Our Services

Below are the three annual subscription plans that we offer

Bronze

$1,000

  • Dave, Rene and Jo - Monthly Live Calls

    • Topics can be seen once you log into the site

  • Recordings of All Calls

  • Tools and Templates

  • Model Portfolios

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

  • Invitations to In-Person Meetings When Space is Available (3rd Priority)

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 Me and My Team

    • 30-minute blocks for appointments, advice, portfolio consultations, help with applications and suitability, coaching, and anything else you want to discuss!

  • Joanna’s Coaching:

    • Personal Liability Worksheet

    • General Pivots for IPS Meetings

    • One-On-One Availability

    • Case Consultations, etc

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

Platinum

$3,500

  • Everything from the Bronze & Gold Package

  • Seminars by Dave & Team

    • Your Customers can Attend

    • Help with Invitations, Follow-Up Appointments and Brittney working with your ECRM

  • Joanna’s IFR Coaching

    • Coverage Acknowledgement Form

    • IFR Worksheets for Life and Health

    • Additional Word Tracks and Materials

    • Extra One-On-One Availability Slots

    • Access to observe Jo’s Live IFR Training for Dave’s Team

  • Approved Annual and Mid Year Letters to send to your IPS Customers - (Brittney will help you with graphic design of these, if you would like to send more than just a word document)

  • First Opportunity to Reserve Spot at In-Person Meetings when space is limited