Stairs and Buckets

Save Time And Make More Money Using Our 4-Minute Video Sales System

Our 4-minute video simplifies the life insurance sales process into an easy-to-follow format that will allow anyone to make an extra $100,000 every single year, or even more.

Empower Your Team

Empower your team and turn selling life insurance into second nature with our Stairs and Buckets sales process video. Strengthen your team's confidence and increase their sales success by using the valuable resources found in our Agency Training Manual. Utilize the scripts and other team training materials that correspond to the Stairs and Buckets video to build your team's strength and confidence in selling life insurance. Remember, your team is only as strong as its weakest link, so give them the tools they need to succeed.

Educate Your Customers

Simplify the sales process and empower your customers with our Stairs and Buckets sales process. Our 4-minute video provides clear guidance on the necessary life insurance needed to secure their family's future. Remove any confusion and streamline the sales process with our system. Give your customers the tools they need to make informed decisions, taking the variables out of the equation. With Stairs and Buckets, your customers will have the knowledge necessary to make the right decision for their loved ones.

Sell More & Save Time

Unlock the potential for larger cases, easier conversations, and increased sales with our life insurance training process. Our team of experts provides you with the tools you need for success. With the Stairs and Buckets sales video, the life insurance conversation is simplified, and the policy practically sells itself. You'll work smarter, not harder, thanks to the Stairs and Buckets video sales system, allowing you to close more sales in less time. Experience the difference with our powerful and effective life insurance sales process.

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The Stairs & Buckets Sales Video

Want to see what our video system is all about?

Check out a preview of our Stairs and Buckets sales process video to see how it can revolutionize your life insurance sales.


Key Features and Benefits Of The Video:

  1. Simplify the sales process and increase your sales with our revolutionary Stairs and Buckets sales process video.
  2. Educate your customers and take the confusion out of life insurance with clear, easy-to-understand guidance.
  3. Empower your team to become more confident and effective salespeople with our comprehensive Agency Training Manual, including scripts and team training materials that correspond to the Stairs and Buckets video.
  4. Save time and make more money with a sales process that’s designed to work smarter, not harder.
  5. Avoid pushy sales tactics and costly mistakes associated with bad information and sales

But Thats Not All

Unlock your Life Insurance Sales Potential with Our Comprehensive Toolkit - Get the Agency Training Manual and Staff Handbook Today!


Get the most out of our Stairs and Buckets sales video by adding our Agency Training Manual and Staff Handbook to your toolkit. Our Agency Training Manual provides word scripts and sales processes that correspond to the Stairs and Buckets video, helping you to further extend the conversation with additional material. The Staff Handbook is also a valuable tool that provides guidance on best practices for office management, including procedures and policies for a more streamlined workflow. With our comprehensive package, you’ll have everything you need to improve your life insurance sales and grow your business.


  • This video is amazing. I showed this to my first client yesterday. When we were done I explained they had a term policy was going to go up and they said I want a bucket. When I asked them how much they could afford. They said $1200 a month. We ended up writing a $1200 a month 15 pay policy. The biggest one I’ve ever done. ON my first try. I’m a believer. Thank you for this tool.

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  • This has made my job so much easier with my team. They use this video weekly in training meetings to sharpen their own skills so they can have better conversations with our customers about Life Insurance. It especially helps the new agents and team members that just need a little help to get over the hump and taste success. We sold $165,000 in Life Insurance Premiums in the first three months this year using this as our primary tool. I love it.

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  • “Stairs and Buckets” is the best thing I have done for my team’s production. They have sold over $200k in premium in the first half of this year. My team is really good at using this now and I can’t imagine not having it, this really has changed the way we approach customers about Life Insurance. We highly endorse and recommend this to everyone in the business!

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  • Since moving into management with my company I have helped my agents work to perfect the conversation they have with customers. We have seen a huge increase in the sales of permanent policies with my company as we have utilized Stairs and Buckets into our Reviews with all our agents and their existing customers. Great new tool for young agents and us seasoned ones. This is worth every cent you pay for access. Million in fact!

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  • I have struggled selling much besides term insurance with my clients until I came across this training. Now I sell larger whole life and universal life consistently. This has become an effective tool in my conversations with customers. Last year we traveled and sold over $120,000 in premium and I have only been an agent for 4 years now.

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  • I love your training video. In the past 20 years nothing has made having the conversation more effective and straight to the point as what this does. We have sold 70 policies in the first half of the year and close to $300k in paid premium using this while meeting with our existing clients and showing them the value of a Bucket policy. This video shows why someone would want life insurance not just why they need it. Thank you for a very useful tool!

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  • I just made MDRT for the 6th time this year and it is all due to using this Stairs and Buckets training. It's not hard or awkward to talk about life insurance with our clients and they seem so much more open to purchasing life insurance because they now want what it does. Thanks for making it simple for our customers to understand. We sold a little over $500k in life premium last year using your tool.

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  • I just subscribed last month and we have already sold 22 policies using your video with our existing clients. Those 22 policies equated to more than $68k in premium. More than I sold all of last year. What a great tool. I tell all my colleagues they should use this it makes our job so much more simple.

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  • I just want to let you know that between yesterday and today my Team has written 4 life policies with good premium and I just wrote a $137,000 FIP and have another IFR this afternoon to put $200K+ into another FIP!!! The Team is using the stairs and buckets and it’s totally working!!! So cool how well it works at the TM level and the client level! Thanks

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  • I am a new agent in South Dakota with a little more than 18 months under my belt. I ran across your video and started using it with my team as a training tool. They were able to capture the essence of your message and use it in conversations with our clients. In the last year I went from knowing very little to having my Sales Manager asking me for my ideas because I was leading our State in Life Sales. After he viewed this himself he told me he was going to have every one of his agents start using it. Thanks for the tool, I hope there are others coming. I feel better about selling Life Insurance now that I understand the fundamentals of both short term and long term coverage. I made over $200,000 last year selling life insurance.

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  • I work in a large Asian market here in California and having this video training for my team and for customers has allowed us to do an amazing job having the right conversation with my Chinese clients. I wish I could get this in Korean and Vietnamese as well. I recommend everyone using this. We sold over $225,000 in life premium the past 6 months using this tool in my office. Agents that are friends of mine have all signed up and are having similar results. I recommend everyone use this!

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  • I’ve been doing this since 1992 and found that the more I follow the systems set forth with Stairs and Buckets the more I find success. More Sales, more income, more death benefit more customers taken care of! I love what this has done for me and my sales people.

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Insurance Agency Training and Stairs and Buckets does not have a Master Services Agreement in place with your Insurance Company. We have worked closely with your compliance department and agents are not prohibited from using our services.

Specific vendors in which your Insurance Company has an approved Master Services Agreement in place and the scope of the vendor services received are considered a company approved vendor within the scope of the agreement determined by your company.

Insurance Companies do not generally dictate what vendors and independent contractors use.  It is the agent’s responsibility to ensure that the vendors they engage with do not raise concerns.

Unauthorized Vendors:  Specific vendors that your company has identified as being unauthorized for use due to the risks posed to your company by engagement with the vendor. Agents should not use an unauthorized vendor.  If an agent does use an unauthorized vendor, it could impact the relationship between the agent and their appointed companies.

Please feel comfortable and use our services appropriately!