Our Services

Below are the three annual subscription plans that we offer

Bronze

$1,000

  • Monthly Live Calls Covering a Wide Arry of IPS Topics

  • Video Library Recording of all Monthly Calls

  • Invitations to In-Person Events When Space is Available

  • Tools and Templates

  • Model Portfolios

  • Learning Paths for Agents and Team Members (Licensed and Unlicensed)

Sign Up

Gold

$2,250

  • Everything from the Bronze Package

  • Approved Annual and Mid-Year Letters for you to Send to Your IPS Customers

  • One-on-One Access to Dave and Team

    • 30-minute blocks for appointments

    • advice and portfolio consultation

    • help with applications and suitability

    • coaching and anything you want to discuss

  • Jo’s Coaching:

    • Personal Liability Worksheet

    • General Pivots for IPS Meetings

    • Case Consultations

  • Second Opportunity to Reserve Spot at In-Person Events (2nd Priority)

Sign Up

Platinum

$3,500

  • Everything from the Bronze & Gold Package

  • Dave’s Registered Rep Training

    • We are doing weekly 1 hour meetings and rotate topics between Philosophy, Strategy, Products and Tools.

    • You can follow along on Zoom or watch the recordings.

  • Jo’s IFR Coaching

    • IFR worksheets for life and health

    • Additional word tracks and materials

    • Extra one-on-one availability slots

    • Observation access to Jo’s weekly live IFR training and Dave’s sales team

  • Customized Approved Annual and Mid-Year Letters to Send to Your IPS Customers

    • Brittney’s help with graphic design

    • Helps create more than a simple word document

  • First Opportunity to Reserve Spot at In-Person Events

Sign Up