Our Services

Below are the three annual subscription plans that we offer

Bronze

$1,000 / Year

  • Foundational education and resources for building your IPS practice.

    • Monthly live calls covering a wide range of IPS topics

    • Full video library access (recordings of all monthly calls)

    • Invitations to in-person events (space available)

    • Tools and templates

    • Model portfolios

    • Structured learning paths for agents and team members (licensed & unlicensed)

Sign Up

Gold

$2,250 / Year

  • Everything in Bronze, plus deeper support and direct access.

    • Approved annual and mid-year client letters (ready to send)

    • Direct access to Dave and team

      • 30-minute strategy sessions

      • Application & suitability support

      • Case discussions and coaching

    • Jo’s Coaching

      • Personal Liability Worksheet

      • IPS meeting pivot frameworks

      • Case consultations

    • Second-priority registration for in-person events

Sign Up

Platinum

$3,500 / Year

  • Full access, advanced training, and priority support.

    Includes everything in Bronze & Gold, plus:

    Dave’s Registered Rep Training

    • Weekly 1-hour sessions rotating between philosophy, strategy, products, and tools

    • Attend live via Zoom or watch on-demand

    Jo’s IFR Coaching – Expanded Access

    • IFR worksheets (life & health)

    • Additional word tracks and materials

    • Expanded one-on-one availability

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

    Customized Client Letters

    • Professionally designed annual and mid-year letters

    • Graphic design support from Brittney

    • Delivered as polished, client-ready materials

    • First-priority registration for in-person events

Sign Up