Home / Curriculum

Four tracks

You get put on one when you're approved. You can walk any of the others whenever you want — nothing is locked behind a track you didn't get assigned.

Track 01

Foundations

Unlicensed to first sale. Exam prep for your state, what an IMO does with your contract, and how you actually get paid.

6 courses · 41 lessons
Track 02

The Phone

The call itself, drilled to reflex. Openers, discovery, the nine objections, and the closes that don't sound like closes.

9 courses · 88 lessons
Track 03

Systems

Dialers, CRMs, e-apps, quoting engines. Setting up a day that produces without you thinking about it.

5 courses · 33 lessons
Track 04

Scale

Recruiting, training a downline, and reading a book of business — without watching your own production fall off.

7 courses · 52 lessons

Track 02 · The Phone

The call itself

Nine courses following the six rooms every call passes through, regardless of whether it came in, went out, or arrived as a transfer.

01

The first fourteen seconds

Openers that don't apologize, for every way a call can start.

9 lessons · 1h 12m
Complete
02

Rapport without small talk

Getting a name out of them in under a minute, and what to do with it.

7 lessons · 58m
Complete
03

Discovery that finds the number

The questions that surface a budget they were planning to hide.

11 lessons · 1h 34m
In progress
04

Presenting one option

Why three quotes lose and one recommendation wins.

8 lessons · 1h 04m
Not started
05

The nine objections

Every objection you will ever hear, with the rebuttal drilled to reflex.

14 lessons · 2h 18m
Not started
06

Closes that don't sound like closes

Assumptive language, tie-downs, and asking for the routing number.

10 lessons · 1h 22m
Not started
07

The call after the close

Callbacks, drafting dates, and the conversation that decides persistency.

9 lessons · 1h 06m
Not started
08

Working a dead lead

Aged, no-sale and callback lists — where most agents leave money.

12 lessons · 1h 41m
Not started
09

Voice, pace and silence

The mechanical stuff: tone, speed, and the three seconds you never fill.

8 lessons · 51m
Not started

Track 01 · Foundations

Unlicensed to first sale

Everything before the phone. Half of this track is free to read in The Manual — the video coursework is the part you request access for.

01

Getting licensed in your state

Hours, vendor, fingerprinting, fees and timelines for all fifty.

6 lessons · 44m
Complete
02

Passing the exam the first time

What is actually on it, and the four sections that fail most people.

9 lessons · 1h 18m
Complete
03

IMOs, contracts and comp levels

Street versus contract level, releases, and what to ask before signing.

7 lessons · 1h 02m
Complete
04

How you actually get paid

Advances, as-earned, chargebacks, and the nine-month cliff.

6 lessons · 51m
Complete
05

Products, plainly

Final expense, term, whole life, IUL and Medicare — what each is for.

8 lessons · 1h 09m
Complete
06

Compliance you can't afford to guess at

TCPA, do-not-call, recording consent and state advertising rules.

5 lessons · 38m
Complete

Tracks 03 and 04 open the same way. Ask for access and tell us where you are — that answer decides where you start.

Request access