Helping Insurance & Financial Professionals Grow Their Business Through Educational Marketing
We deliver turn-key educational workshops to insurance agents and financial services professionals, helping them connect with qualified prospects in their local communities.
Our process allows advisors to position themselves as a knowledgeable local resource—while we help simplify the marketing and operational side of their workshops.
We'll help you choose a topic, pick locations, and build a simple timeline to get your first event live.
We simplify every step of hosting educational workshops—so you can focus on teaching, while we handle the details and follow-up.
You identify the locations to host workshops in your local area.
You schedule the dates and times for each event based on the type of educational workshop you choose.
Our online Workshop Assistant™ helps you manage every aspect of your event, from scheduling and promoting the workshop, to following up with attendees.
We let you focus on delivering valuable education to the audience, so they want to become your clients.
If you work with retirees, pre-retirees, or individuals navigating Medicare or other retirement decisions, our educational workshops are what you have been looking for to consistently and organically grow your practice.
Ready to start attracting qualified prospects through educational workshops? Let's discuss how our system can work for your practice.
