Life Insurance Training

Selling life insurance is as easy as Stairs and Buckets

Stairs and Buckets is a life insurance training video to be used with customers for increased sales. With our tools, each day you’ll be able to empower your team, educate your customers and win sales.


Your team is only as strong as your weakest link. Use this video to empower your team so that selling life insurance becomes second nature. This life insurance training will help you increase your team’s confidence. You will find valuable resources in the Agency Training Manual. Use the word scripts and other team training materials that correspond to the Stairs and Buckets video and build your team’s strength and confidence in selling life insurance.


Teach your customers how to make decisions for the future and achieve their financial goals. This video enables viewers to apply sound principles to their individual circumstances. Show the Stairs & Buckets video to your customers to help them understand how life insurance can work for them. This life insurance training video is simple and intuitive for customers to understand. After watching this video, they will be able to choose for themselves what coverage is best for them.


With a team of experts and the tools for success, this life insurance training process will help you close larger cases, have easier conversations, and increase your overall sales. The Stairs and Buckets video simplifies the life insurance conversation and practically sells the insurance policy for you. The Stairs and Bucket video sales system also allows you to work smarter instead of harder, which means you close more sales in less time.

Understanding the Problem with Insurance Sales

Are you an insurance agent who really needs to increase your insurance sales? If you are having a hard time growing your business, you need to understand that the number one reason behind the challenges is because your customers are confused about what they should do. This happens when contradicting views and advice are provided like when financial gurus’ financial advice conflicts with the recommendations that life insurance agents give.

When consumers don’t understand what is being offered to them, they get confused and eventually lose trust in the agent. In the end, they won’t buy life insurance. But, lucky for you there’s now a surprisingly simple solution – the Stairs and Buckets Video Sales System.

Stairs & Buckets Training Package


What's Included?

The Stairs and Buckets Video

The Agency Training Manual

The Staff Handbook


  • 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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How Can Stairs and Buckets Help in My Life Insurance Training

Stairs and Buckets is a simple video that you show to your customers before they can decide on life insurance. This video simplifies everything about life insurance. It is actually doing the selling for you!

By using the Stairs and Bucket video sales system, you are able to prevent confusion in the mind of your customers. This gives you a better advantage by gaining more trust and confidence from your customers.

This powerful life insurance training video also allows you to work smarter instead of harder, which means you close more sales in less time. The Stairs and Bucket video system gives your customers a clearer picture of the product, which eventually helps them arrive at an informed decision.

So, what are you waiting for? Send it to your customers now via text or email and start seeing results. It is easy to send this amazing tool to your customers.

Play Video

Stairs & BucketsThe Video

Try it free for three days

Every new subscription comes with a 3-day free trial. You can cancel at any time. No hassles, no commitments, no worries. You will only be charged if you continue to use the Stairs and Buckets video. 

Our life insurance training videos are approximately five minutes long. Sign up to view our full videos here. Feel free to watch the 45-second preview clip here.  


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!