Lighthouse Legacy Group

Refer your clients to a qualified specialist to help with their advanced insurance & financial needs for things like:

IULs, Annuities, Tax-Free Retirement Strategies, Debt 2 Wealth, Estate Planning Protection, Keyman Policies, Advanced Strategies with Cash Value Life Insurance, etc...

Resources

Additional Recourses

Training Videos *COMING SOON

Book an Appointment

Discovery Session

(20 min)

This 20-minute discovery session is designed for agents who sense a potential opportunity but aren’t quite sure what direction it may take. Whether the client is still in the early stages or the need isn’t yet fully defined, this short consultation gives us a chance to quickly assess if there’s a viable advanced markets strategy—such as annuities, retirement income planning, IULs, debt elimination, or infinite banking—that could benefit the client. It’s a low-commitment way to explore what’s possible.

Full Appointment

(60 min)

This 60-minute strategy session is for agents who have identified a clear opportunity and want me to take the lead in running a full client-facing appointment. Whether it's for advanced retirement planning, IUL structuring, annuity design, or infinite banking strategy, this session allows us to walk the client through a comprehensive and professional solution. Come prepared with client info—we’ll take it from concept to close.

Agent Coaching

(20 min)

This session is for agents who are looking for more hands-on support—not for a specific client call, but for personal development. Whether you want to improve your ability to cross-sell, identify advanced market opportunities in your book, or just build confidence in finding clients who need these higher-level strategies, this calendar is designed to help you sharpen your skills and elevate your business.