We empower insurance agents to grow with integrity through training and support they need to advise in the best interest of their clients, regardless of the product or investment implemented within the solution. Through the following disciplines, we help good advisors become the best!
Our first commitment to our members is to provide access to an ever-growing suite of resources that have been selected to help insurance professionals in core areas of their business. These areas are technology, marketing, lead generation, business development, and ongoing education.
We are led by industry advisors, coaches, mentors, and business leaders, many of whom actively serve clients and lead their own highly successful financial advisory firms. As an advisor-led organization, we have working model offices that test and refine each process and can also provide regular on-site training opportunities for you and your teams.
We give you access to a wide variety of step-by-step, proven, operational and marketing processes, which are all available on-demand through our online e-Learning platform and include audio recordings, videos, scripts, checklists, flowcharts, and more. These come from top advisors and are tested in each model office before becoming e-Learning courses. Once proven successful, scalable, and repeatable, they are outlined, refined, and packaged as courses to include on our exclusive online platform.
While other organizations focus on more traditional consulting or marketing practices we focus on education and mentorship opportunities. The 3I weekly training, education, and event schedule are core to our membership offering.
Our training, processes, and resources begin with the collective wisdom of The 3I Community FB Group, where like-minded advisors learn, share, and grow their businesses together.
Family life and personal activities should be just as important to an advisor as his or her business. We help you build successful, process-driven businesses that can operate independently of your day-to-day involvement and show you how to put a succession plan in place for the future. We also provide you with the opportunity to give back and invest in your community by partnering with worthy charitable organizations.
Whatever your reason for joining, we're here to encourage you. No questions, no judgment. We've got your back as you build your business.
See what makes our community a cut above the rest. Request more information today.
3I Community Administered by:
© 2020 All Rights Reserved
