Advisors who want to gain confidence in presenting life insurance illustrations and advanced strategies like the AND Asset, while also learning how to grow a business that lasts, built on clarity, trust, and impact.

No. Many advisors join before they have a book of business, the playbooks help you launch faster and confidently close your first cases.

Not at all. You don’t need to come in with product expertise. We’ll teach you step by step how to design, explain, and position these strategies so you can confidently introduce them to clients.

Then this is about scaling. We’ll help you move from being the advisor doing everything to building systems that give you freedom and expand your impact.

Because it’s the foundation. The AND Asset builds trust and clarity with clients, opening the door to deeper conversations about tax, retirement, estate, and more.

I can't speak for all IMO's but most I have seen focus one one product suits everyone. BetterWealth gives you a proven framework, the illustrations, language, and systems we’ve built and tested while operating at scale in the financial services industry.

Yes. Even if you’re a career/captive agent, this program will give you clarity in presenting advanced strategies like the AND Asset, plus the playbooks to grow beyond the limitations of a single company’s system.