Independent Marketing Organization · Serving advisors in 42 states(407) 901-2850Register freeAdvisor login
Training · Live Sessions
Learn it live.
Cross-Selling Conversations is a live, 90-minute working session for licensed Medicare, health, and life agents — free.
What you’ll learn
In 90 minutes, live.
The discovery conversation
Asking, not answering — the core skill.
Reading your book
Where the retirement opportunities already are.
The handoff
Connecting a client on without losing the relationship.
The session
Live · 90 minutes · free.
Who it’s for
Licensed Medicare, health, and life agents.
Format
A live, interactive working session — come ready to listen differently.
Cost
Free for advisors.
Ready when you are
Learn it live.
Live · 90 minutes · free for advisors.