How Life Insurance Agents Can Increase Sales by Offering Living Trusts
Learn how to To add $50,000+ annually
without additional licensing
📅 UPCOMING WORKSHOPS: Tues. @ 6:00 PM PT & Sat. @ 10:00 AM PT
⏱️ Duration: 30 minutes + Q&A 🎯 Limited to 25 agents per session
What Agents Are Saying About This Training
"This workshop completely changed how I approach my clients. I was already getting questions about estate planning, but I didn't know how to help them properly. Now I have a clear system and the right partnerships in place."
"The training was incredibly practical. Instead of just selling policies, I can now guide my clients through comprehensive financial planning. My client relationships are stronger and my referrals have increased significantly."
"Best 30 minutes I've spent on professional development - and it was completely free! The system is straightforward to implement and it's positioning me as a more comprehensive advisor rather than just an insurance salesperson."
The Challenge Every Insurance Agent Faces
You know the statistics:
❌ AI is automating basic insurance sales
❌ Direct-to-consumer platforms are capturing market share
❌ Lead generation costs keep rising
But here's what most agents don't realize...
Every single life insurance client you serve NEEDS estate planning services. They're asking other professionals for help - and paying them - while you're missing out on $2,000-$15,000 per client in additional revenue. The agents who survive and thrive in the next decade won't just sell insurance. They'll become trusted financial advisors offering comprehensive solutions.
What You'll Learn In This FREE Workshop
🎯 MODULE 1: The Living Trust Opportunity
- Why every life insurance client needs a living trust
- The $68,000 mistake most clients make (and how to prevent it)
- Legal requirements vs. what agents can actually do
- Income potential: $50,000-$150,000+ annually
🎯 MODULE 2: How Selling Living Trusts Works
- When and how to introduce living trust services
- Partnership structures with Estate Planning Coordinators
- Compliance guidelines for California agents
Meet Your Workshop Leader:
Oscar Vasquez
Oscar Vasquez has helped over 120 California insurance agents add estate planning services to their practice, generating over $37 million in additional revenue for agents statewide.
Professional Credentials:
✓ Licensed California Insurance Professional
✓ 15+ years in real estate and mortgage services
✓ Creator of the Living Trust Cross-Selling System
✓ Featured speaker at Financial Planning and Life Insurance events
Success Metrics:
- 120+ agents trained
- $37M+ in additional agent revenue generated
- 89% of attendees implement within 30 days
- Average income increase: $75,000+ annually
Why You Need to Act Now
This isn't just about extra income - it's about survival in a changing industry.
While other agents struggle with AI competition and declining margins, you'll be positioned as the comprehensive financial advisor your clients actually need.
⚠️ Workshop limited to 25 agents per session for quality interaction
⚠️ Sessions fill up fast - secure your preferred time slot
⚠️ Recording available only to registered attendees
Frequently Asked Questions
Do I need additional licensing to offer living trust services?
No additional licensing required. You'll learn lhow to legally sell living trusts.
How much time does this add to my current practice?
Most agents spend 2-3 hours per month once systems are in place. ROI is typically 10:1 or better.
Is this suitable for new agents?
Absolutely. In fact, newer agents often implement faster since they're building systems from scratch.
What if I miss the live workshop?
You'll have to wait for another workshop to become available.
Is there really no cost or upsell?
This workshop is completely free. While we do offer an advanced certification program, there's no pressure and the free content stands alone.