Advanced Annuity Training for Insurance Agents - Elevate

Why ELEVATE?

Leveling up takes more than a good idea. Elevate gives you the training, tools, and a proven step-by-step process to reach the right clients, deliver the right message, and close more cases.

What You Get:

Training Summit

Weekly Mastermind Calls

Mentor Direct Access

Dedicated Coordinator

Concierge Sales Support

Seminar Kit

Training Summit

An in-person onboarding to master the Elevate system where travel, meals, and hotel costs are covered.

Weekly Mastermind Calls

Live, no-fluff strategy with Steve, our Elevate mentor, alongside other experienced producers.

Mentor Direct Access

Real support, real-time answers when you need them. You’ll have access to a team of people ready to help when you need it.

Dedicated Coordinator

Your personal Elevate guide for scheduling, execution, and support.

Concierge Sales Support

V2 back-office help to close the big cases.

Seminar Kit

Pre-designed presentation, calculator, and tools at your fingertips.

Your Path. Their Future. Real Results.

We don’t track vanity metrics. We track breakthroughs!

Prospects Reached

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Workshops Hosted

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Retirees Educated

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Appointments Booked

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Closing Ratio

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Average Case Size

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These aren’t projections. These are outcomes.

From financial professionals who are already making the climb.

Results based on average cases. Individual results may vary.

Unlock ELEVATE

You’ve done the hard work. You’ve earned the view.  Now comes the real climb.

Designed for elite financial professionals producing $2M+ annually in annuity business, Elevate is ready for those who are here to scale fast, with confidence.

Do You Qualify?

We don’t hand out access. We award it. And only those who can rise to the standard make it through. If you’re already producing at least $2M annually in annuity business, let’s connect to see if your market is still open.

In-Person Training

See two LIVE client-education workshops executed in real time and train alongside top-producing annuity-focused financial professionals.

Expenses Covered

If you qualify, you will be invited to attend our 3-Day Hands on Training with Travel. Hotel. Meals. Territory Fee. ALL COVERED!

Build Momentum

Learn how to fill seats, book more appointments, and run meetings that help convert prospects into clients.

Territories

Claim Your Protected Territory — Before Someone Else Does.

Real agents. Real progress. Real support.

Testimonials reflect individual experiences and are not representative of all agents. Results will vary.

"Put your ego aside and just follow the system."

Ben R.

"With the Elevate program, you go from seminar to appointment, to 2nd appointments, to seminar, to appointment, to next appointment. It keeps you active. And once you put things in motion, it just kind of stays in motion."

DJ J.

"The amount of people who come to these seminars—it’s crazy. I never in a million years would have thought something so simple would work so well."

Shane P.

"This is the type of tool that not just veterans need, but also new people in the business. To have this flow of leads relatively quickly is exactly what we’re all looking for."

Jim F.

"Give this thing a chance. I’m telling you. It works, and it works well."

DJ J.

"I’ve never in my career had paid business coming in every week. I have new applications going in and have workshops to do – it’s consistent!"

Ben R.

"So if you’ve done dinner seminars, and you're sick of fighting for the appointments, you want to try this."

Jill R.

"It’s been a game-changer in the business for us. Our case sizes have increased tremendously. We’re opening another office now because business has been so great."

Shane P.

"It opens up a lot of opportunities and doors."

Alvin C.

Upcoming ELEVATE Training Dates

Want to potentially double or triple your appointments and scale your production? Elevate might be the system you’ve been looking for.

ELEVATE Training Summit

3-Day In-Person Training: Includes Two LIVE prospecting events so you watch the Elevate mentor in action.

Steve Smith, Smith Gillis Financial Mentor. Strategist. Systems Builder

Meet Elevate’s Mentor

Steve has spent four decades mastering financial strategy—and the last 11 years laser-focused on retirement income, Social Security, and Medicare.

Steve doesn’t just teach. He’s a practitioner. He’s personally hosted hundreds of workshops, closed countless six-figure cases, and taught financial professionals across the country how to turn a quiet room into a powerful engine for business growth.

As Steve says: “It’s like a cheeseburger. Add ketchup, mustard, a pinch of onion—and don’t forget the pickles. Get the order right, and the results speak for themselves.”

Reach Your Next Level.

If you are looking to potentially double or triple your appointments and scale your production, Elevate might be the system for you.