Welcome to the Program

Premium Finance Coaching for Advisors & Agents

For licensed life insurance advisors & agents

Build a steady path to 6–7 figure target premium cases

Practical coaching, clear frameworks, and supportive mentorship to help you qualify, design, and present premium finance cases with confidence—without the hype.

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Common roadblocks

✕Inconsistent deal flow and few qualified HNW conversations.
✕Unclear premium-finance case design and lender alignment.
✕Presentations that don’t translate to a confident “yes.”

What you’ll learn

✓Discovery flows and qualifying frameworks for UHNW prospects.
✓Case-design templates and lender/carrier prep that gets traction.
✓Boardroom-ready decks and gentle, effective closing language.

Support, not pressure

We keep the tone human and helpful. You’ll have a clear plan, straightforward resources, and a community that shares what works.

How the coaching works

1) Onboarding & Plan

We’ll review your current pipeline and set a 90-day plan you can follow without overwhelm.

2) Training & Assets

Modules, scripts, lender packs, and compliant-friendly decks ready to personalize.

3) Case Reviews

Live critiques on your active deals—practical tweaks that speed approvals and closes.

Curriculum Snapshot: The JMac Method – Elite Case Closer Academy

1 Stage 1: Awareness & Mindset Shift (Weeks 1–2)

Goal: Break limiting beliefs, reframe the opportunity.

The Math of Production: Why Small Cases Won’t Get You to $250k–$1M
Mindset Shift: From Salesperson to Elite Advisor
Turning Identity Into Conversation
Case Study: Average Agent vs. Top 1% Producer (TOT, FFR, Lion Street)
Limiting Beliefs Workshop (Downloadable Worksheet)

2 Stage 2: Positioning & Prospecting (Weeks 3–4)

Goal: Learn to fish in the right pond.

The UHNW Client Profile: Who Actually Buys $100k+ Target Premium
Networking Strategies: Finding Successful Entrepreneurs & Business Owners
COI (CPA/Attorney) Frameworks + Scripts
Social Positioning: Optimizing LinkedIn & YouTube for Authority

3 Stage 3: Authority & Joint Work (Weeks 5–6)

Goal: Borrow credibility until you own it.

How to Leverage Joint Work Effectively
Roleplay Library: Opening, Presenting, and Closing with a Partner
Borrowed Authority: How to Present Your Team and Partners to UHNW Clients
Case Debrief Template: Turning Every Meeting Into a Learning Tool

4 Stage 4: The $500k Playbook (Weeks 7–8)

Goal: Master simple frameworks for premium finance.

Premium Finance 101 (Simple Client Language)
Rockefeller vs. Vanderbilt Wealth Transfer Story (Visual Storytelling)
The 10-Minute Premium Finance Pitch
How to Pre-Qualify Clients for $100k–$1M TP

5 Stage 5: Execution & First Big Case (Weeks 9–12)

Goal: Close your first $100k+ target premium case.

Case Fact Pattern: What You Need Before Underwriting
Objection Handling: The Top 10 UHNW Objections and Scripts
Underwriting Prep & How to Set Expectations
Live Case Study Roleplay (With Feedback)

6 Stage 6: Replication & Scaling (Months 4–6)

Goal: Turn one win into a repeatable system.

Building a CRM-Based Pipeline for UHNW Clients
Advanced COI Partnerships: Creating Steady Referrals
Scaling Authority: How to Use YouTube/LinkedIn for Inbound Leads
Systemizing Joint Work: When and How to Bring in Partners

🏆 Graduation: Dream Outcome

Advisor has closed at least one $100k–$1M TP case.
Has systems for consistent UHNW prospecting.
Positioned among the top 1% producers (above TOT level).
On track for $250k–$1M+ annual commissions.

Apply Now for The JMac Method: Elite Case Closer Academy

Where we’re heading together

Steady progress beats shortcuts. These are the milestones our community is working toward—together.

Next 6 months

✓Confidently qualify and design your first 6-figure premium finance case.
✓Learn a proven system to consistently attract and convert advisor leads.
✓Gain strategies to expand your visibility and reach more clients.
✓Get personalized guidance in Course, Group, or Elite 1:1 coaching.

12 months

✓Master the skills to close 1–3 seven-figure premium finance cases.
✓Build a thriving, high-value book of business positioned for long-term success.
✓Join a powerful community of 100+ like-minded advisors sharing best practices.
✓Reach the next level of production and revenue with full mentorship support.

How we’ll do it

Simple processes, kind accountability, and clear assets: discovery flows, case-design templates, lender packs, and boardroom-ready presentations. We meet you where you are and build from there.

Choose your path

Course

$4,997 one-time

✓Step-by-step on-demand curriculum
✓Scripts, templates, and case-design frameworks
✓Access to community discussions

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Group Coaching & Community (Popular)

$9,997 program

✓Everything in Course
✓Weekly live coaching calls & case clinics
✓Deal-specific feedback and accountability

Apply for Group Coaching Talk to Us

Elite 1:1 Mentorship

$25,000 limited seats

✓Weekly 1:1 deal rooms
✓Priority case-design and lender prep
✓Private review of boardroom presentations

Apply for Elite 1:1

* Optional split-pay available (2 payments with a small surcharge).

Our promise: If you fully apply the strategies for 12 months and haven’t closed your first 6-figure target premium case, we’ll continue working with you at no additional cost until you do. We succeed when you do.

FAQs

These FAQs include exact pricing, payment structure, and refund/guarantee terms.

Who is the Elite Case Closer Academy for?

This academy is designed for licensed life insurance agents and financial advisors who are motivated to break into the high-premium and ultra-high-net-worth case space. If you’re tired of grinding on small cases and want the systems, positioning, and confidence to close $100k–$1M+ target premium cases, this program is for you.

How is this program different from other coaching or training programs?

Unlike generic training, the JMac Method leverages my 20+ years of experience, including qualification for TOT, membership in the International Forum, and more than 15 years with FFR (including serving as Chairman of the Board). You’ll gain access to proprietary scripts, role-plays, case frameworks, and deal-specific feedback — not just theory.

How much does the program cost?

The Course is $4,997, Group Coaching & Community is $9,997, and 1:1 Elite Mentorship is $25,000. Each tier is a one-time payment. Optional split-payments are available in 2 installments with a small surcharge to cover processing and protect program integrity.

Do you offer refunds?

Because this program includes immediate access to proprietary scripts, frameworks, and case studies, refunds are not available. Instead, we offer a Performance Commitment Guarantee: if you show up, do the work, and engage in the training, I’ll continue supporting you until you land your first big case.

Can I pay monthly?

No. To protect the intellectual property and ensure only committed advisors enroll, all tiers are one-time payments. For flexibility, a two-payment split option is available with a small surcharge.

Do I need prior experience with large cases to join?

No. Many advisors join the Academy without ever having closed a large case. What matters most is your commitment and willingness to implement. The system is designed to help you grow from smaller cases into consistently landing six- and seven-figure target premium cases.

How long will it take to see results?

Results vary depending on your effort, but many advisors see shifts in positioning, confidence, and case size within 3–6 months. Closing your first $100k+ target premium case often comes within that window when you apply the system consistently.

What do I get with each tier?

✓Course ($4,997): The full step-by-step playbook, scripts, and frameworks to start landing your first big case.
✓Group Coaching & Community ($9,997): Weekly live coaching calls, roleplays, case breakdowns, and an active network of ambitious advisors.
✓1:1 Elite Mentorship ($25,000): Direct work with me on your live cases — from meeting prep to objection handling to closing.

How do I know if I’m ready for this program?

If you’re frustrated with chasing small cases, want to elevate your positioning, and are serious about breaking into the ultra-high-net-worth market, you’re ready. The only prerequisite is a willingness to take action and commit to the process.

Apply — Elite Case Closer Academy

Apply to join

Tell us about your licensing, current production, and premium finance experience so we can ensure the program is a fit.

Kind note: We’re here to help you grow at a steady pace. No pressure tactics, just clear steps and honest support.

Prefer a quick strategy call?

Grab a time that works for you. We’ll review goals, current production, and map your next steps.

Book a Call