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GETTING YOU IN FRONT OF MORE PEOPLE...

...AND AHEAD OF THE CROWD


Why "The CCA Method"?


The CCA Sales Method really is the secret behind a science backed sales system that creates demand and renews passion and purpose in what you do. The CCA Program allows Insurance Agents to grow and scale volumes while saving both time and money...

It’s lots of work to differentiate yourself from every other Insurance Agent, let alone successfully compete on rates and terms...and you may believe you do not sound like any other Agent. We'll show you how to avoid that line of thinking, along with the most common Insurance Agent mistakes, to help you achieve your goals faster.

Bottom Line:
If more freedom and receiving the accolades and appreciation that's so deserved sounds good, we can help!

HOW WOULD YOU LIKE TO

SPEND LESS TIME HUNTING FOR LEADS

AND MORE TIME WITH CLIENTS?

... We've got that covered.


We bundled strategic planning, resources, lead generation, client fulfillment and retention into the CCA Method, a complete development program that will give you the tools, training and support you need to increase volumes & retain prospects/clients. 



You'll Discover:


  • How YOU can grow & scale your revenues


  • How YOU can save time in your schedule


  • How YOU can work with less stress


  • How YOU can grow insurance volumes

SOME OF THE GOODIES YOU"LL GET WITH THE CCA SALES SYSTEM INCLUDE...
TRAINING, BUSINESS TOOLS & RESOURCES, UNIQUE SALES ADVANTAGE...

INNOVATIVE SALES APPROACH


Stop selling

Start enriching

Initiate helping

Start discovering

DIFFERENTIATE YOURSELF  FROM THE CROWD


Stand out from

the crowd

and truly become a

preferred name

GAIN DEEPER PURPOSE


Begin to care again

What you do can make

a significant difference

in the lives of your clients

DEVELOP A PASSION


Gain immense appreciation

for being able to truly help

others in a way you never

thought possible

WEEKLY CLIENT ENGAGEMENT


Stay relevant with

current, past and future

leads, prospects, and 

clients

IMPACT LIVES


Make a real difference

in the lives of those

you look to help

by enriching their lives

BUILD A BASE


Gain immense appreciation

for being able to truly help

others in a way you never

thought possible

AVOID BOOM AND BUST

CYCLES


Maintain a steady

stream of prospects

regardless of costs

or the economy

GROW REVENUES


You will make more

money when you

begin to truly have a

greater impact on people

LET US SHOW YOU HOW TO

ROCK HIGHER INSURANCE LEVELS WITH

THE CCA METHOD...


The secret to going from stuck, exhausted, and stalled to a successful

Insurance Agent is all about reaching more people and working smarter, not harder, by having the right sales message and the business tools, training, and resources.


We solve your problems in one place.

BEFORE WE EVEN EXPLAIN,

CHECK THIS OUT...

we believe in making your life easier...

AND THAT MEANS NOT TRYING TO DO EVERYTHING YOURSELF

The key to maximizing the hours in your day and being more productive isn't to strap in and work harder... It's actually to equip yourself with the tools, training, and resources to do it better.

We handle more than just coaching and marketing. We are experts in understanding what clients want, how to differentiate you, elevate your service, and tons of other smarter-not-harder stuff.

SELL MORE AND RETAIN CLIENTS WITH THE CCA METHOD.

WE ALSO BELIEVE IN HELPING OTHERS...

THAT'S WHY WE SET OUT TO HELP YOU IMPACT THE LIVES OF CLIENTS

The CCA Method uses a unique Discovery Plan to help you help those you serve. This is our passion and purpose.

It is our mission to help you bring more value to the lives of millions of people by helping to reduce financial stress, liberate money, obliterate debt, and retire wealthy.

AND FINALLY...

WE BELIEVE IN CONSTANT IMPROVEMENT AND CHANGE FOR THE BETTER

The way insurance is being sold is changing. We know and understand that change is a constant in the insurance industry. This is why we partner with members to improve not only the way they interact with clients but also to improve the way we help you. This requires of team of dedicated like minded individuals all working towards a common goal... to enrich your life by helping to enrich others.

WHEN YOU JOIN THE CCA PROGRAM
YOU ARE GOING TO GET...

YOUR OWN CCA PLATFORM

 

You will have your own lead-prospect-client dashboard that is designed to help track individuals inside your database. Save time with automated emails streams to stay relevant with your database. 100% compliant with your brokerage as no “selling” or product specific information is shared. Simple motivational and engaging marketing with prospects and clients.

 VALUE: $260/month

THE CCA UNIQUE SELLING PROPOSITION

Stand out as a preferred financial or real estate professional using a unique client engagement tool that will help your clients to reduce financial stress, have more money, and live their dreams.

VALUE: $200/month

CERTIFICATION TRAINING



Members have unique online access to training leading to certification as a Cashflow Advisor with the Institute of Certified Cashflow Advisors. Have confidence helping your clients in ways your competition only dreams of. Even in difficult economic times, you can truly help your clients achieve their goals, dreams, and ambitions. 

VALUE: $208/month

ACCESS TO THE LIGHT RAY BUSINESS ACADEMY

(limited to Accredited & Professional Plans)

Learn how you can double or even triple your revenues while growing a business to $1 million in revenues. Weekly e-coaching provides you the education and support to help you become more successful.

VALUE: $150/month

DONE-FOR-YOU AUTOMATION

Stay connected with prospects and past clients through consistent marketing that is designed to connect and encourage. Increase your visibility by having done-for-you landing pages and guides featuring you as the expert! Unique landing pages for you to promote yourself. Boost your online presence and help you to be in front of more prospects. 

VALUE: $230/month

READY-MADE MARKETING

Brand yourself while staying connected to your most valuable marketing asset … your clients. Do not leave to chance that they will remember you. Receive ready-made daily, weekly, and monthly materials that will save you time and maintain front of mind awareness with prospects and clients. 

VALUE: $100/month

SALES AND ACCOUNTABILITY COACHING

(limited to Accredited & Professional Plans)

Become more profitable and productive while growing a successful business. Engage with up to 7 strategies that focus on acquiring more clients every month. Develop systems that will put you ahead of your competition and make you the preferred choice with clients and referral partners.

VALUE: $500/month

NO CONTRACT REQUIRED

We prefer NOT to be one of those companies who try and lock you into a long-term commitment. Nor do we like the concept of nickel and diming you for service. We are confident you will value the CCA Sales System as an integral part of your business. We will not hold you hostage if for any reason you are not happy using the CCA System.

WHY STOP THERE? YOU WILL ALSO

GET THESE BONUSES

BONUS ITEM #1...

BUSINESS DISCOVERY PLAN

If you really want to grow and scale your business, you'll love the Business Discovery Plan! This could easily sell for $750.00, but you get this plan free when you order today.
You will receive one-on-one strategic planning in a custom discovery plan designed around your personal business goals. Develop a unique selling advantage; discover how to cut hours out of your work week; target high ROI lead channels; position revenue targets to meet profit objectives.

Value of: $750.00

BONUS ITEM #2...

DISCOUNTED OBOARDING

(limited to Accredited & Professional Plans)

We believe in investing in our members success. For this reason we brand you as the expert. We also want to make your life easier. Many of the resources you have access to are custom branded and designed with you as the star! We are here to support you and make you stand out in the crowd. For a limited time we are covering the set up cost as our team dedicates hours to ensuring you are ready to rock!

Value of: $100.00

BONUS ITEM #3...

CUSTOM LANDING PAGES

We help increase your online exposure by providing you with your own custom landing page. Some Agents pay up to $2,700 to acquire a custom website. We want to ensure you have a place to drive leads and have them qualified and reaching out to you for help. It is vital that you have an online presence. We take care of this for you.

Value of: $750.00

BONUS ITEM #4...

CUSTOM GUIDES

Your clients expect to deal with someone who is qualified and knowledgeable. They anticipate your guidance through what can be a scary and complicated process. Make them feel at ease with guides that help reduce financial stress, liberate money, obliterate debt, focus on their priorities, and help them retire wealthy. They will thank you for the direction you provide in improving and enriching their life (limited to Pro Plan). 

Value of: $200.00

Let's Recap What You'll Get When
You Start This Program Today:

 Includes
 
Certification Training       (Worth $2,500)
Members have unique online access to sales training leading to certification as a Cash Flow Advisor with the Institute of Certified Cash Flow Advisors. This certification allows you to take advantage of the unique and custom engagement tools that will impress and convert prospects into committed clients. Have confidence helping your clients in ways your competition only dreams of. Even in difficult economic times, you can truly help your clients achieve their goals, dreams, and ambitions, pay off debt, and retire wealthy while covering their insurance needs. 

Coaching (limited to Accredited & Professional Plans)       (Worth $6,000)
Become more profitable and productive while growing a successful business. Engage with up to 7 strategies that focus on acquiring more clients every month. Develop systems that will put you ahead of your competition and make you the preferred choice with clients and referral partners.

Business Academy(limited to Accredited & Professional Plans)       (Worth $1,800)
 Learn how you can double or even triple your revenues while growing a business to $1 million in revenues. Weekly e-coaching provides you the education and support to help you become more successful.

Unique Selling Proposition       (Worth $2,400)
Stand out as a preferred financial or real estate professional using a unique client engagement tool that will help your clients to reduce financial stress, have more money, and live their dreams.

Ready-Made Marketing       (Worth $1,200)
Brand yourself while staying connected to your most valuable marketing asset … your clients. Do not leave to chance that they will remember you. Receive ready-made daily, weekly, and monthly materials that will save you time and maintain front of mind awareness with prospects and clients.  

Client Funnels       (Worth $2,760)
Stay connected with prospects and past clients through consistent marketing that is designed to connect and encourage. Increase your visibility by having done-for-you landing pages and guides featuring you as the expert! Unique landing pages for you to promote yourself. Boost your online presence and help you to be in front of more prospects. 

CCA - Platform       (Worth $3,120)
You will have your own lead-prospect-client dashboard that is designed to help track individuals inside your database. Save time with automated emails streams to stay relevant with your database. 100% compliant with your brokerage as no “selling” or product specific information is shared. Simple motivational and engaging marketing with prospects and clients.

Bonus Materials       (Worth $1,900.00)
Included for limited time and limited number. 

Pro Program Has A Total Annual Value: $21,580.00

GET STARTED TODAY FOR $97:

$1,197/month Professional Program

Choose the program that best fits your level of experience & development. 

 This would easily cost you thousands for all the value we've packed in above...

But you can get started right now on all the training with a RISK-FREE TRIAL!

Choose Your Plan

Sign up for the plan that fits your needs perfectly.

Growth Accelerator
Recommended # of Contacts 500 2,500
Text/Phone per minute Credits 2,000 5,000
Additional Text/Phone Per Minute Credits $0.02 $0.0175
Aging Notification in Stages 7 10
Automation Rules (Triggers) 5 10
Team Members 1 3
Sales Funnels 10 20
Landing Pages 10 20
Campaign Workflows 5 10
Done for you Email Campaigns
Reports
Appointment Scheduling
Custom Deal Milestones (Card Stages System)
Email Tracking
2-Way Email Integration
2-way Telephone
Post-call Automation
Call Recording
Automated Voicemails
Contact Level Analytics
Email & Text Templates
Marketing Automation
Mobile Optimized Marketing
Ready-Made Newsletters
Mobile App
Custom Data Field
Calendar Reminders
One on One Coaching X
Reputation Builder

IF YOU STILL HAVE

QUESTIONS...

Can I cancel at any time?

Yes. We believe so much in the value of our program that we allow you to cancel at any time.

How quickly will I see results?

Our goal is to get you results asap. We are dedicated to your success. For this reason we look to have you engaged using the CCA Method within weeks.

Is my information kept private?

Absolutely. We value the nature of the industry and information you share with us stays between us.

Still have questions?

Schedule a call. We welcome the opportunity to discuss one-on-one with you the benefits of the CCA Method and explore if we are the right fit to help you take your business to the next level. 

Begin growing YOUR business with a RISK-FREE trial

You will have a team of dedicated professionals helping YOU grow and scale YOUR volumes and revenues. YOUR license does not change. YOUR brokerage does not change. YOU simply become more successful where YOU are.

Let us help YOU in a RISK-FREE trial. YOU can begin to help more people achieve their financial dreams when YOU begin using the training and the done for you tools inside the certification program.

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