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From the recent college graduates to the most seasoned professionals, our training covers every aspect of planning to enhance your career growth and earning potential. We will help you gain the knowledge and expertise you need in order to become successful. Our training program is broken down into 4 categories: Orientation/Phase I, Phase II, Phase III, and Phase IV.

Orientation & Phase I Training

Orientation & Phase I Training

  • 3 month program
  • Transition Playbook
  • Get integrated with our culture
  • Create the business development habits for success
  • Phase I Training - Full Integration of Playbook Philosophy & Strategies  
  • State Life & Health Insurance Licensing 
Phase II - Advisor Faculty 

Phase II - Advisor Faculty 

  • 12 month program - Tailored for our Young Professional Program as well as our Experienced Advisor's 
  • Only our top Advisor's are chosen to instruct & mentor our new associates 
  • Creating the ideal client experience
  • Join a successful team
  • FINRA Licensing 
Phase III - Advanced Planning Strategies 

Phase III - Advanced Planning Strategies 

  • 36 month program
  • Advanced Planning Strategies & Industry Meetings Education (NAIFA, AALU, FPA, LBS*, CFP, CLU, ChFC, RICP)
  • Marketing 
Phase IV - Converting Practice to a Business 

Phase IV - Converting Practice to a Business 

  • 5+ year Advisor's 
  • Converting your Practice to a Business
  • Leadership Role (firm management) 
  • Team or Unit Leader (mentor)
  • DBA Office Locations
  • Strategic Partners, branded in a market