About this Event
The challenge isn’t always finding more leads. It’s creating a consistent process for identifying opportunities, starting the conversation, scheduling Life Reviews, following up, and turning everyday customer interactions into meaningful protection conversations.
The Life Sales Growth Workshop is a live, 3-hour hands-on training designed for insurance agency owners, producers, and Life-licensed professionals who want to create a more consistent approach to Life production.
Instead of relying on occasional Life campaigns or waiting until the end of the year to focus on production, you’ll learn how to build simple, repeatable habits and systems that help create Life conversations and appointments throughout the year.
What You’ll Learn
During this workshop, we’ll work through practical strategies to help you:
- Identify Life opportunities within your existing P&C/L&H book of business
- Turn everyday customer interactions into natural Life conversations
- Create a consistent process for generating Life Review appointments
- Learn the 14-4-2 activity strategy for building consistent activity
- Improve pivots and transitions from P&C conversations into Life opportunities
- Understand where opportunities may be getting lost between outreach, appointments, applications and issued business
- Create clearer accountability around Life activity
- Build a practical action plan you can begin implementing when you return to your agency
This Is a Hands-On Workshop
This isn’t three hours of sitting through slides.
You’ll work through real-world scenarios, conversations and exercises designed to help you think differently about how Life fits into the everyday operation of an insurance agency.
You’ll leave with practical tools and a clearer plan for creating consistent Life activity.
Who Should Attend?
This workshop is ideal for:
Dual License Insurance agency owners • Producers • Life-licensed professionals • Team leaders • P&C professionals who work alongside Life-licensed team members
Whether you’re already writing Life business or know your agency has untapped opportunities, this workshop will help you create a more intentional process for finding and developing those opportunities.
Your Instructor
Teresa Serrano | Founder, Agency Ascend Academy LLC
With more than 20 years in the insurance industry, Teresa has experience as both an agency owner and insurance trainer, helping agents and teams strengthen sales processes, develop their people and create more consistent activity.
Agency Ascend Academy was built around a simple philosophy:
Train. Develop. Ascend.
The goal isn’t another temporary sales push.
It’s building a system your agency can continue using after the workshop ends.
Workshop Details
Tuesday, October 6, 202610:00 AM–1:00 PMCanyon Training Room1180 Iron Point Rd, Folsom, CA 95630
Registration: $97
Seating is intentionally limited to create an interactive, hands-on learning environment.
Reserve your seat and start Q4 by building a more consistent approach to Life production.
Event venue & nearby stays
1180 Iron Point Rd, 1180 Iron Point Road, Folsom, United States
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