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The Retirement Academy is a “member only” world-class sales and training platform for insurance agents, registered reps, financial advisors, home office employees, IMOs, and broker dealers.  This material is anything but “product pitching” that is prominent in our industry.  We understand that agents/reps do not need more “product pitching”!

We have subscribers that are carriers as well as IMOs that direct their agents to The Retirement Academy because our platform is so impactful.  If you are an IMO or carrier, we would love to work with you and/or your team!

This platform is jampacked with literally HUNDREDS of sales and product training videos, a blog, scores of whitepapers/articles, and a webinar training calendar.  Of course, the Retirement Academy will be continuously added to and optimized.  This large amount of content is arranged by 6 different member-only “Modules” that you can choose from.

  • Module 1:  Practice Management
  • Module 2:  Consumer Videos and Sales Pieces
  • Module 3:  Annuities Education
  • Module 4:  Life Insurance Education
  • Module 5:  LTC & Hybrid Education
  • Module 6:  The Academians’ Blog  (This is where all of the articles and whitepapers are housed)

Additional benefits

  • Monthly webinars with industry leaders like Tom Hegna, Bobby Samuelson, Heather Schreiber, etc.
  • Unlimited access to the recordings of past webinars.
  • Courses that give you a glidepath for learning certain topics.
  • Testing and Certification (Coming Soon)
  • The ability to post your own content for your peers (subject to approval)

You can also check out some of the titles of the archived articles that we have posted over the months to give you a flavor of what the academy is about.  Those links are over to the right – if you are on a desktop –  or down at the bottom – if you are on a phone.

 

Membership (Annual Pay)
2 weeks for free then $649 / Year
Become an "Academian"
No-Risk 14-Day Trial Period
Unlimited access to all 6 member-modules.
By registering below, you are immediately sign up for semi-weekly sales and practice management emails.
Over 350 training videos, 100 articles and whitepapers, and other subject matter expertise.
Monthly Academy Webinars.
Access to the annuity and life insurance electronic “flipbooks”. These are Charlie’s “Napkin Diagrams” that you can use with your clients to demonstrate concepts. They are also accompanied by videos of Charlie demonstrating the conversation at the client level.
Courses that are "Glidepaths" for learning certain topics
Testing and Certification (coming soon)
Membership (Monthly Pay)
2 weeks for free then $59 / Month
Become an "Academian"
No-Risk 14-Day Trial Period
Unlimited access to all 6 member-modules.
By registering below, you are immediately sign up for semi-weekly sales and practice management emails.
Over 350 training videos, 100 articles and whitepapers, and other subject matter expertise.
Monthly Academy Webinars.
Access to the annuity and life insurance electronic “flipbooks”. These are Charlie’s “Napkin Diagrams” that you can use with your clients to demonstrate concepts. They are also accompanied by videos of Charlie demonstrating the conversation at the client level.
Courses that are "Glidepaths" for learning certain topics
Testing and certification (coming soon)
Retirement Academy Logo

Stay Updated On The Retirement Academy!!!

You can become a member now by navigating the the "Purchase Membership" Page.  Or, if you are not ready, you can sign up here for general updates on The Retirement Academy.

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