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Life Insurance
From Your P&C Book

How to get your team opening life insurance conversations — without triggering objections or hearing "I have it through work."

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Inside the Playbook

What You'll Get

Download the free Life Insurance Pivot Playbook and see the 9 strategies agency owners use to turn order-takers into proactive producers.

3-Part Sales Psychology Framework

The structure your team needs to pivot into more life insurance without triggering knee-jerk objections.

Question vs. Statement Pivots

When to ask, when to tell, and how to stay in control of every conversation.

The Words That Actually Work

Why "loan payoff protection" changes how customers respond vs. "life insurance."

Pre-Sell Callback Strategy

Turn bad timing into a booked follow-up that customers actually expect and take.

Objection Prevention System

Prevent objections before they come up so your team lowers resistance, not fights it.

Word-for-Word Scripts

Proven pivots for life insurance based on what works in real agencies with real staff.

Pivot Tracking Worksheet

A 3-level scoreboard showing exactly where each team member breaks down.

Install It In Your Agency

Turn what you know about life insurance into a repeatable framework your team can run.

This training program is not approved, endorsed, or affiliated with any insurance company or carrier. No insurance company has reviewed or approved this material. All training content and methodologies are provided independently.

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