How we teach money
- The four banking pillars and the V.A.L.U.E. Strategy
- Education-first call structure
- What we never say, and why (compliance)
- Reading a carrier illustration with a client
For licensed agents
Educate first. Build experience with our team.
Real Money Masters works with licensed life insurance agents who would rather educate than pitch. If that’s you, we’d like to talk.
1
Intro conversationWho you are, where you’re licensed, and how you like to work.
2
Training and supervisionLearn how the team teaches the concepts, with supervision while you build experience.
3
Work with the teamSupport clients alongside the team, under supervision, as you build experience.
Role expectations
What the role involves
The role is education-first: you help people understand the concepts and work with the team, under supervision, while you build experience.
Role expectations, responsibilities and supervision structure
Training and supervision
Learn how we teach money
Training is the start, not the finish. Completing the material does not mean you are ready to handle cases independently; you work with supervision while you build experience.
Policies built for cash value
- Base vs paid-up additions
- Whole life vs IUL for banking strategies
- Loans, repayment schedules and the annual review
- Underwriting from application to in force
One-Pot and velocity plans
- Understanding amortization and extra payments
- Lender options by state, without originating
- Follow-up and review
- Working under supervision on real cases
Training modules and content
What you get
Support and resources
Here is how new agents are supported while they build experience with the team.
- Training on how the team teaches the concepts.
- Supervision while you build experience.
- Compliance guidance: disclosures, license display, illustration rules.
Leads, mentoring, team calls, training portal and client systems
Apply
Apply to work with our team
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