Stairs And Buckets
Processes PAckage

Recoreded Webinar trainings, tools + Scripts

Mastering Financial Security: Six Sales Processes for Life's Risks

Dive into a comprehensive program designed to guide insurance agents through crucial conversations about long-term care, Medicare, financial understanding, and more. Our six specialized processes are tailored to address the key financial risks everyone faces at some point in their lives.

A Done For you Approach

Medicare Made Simple

The Medicare Supplement Process opened my eyes to how simple selling of medicare supplements can be. Since implementing it, my team's confidence in discussing these options has soared, leading to a 40% increase in our Medicare supplement sales. - Greg, Arizona

Long-Term Care Conversations Increased

The Flexible Care Benefit process was a game-changer for us. We're now offering better long-term care solutions, and I've seen a significant rise in Universal Life sales, especially with clients over 50. - Sandra, Texas

Financial Enlightenment for Clients

The 'Finding the Money' process has been instrumental in educating our clients about smart money management. It's rewarding to see their financial growth, and our whole life policy sales have doubled! - Angela, Florida

Protecting and Participating Successfully

Learning to balance protection and market participation has been crucial for my clients. This process has enhanced our approach to financial advising, leading to more informed and satisfied clients. - Keith, Ohio

Banking Strategy Success

Understanding Money and Banking Blueprint has changed how we advise clients on savings and investments. Our approach now mirrors successful banking strategies, resulting in higher premium life cases. - Diane, California

Building a Strong Liability Wall

The Liability Wall process has been a revelation. We're now better at outlining the importance of liability protection, which has notably increased our sales in liability and life insurance policies. - Mark, Georgia


Comprehensive Training Materials:

Detailed guides and tools for each of the six sales processes.

Ongoing Support and Updates:

Regular updates and support to keep you at the forefront of industry trends and best practices.


Annual Pricing
Price $1799 per year


Medicare Supplement Process

Gain deep insights into the Medicare supplement process. Expect a significant increase in Medicare supplement sales as you master this simple yet effective approach to a complex product.

Flexible Care Benefit Rider
4 Plans to Long-Term Care

Understand the importance of addressing longevity risk during annual reviews, particularly for clients over 50. The FCB Rider process is crucial for discussing health-related financial plans. Learn our four-step discussion framework.

Finding the Money

Help your customers develop a mindset centered around understanding money, leading to wealth creation and avoiding financial pitfalls. Increased whole life sales are typically seen following this process.

Protect and Participate:

Learn to safeguard financial assets while actively participating in the market, minimizing excessive risks.

MIllionaire MOney

Discover how banks utilize money-saving strategies and how Life Insurance plays a key role in wealth accumulation. This process often results in large Limited Pay and Single Premium Life cases.

Liability Wall

Delve into liability protection and the seven largest risks everyone encounters. Understanding liability protection is the foundation of a strong financial future, often leading to increased sales in liability umbrellas and large life and disability insurance policies.

Expect Results

Team Empowerment and Growth

Since incorporating the Million Dollar Processes, my team's understanding and sales skills have grown immensely. We've seen a 30% increase in profitability and client retention. -Olivia, Washington

Time-Saving Techniques

These sales processes have streamlined our operations, saving us countless hours in client meetings. Our efficiency has skyrocketed, allowing us to focus more on growth and less on guesswork. - Eric, Illinois

Overall Agency Transformation

Implementing all six sales processes transformed my agency. We're not just selling policies; we're providing comprehensive financial solutions. Our profits have increased by 50%, and client satisfaction is at an all-time high. - Rachel, Colorado


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!

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