The Momentum Series –
Building Confidence, Driving Results
Most benefits professionals take years—sometimes decades—to master this industry. The Momentum Series accelerates that process, covering the 7-8 core competencies you need to go from Baby Calf to Boss Cow in less than a year. This is deep, technical training combined with individual 1:1 coaching and real-world application, helping you build confidence and expertise faster than traditional trial-and-error learning.
Who this is for?
- New Producers: You need technical knowledge to accelerate your success. You don’t have time to spend years learning by trial and error.
- Experienced Consultants or Salespeople in Transition: What made you successful before might not work in today’s environment. If you’re under a strict non-compete, we’ll give you strategies to gain early traction and build new business.
- Top Performers Who Want More: If you’re here to break the status quo and elevate your consultative skills, you’re in the right place. If you’re content being average—this isn’t for you.
- People Who Are Done Playing the Game: You don’t hate insurance—you hate the misaligned incentives, the smoke and mirrors, and the lack of real strategy. You’re ready to rise above the noise and lead with integrity.
We’re not here to torch the industry. We’re here to expose the games—and teach you how to build something better.
Start Building Momentum Today
Why This is Different:
- Not a Virtual Lecture Hall – You won’t be learning in a large group setting with competitors.
- Asynchronous Learning, On Your Terms – Go at your pace. Rewatch. Speed up or slow down.
- 1:1 Coaching for Real-World Impact – Work through live client scenarios, prospects, and applications.
- Taught by Active Consultants, not Retired Producers or Account Managers – We don’t just talk about benefits consulting of bygone days. We are doing it — right now.
The Momentum Series is designed to meet you where you are. Choose the path that works best for you:
- Full Momentum Series – Get the complete program and go from Baby Calf to Boss Cow in less than a year.
- Pick Your Focus – Zero in on the subject areas that matter most to you. Whether it's underwriting, self-funding, or cost-containment, you can sharpen your expertise where you need it most.
- Curated Coursework – Not sure where to start? Contact us for a customized learning path based on your experience, role, and goals.
