Services

Trinity Consulting offers two levels of service designed to meet the needs and goals of your Agency

Sales Training and Consultation Services

This service provides in-person training at your office one half day per month. In addition, you and your team have access to me for case consultation and sales support from 1:00-5:00 Monday through Friday

Please contact me for specific information and pricing.

Monthly Webinars

Webinars will occur every Monday and are 45 minutes to an hour in duration. Each meeting will consist of sales and product training followed by discussions on success and challenges and accountability measures. 

 

There are 3 courses which are outlined below

 

Basic - Designed for someone with less than 1 year of experience. We cover the fundamentals of selling and product training.

 

Intermediate - Appropriate for 1-3 years of selling experience and a good base knowledge of all types of life and annuity products. This course will build on the basics and introduce some slightly advanced sales concepts.

 

Advanced - This course is focused on advanced sales and marketing strategies including estate planning, legacy planning, retirement distribution planning, and small business insurance needs. Each of these concepts is designed to uncover larger premium cases. This is a great follow up to the intermediate course. Completion of this course will set your agency apart from your competitors.

 

 

All three courses are designed to cover a specific training module each month and can be completed in a 12-month cycle so you can join anytime during the year and still get all 12 modules.

 

The cost for each webinar course is $150.00/mo. I accept payments by check or through PayPal.

If you choose PayPal, you will receive an invoice with the PayPal link.

 

You can also pay quarterly or annually if it is more convenient for you.

 

Quarterly $400.00

$50 discount applied

 

Annually $1700.00

$100 discount applied