Sales Training

We provide your team with specific tools to increase sales dramatically. Your inbound calls, mortgage applications, and life insurance applications are going to skyrocket. Our ground-breaking program to success, The Million Dollar Playbook, is guaranteed to generate you sales.

It’s a week-long marathon of inbound leads for Financial Services coupled with a supervised implementation of the best practices, word tracks, and sales techniques that has boosted every single Agent’s ScoreCard who has implemented it into their business. One seasoned Agent had a 500% Scorecard increase in the first six months of 2017!


What to Expect

You and your team will gain invaluable insurance sales training, including:

  • How to max out your Life, Health and Bank Scorecard
  • Proper quoting technique for more P&C applications and Premium
  • Best Practices for all Sales scenarios
  • Proven Word Tracks to steer conversation
  • How to ask for, and get, referrals
  • How to get more Life Premium
  • Proper pivoting techniques
  • How to structure a mortgage loan with multiple options and get the application
  • The multi-lining process that Top Producers use every day

When I leave your office on Friday afternoon, you will have (on average) 10 mortgage applications and a rock-solid process for increasing Life and Health premiums. My playbook is yours for the rest of your career.


This system works, every time. There is currently no other training program like this. If you are not yet Chairman’s Circle or MDRT, we can get you there.

Tom Williams’s Million Dollar Playbook Training

Here’s a brief breakdown of what to expect each day of my proprietary sales training:

Day 1: I personally meet with the Agent to set specific goals. Next, I’ll meet with your team, establish the plan for the week, provide word tracks, and most importantly, get the phone ringing!
Days 2-3: Our focus begins with generating mortgage applications. I make the phone ring more than Agents have ever seen before. I teach the Best Practices, proper word tracks, and structure the loans so that the callers can review their mortgage options and apply.
Day 4: A transition day to Life Insurance. Many of the mortgage applications taken will have a built-in Life Insurance opportunity, and we will review the proper execution of these leads.
Day 5: Our final day is a continuation of the Mortgage and Life application opportunities, with the addition of Health/Disability/HI processes.


Ready to Boost Your Career?

Our training comes in five day intervals and can be utilized for as little as one week or as many weeks as you find it beneficial to your agency. Contact us to schedule now!