Join us every Monday at 8 AM for the AMC Weekly Mastermind — a focused, high-level Zoom session designed to sharpen strategies, exchange ideas, and collaborate with like-minded professionals. Each week we tackle real challenges, share proven solutions, and create accountability so you leave with clarity and momentum for the week ahead.

Steps to onboard with AMC - Appointments with carriers - Marketing profile - CRM setup

Access to marketing, lead generation, target prospecting.

To establish clear communication standards across all AMC team members, ensuring consistency, professionalism, and efficiency in both internal and client interactions. This SOP aligns with AMC’s mission to deliver clarity, coordination, and confidence in every client relationship.

An in-depth training for mastering our monthly tax free retirement webinars. Some restrictions apply for new agents. Please contact Brandi Jo for more insight on getting up and running with our monthly webinars.

Welcome to Kaizen Marketing & Client Development! 🎯 Learn how to attract high-quality clients, build automated marketing systems, and nurture trust-based relationships that convert. Apply continuous improvement strategies to refine messaging, boost referrals, and scale your business. Turn marketing into a predictable growth engine while elevating the client experience—one smart improvement at a time. 🚀

Many families are choosing to transfer wealth now rather than later, witnessing its impact firsthand—helping loved ones buy homes, fund education, or navigate tough times. With longer life expectancies, waiting may mean missing the chance to make a difference. Plus, unused annual gift tax exclusions go to waste. Concerns about misuse or future financial needs hold some back, but Kai-Zen offers a structured way to gift with purpose—helping maximizing impact without sacrificing security.

The AMC Monday Training covered administrative updates, carrier onboarding, and licensing, with next steps for contracting and platform integration. Traci presented strategies for paying off mortgages, managing cash flow, and leveraging HELOCs. The team also planned to integrate Traci’s financial services and focus on alternative investment education.

The Kaizen Compensation Calculator helps you model earnings from the plan. It shows how client contributions, leverage, and policy growth translate into advisor compensation. Use it to understand payout structures, compare scenarios, and track potential income over time—making compensation clear, simple, and tied directly to case design.

Custodial Account: An account held by a regulated institution (like a bank or trust company) on behalf of a client, providing safekeeping, reporting, and compliance while the client retains ownership and investment control. Subcustodial Account: A secondary account managed under a primary custodian, used to hold specific or specialized assets. It adds structure and protection for complex wealth, trust, or institutional strategies.

Money buys time.