Sources - Defected Households

TDP 23/B - AUTO 9 -Auto Lead Sources - Working your Existing Book for Leads

TDP 23/B - AUTO 8 -Navigating an Auto Rate Increase

TDP 23/B - AUTO 7 -Auto Lead Sources - Last is NEXT / Personal Production

TDP 23/B - AUTO 6 - Price is NOT the Enemy

TDP 23/B - AUTO 5 - Auto Lead Sources - Internet Leads and Cold Calling

TDP 23/B - AUTO 4 - Auto Insurance Quoting. You Cost MORE! No Sh*t (Part TWO)

TDP 23/B - AUTO 3 - Auto Insurance Quoting. You Cost MORE! No Sh*t! (Part ONE)

TDP 23/B- AUTO 2 - Writing Auto During Times of Uncertainty

TDP 23/B - Auto 1 - The Auto Insurance OPPORTUNITY!

Life Insurance

TDP 23/B - LIFE 28 - Livin’ the PLUP Life - How to use Umbrella Policies to OPEN Life Opportunities

TDP - 23/B LIFE 27 - Term vs. Permanent Life

TDP - 23/B LIFE 26 - Selling the Gift of Life Insurance

TDP - 23/B LIFE 25 - Show the Policyholder how SIMPLY and AFFORDABLY they can UPGRADE their Auto with a Supplemental Health Policy

TDP - 23/B LIFE 24 - Simple TIPS to Close More Disability Income Sales

TDP - 23/B LIFE 23 - Selling Life AND Disability as a TANDEM sale - WHY and HOW

TDP - 23/B LIFE 22 - How to 10X your Life Premium Results

TDP - 23/B LIFE 21 - Selling Life Insurance with ALL new Auto Policies

TDP -23/B LIFE 20 - Selling Life Insurance to Youthful Drivers

TDP - 23/B LIFE 19 - How to QUOTE Life and DI with all new Homeowners

TDP - 23/B LIFE 18 - Using the Word INFLATION to write MORE Coverage

TDP - 23/B LIFE 17 - The Life Audit Worksheet as a Tool to Organize your Life Review Meetings AND Sell MORE during your Appointments

TDP - 23/B LIFE 16 - Overcoming Objections - I Have Life With Another Company / I Do Not Own Life Insurance

TDP - 23/B LIFE 15 - Overcoming Objections - I Want to Think About It / I Want to Ask My Spouse

TDP - 23/B LIFE 13 - Overcoming Objections - I Cannot Afford Life Insurance

TDP - 23/B LIFE 12 - Overcoming Objections -I Have Life Insurance at Work

TDP - 23/B LIFE 11 - The Ten (10) Principles of Marketing and Selling Life Insurance - Practice Your Profession!

TDP - 23/B LIFE 10 - The Principles of Marketing and Selling Life Insurance - # 10 - You have the BEST! DAMN! JOB! in the World!

TDP - 23/B - LIFE 9 - The Principles of Marketing and Selling Life Insurance - # 9 Roll It On! Quote Full Coverage with Riders/Endorsements

TDP - 23/B - LIFE 8 - The Principles of Marketing and Selling Life Insurance - #8 Life Insurance - Selling “FULL COVERAGE” so you can “INSURE TO VALUE”

TDP - 23/B - LIFE 7 - The Principles of Marketing and Selling Life Insurance - # 7 Life Insurance - Needs Based Selling? Or Wants? There is a HUGE Difference!

TDP - 23/B - LIFE 6 - The Principles of Marketing and Selling Life Insurance - # 6 Life Insurance is NOT for people who die. Life Insurance is for People who live. Sell to the Livers (the Beneficiaries)

TDP - 23/B - LIFE 5 - The Principles of Marketing and Selling Life Insurance - # 5 - People with Life Insurance are MORE Likely to Buy Life Insurance than People without Life Insurance….sell to the People who have Life Insurance!

TDP - 23/B - LIFE 4 - Life Insurance is HARD - Understanding the CUSTOMERS PERSPECTIVE (or attitude) about Life Insurance

TDP - 23/B - LIFE 3 - The Principles of Marketing and Selling Life Insurance - # 4 - Managing an Inventory of Life Leads

TDP 23/B - LIFE 2 - The Principles of Marketing and Selling Life Insurance - #2 and 3 - K.I.S.S./ Sell the Benefits

TDP - 23/B - LIFE 1 - The Principles of Marketing and Selling Life Insurance - # 1 - Work Your ASK Off!

Conducting Appointments that Sell

TDP - 23/B APT 9 (Conducting Appointments That Sell) Closing the 90% Appointment with Referrals and Reviews

TDP - 23/B APT 8 (Conducting Appointments That Sell) Collecting Emergency Contacts Which are WARM LEADS into a New Household

TDP - 23/B APT 7 (Conducting Appointments That Sell) The NEXT Appointment - Never let one appointment end without setting the next

TDP - 23/B APT 6 (Conducting Appointments That Sell) “Giv’em Options When Showing them Life and DI”

TDP - 23/B APT 5 (Conducting Appointments that Sell) Pivoting to Life and Disability Insurance during an Appointment

TDP - 23/B APT 4 (Conducting Appointments That Sell) Educating the Policyholder How to File a Claim AND Access their Policy 24/7/365

TDP - 23/B - APT 3 (Conducting Appointments That Sell) Discussing Coverages During an Appointment - How Much is TOO Much (time to spend)!

TDP - 23/B - APT 2 (Conducting Appointments That Sell) THREE Pivots BEFORE the Appointment Starts

TDP - 23/B - APT 1 (Conducting Appointments That Sell) Preparing for Your Appointments

Appointment Setting

TDP - 23/B - APSET 8 (Setting Appointments) Setting Appointments with Walk-in and Call-In Traffic

TDP - 23/B - APSET 7 (Setting Appointments) You Work Hard to Set Appointments - Here’s how to keep them coming back year-after-year!

TDP - 23/B - APSET 6 (Setting Appointments) Get’em to Show Up!

TDP - 23/B - APSET 5 (Setting Appointments) Our Vision of the PERFECT Appointment Setting Process

TDP - 23/B - APSET 4 (Setting Appointments) Setting Appointments with Existing Fire Policyholders

TDP 23/B - APSET 3 (Setting Appointments) Setting Appointments with Existing Life Policyholders

TDP 23/B - APSET 2 (Setting Appointments) Setting Appointments with ALL New Business

TDP 23/B - APSET 1 (Setting Appointments) Getting Started - Why is it so hard to set appointments / Why is it so important to set’em

Referrals

TDP 23/B - REF 10 (Referrals) Using Social Media to SPREAD the word and Earn Referrals

TDP 23/B - REF 9 (Referrals) Honesty Wins - Ya Gotta Be Honest when asking for Referrals

TDPO 23/B - REF 8 (Referrals) The Third Key to a Referral Program - How you Follow-up with those you Ask

TDP 23/B - REF 7 (Referrals) Enlist and Army of Care-Givers - People who CARE enough about you, they will GIVE your contact information to EVERYONE they know.

TDP 23/B - REF 6 - (Referrals) FIVE-STAR Google Reviews

TDP 23/B - REF 5 - (Referrals) Drivers Ed Instructors as a Referral Source

TDP 23/B - REF 4 - (Referrals) Jewelry Shops as a Referral Source

TDP 23/B - REF 3 - (Referrals) The Directors - Attorneys and Real Estate Agents WILL Refer Business To You

TDP 23/B - REF 2 - (Referrals) Enlisting an Army of People to Work for You - The HELPERS

TDP 23/B - REF 1 - (Referrals) Three Keys to a Referral Program

Pivoting

TDP 23/B - PIV 10 - (Pivoting) The Customer WANTS You to Pivot

TDP 23/B - PIV 9 - (Pivoting) Urgent - Pivoting to PLUP’S

TDP 23/B - PIV 8 - (Pivoting) Pivoting from Auto to Additional Lines

TDP 23/B - PIV 7 - (Pivoting) Client Profiling to the PERFECT Pivot

TDP 23/B - PIV 6 - (Pivoting) Pivoting from Home to Life and Disability

TDP 23/B - PIV 5 - (Pivoting) Retention Party at My House

TDP 23/B -PIV 4 - (Pivoting) Renting Cars and Adding Policies

TDP 23/B - PIV 3 - (Pivoting) Managing an Inventory of Pivot Leads

TDP 23/B - PIV 2 - (Pivoting) Pivoting on ALL Service Transactions in the Agency

TDP 23/B - PIV 1 - (Pivoting) Hey Batter Batter Batter! Sa-Wing Batter!

Action Planning to Achieve Results

TDP 23/B - AP 10 - (Action Planning to Achieve Results) Big Rocks

TDP 23/B - AP 9 - (Action Planning to Achieve Results) Observations - Part 2

TDP 23/B - AP 8 - (Action Planning to Achieve Results) Practice

TDP 23/B - AP 7 -(Action Planning to Achieve Results) Observations

Property and Casualty Insurance Topics

How to write a SHIT-TON of Auto

Rate Increases - How to navigate an Auto rate increase

Writing a BOAT-LOAD of Fire Products

Financial Services Topics

Fix, Replace, Keep - Pivoting to Life and Disability during Policyholder Review Appointments (Fix, Replace, Keep)

Game Plan 4 Life - Introduction - Join our Game Plan 4 Life and YOU can insure 2 lives per week at $193.80 of New Monthly Life Premium

GET FIT! How to Sell One Health Insurance Policy Per Week (Guest Speaker - Tyson Luthi)

Gift of Life Insurance - How to present the Gift of Life Insurance

The Life Audit Worksheet - this tool will help you WRITE MORE Life Insurance when meeting with Existing Life Policyholders

Life Insurance - How to Manage ALL Your Leads (Inventory)

Life Premium - How to 10X Your Life Premium Results

Life Premium - using the Human Life Value Calculator to quote and close Larger Life Policies

Life Review Appointments- How to Set’em; How to Conduct’em

My 9/11 Experience - The Lisa Beamer Story - You Have the BEST DAMN JOB in the world!

Overcoming Objections - I Cannot Afford Life Insurance

Overcoming Objections - I Have Life Insurance at Work

Life Insurance - Overcoming Objections - I Want to Think About It / Ask My Spouse

Overcoming Objections - I Have To Ask My Financial Advisor / Accountant

Pivoting to Life and Overcoming Common Objections

Term vs. Permanent Life and Converting Term to Perm

Youthful Drivers - Selling Life Insurance to Youthful Drivers

Business Management Topics

Action Planning to Achieve Results

When Did You Know You were Behing on 2023 Goals? And What Did you do about it?

Chairman’s Circle - Three Keys to Qualifying EVERY Year

Daily Planner - I Hate the Daily Planner - How to Incorporate this tool in your Agency

Everything Is Subject to Change - As the world changes, do you fit in? How do you fit in?

Lapse/Cancellation - Implement this system of THANK-ing Policyholders t improve retention and set appointments

Lapse/Cancellation - Recognizing SIGNificant Events to control Lapse/Cancellation

Simple Steps to Help the Agency CONTROL/REDUCE Lapse/Cancellation

Long-Term Development of Team Members (Agent Version)

Modern Marketing for Agents Blueprint - SEO, Digital Marketing Advice - Guest Speaker DJ Carroll

Pending - The Ultimate Pending System

How to Accomplish it ALL in a Day when there is only so much time in a Day

Three Keys to Financial Freedom for an Agent

When did you know (May Edition) - How do get “Caught Up” on your Annual Goals

Miscellaneous Topics

Appointment Setting

Appointment Setting and Getting Policyholders to Show Up!

Appointment Setting with Existing Life Policyholders

Appointment Setting with Existing Homeowners

Accountability - (Agent Version)

Accountability - (Team Member Version) Self-Accountability to Achieve Desired Results

90 Percenter - The Perfect Meeting Agenda for 90% of your customers (Includes Pivot Opportunities, Referral Opportunities and Future Appointments)

The Appointment - Sales Tools to Include on a Clip Board BEFORE the Appointment actually begins

Friends - Marketing and Selling to Friends

Pending - The Ultimate Pending System

Pivoting - Pivoting on ALL Sales and Service Transactions in the Agency

Pivoting - SWING THE BAT. The Excuses we make for NOT PIVOTING! and How to GET PAST ‘em

Pivoting - The Dinner Party - Pivoting is a MUST because the competition is ALREAY in the home of YOUR Policyholder

Pivoting - The Car Rental Experience - How/Why The Car Rental “Counter Person” Pivots FOUR TIMES on All Transactions

Pivoting - How to Manage an INVENTORY of Leads - Now that you are pivoting more - here’s how to manage all of your leads

Referrals - Earning an Unprecedented number of Referrals

Referrals - Managing your Referral Program

Referrals/Reviews - Google Reviews

Referrals - Your Referral Network - The Care Givers

Referrals - Your Referral Network - The Directors

You Say / I Say - Change these 12 Words and watch EVERYTHING Change for the better

Sales Academy

Action Planning to Achieve Results

Pivoting - Pivoting on ALL Sales and Service Transactions in the Agency

Referrals - Earning an Unprecedented number of Referrals

Appointment Setting

90 Percenter - The Perfect Meeting Agenda for 90% of your customers

Sales Academy - Life Insurance Kick-Off

How to Write a Shit-Ton of Auto Insurance

Fire It Up! - Sales Academy Focus on Writing MORE Fire Insurance

Staffing a Multi-Line Agency (SMLA)

Staffing a Multi-Line Agency (SMLA 1) - Business Modeling and Organizational Design

Staffing a Multi-Line Agency (SMLA 2) - Recruiting

Staffing a Multi-Line Agency (SMLA 3) - Interviewing, Selection and On-Boarding of New Team Members

Staffing a Multi-Line Agency (SMLA 4) - Training and Long-Term Development of Team Members

2023 Business Planning

The Heartbeat of My Agency - How to manage ALL the numbers from month-to-month

2023 Goal Calculations- How to establish Goals/Commitments for the New Year!

Auto Action Plans

Fire Action Plans

Life Action Plans

Five Dials - Use this tool to VIEW your Agency - Putting Your Agency on Auto Pilot

Hosting Daily Meeting Does NOT Have to Suck - Do they Walk Out the Door, or will they run through a Wall?

Monthly Adjustments - Win or lose, How to Adjust your goals from one month to the next!