retreats by the insurance collective xh100

Elevate Your Mind, Body & Soul As You Immerse Yourself Into Uplifting Your Insurance Career & Business

WITH RETREATS BY THE INSURANCE COLLECTIVE

Overview

Today Financial Consultants, Agency Leaders, Insurance Companies And Their Corporate Team Members are emerging from pandemic lockdowns.

Navigating what it means to Recognize, Reconnect, and Reengage with Their Insurance Career and Business creates an opportunity for collaboration and engage in planning and activity while nurturing culture and fueling growth in the post-pandemic age.

AWARENESS

This is the process of self-discovery about themselves and their role as an Insurance Professional. Identifying the Objectives and Outcomes is key to discovering the desired change and transformation.

RESPONSIBILITIES

The journey continues as they hold themselves accountable with mission and value statements at each stage of their Personal and Professional Goals and Achievements.

CHOICES

Participants are giving themselves the opportunity to break away from their patterns of the past that may have limited their growth and potential and discover more healthy and productive alternatives and arrive at a new version of themselves.

"The idea to devoting time , money and energy to planning a retreat feels overwhelming … but we are here to help you get around the why , the what and the how as well as te where of it all. What we are offering includes … single or multi day onsite retreats and offsite experiences."

Let’s Hit The Road!

Let’s Grow Together

Our retreats can help you dive deeper

Into your insurance practice, break away from patterns that just don’t serve you anymore, and co-create renewed habits while you connect with like-minded colleagues and peers in the insurance space.

Embark on a journey of self-discovery for yourself and your insurance business with a devoted community of insurance professionals and trailblazers who bring out the best in you.

We lead you on the journey to discovering the best version of yourself.

Retreats-The-Insurance-Collective-6-pillars

Why We Are Here

6 pillars why we are here

Experience

COME ALIVE TO EXCEPTIONAL EXPERIENCES

with our specially crafted sanctuaries and curated activities that invite you on a transformational journey.

1 Day Retreat

Get To Know You And Your Insurance Business. Participate In Identifying Patterns And Break Away Into A New Vision For Yourself With Insurance Career And Business Counselling

From $195

From $195

3 Days Retreat

Anchor On Your Mind, Body, And Soul With Guided Master Instructors And Trailblazers In The Insurance Industry As You Build New Friendships And Lasting Connections With Insurance Career And Business Coaching

From $595

From $595

5 Days Retreat

Bring Your Inner Game To The Next Level As You Relax And Evolve In Specially Curated Locations That Enthrall All Your Senses With Insurance Career and Business Mentoring

From $2,500

From $2,500

Retreats by The Insurance Collective is for you Financial Consultants, Agency Leaders, Insurance Companies and Associations As Well As Other Like-Minded Insurance Professionals.

Financial consultants

Agency Leaders

Insurance Companies

Insurance Associations

R Kumaran Trainer

Kumaran

Mindie Sai Coach

Mindie Sai

Agus Helly Trainer

Agus Helly

Eric Seah Trainer

Eric Seah

Melanie Chuah Coach

Melanie Chuah

for an elevated experience

Transformational Learning Experience With Insurance Coaches and Mentors

Discover the heart and soul of your insurance business and ignite your passion with personal and group sessions guided by master instructors and trailblazers in the insurance industry.

for an elevated experience

Transformational Learning Experience With Insurance Coaches and Mentors

Discover the heart and soul of your insurance business and ignite your passion with personal and group sessions guided by master instructors and trailblazers in the insurance industry.

Mindie Sai Coach

Mindie Sai

Agus Helly Trainer

Agus Helly

Eric Seah Trainer

Eric Seah

Melanie Chuah Coach

Melanie Chuah

Financial Consultants Are Experiencing The Challenge Of Refining Their Strategy And Staying Ahead Of The Competition. The Key To Their Success Is To Stay Relevant While Expanding Their Insurance Career And Business.

In Addition To Keeping Up With Complex Products And Regulations While Also Meeting The Expectations Of Their Customers, Financial Consultants Spend More Time In Their Business Rather than Growing Their Business Which Makes Them Feel Like They Are Not Making Progress.

Our Retreats Are Designed To Help Financial Consultants:

  • Evoke Awareness For Themselves While Establishing And Growing Their Identity As Financial Consultants.
  • Reconnect And Rengage With Their Insurance Business And Career.
  • Build A Successful And Profitable Insurance Business With Performance Enhancement Activities.
  • Establish An Enviroment And Ecosystem To Gear Themselves Towards Continuos Learning And Development.


We Welcome You To A Safe Space To Expand Your Potential As We Bring The Core of Your Insurance Career and Business to the Forefront With An Insurance Centric Approach That centers around your Motivations and Aspirations in the Insurance Industry.

Agency Leaders Often Find Themselves Juggling A Whole Host Of Responsibilities. Recruiting And Training Their New Financial Consultants And Constantly Mentoring Their Existing Team Takes A Toll On Their Personal Production And Client Management.

Most Agency Leaders Are Caught Up In Daily Management Activities Rather Than Engaging In The Business Development And Growth Of Their Agency Business.

Our Retreats Are Designed To Help Agency Leaders:

  • Evoke Awareness For Themselves While Establishing And Growing Their Identity As Agency Leaders.
  • Reconnect And Rengage With Their Agency Business.
  • Build A Successful And Profitable Agency Business With Performance Enhancement Activities For Agency Growth.
  • Establish An Enviroment And Ecosystem To Gear Themselves And Their Financial Consultants Towards Continuos Learning And Development.
  • Cultivate Trust And Safety In Their Agency With An Alignment Of Agency Mission and Values.


We Invite You to Grow and Amplify your Agency business with strategic insight and best practices that drive improved Agency sales performance and revenue growth. With tools , activities , engagement and events for you and your Agency necessary to build a sustainable and successful Agency business.

Most Agency Leaders are caught up in daily management activities rather than engaging in the business development and growth of their agency business.

Corporate Retreats Are Back And They Have Never Been More Needed Than Ever Before. The Fatigue From The Pandemic Certainly Needs To Be Alleviated And What Better Way Than Soulful And Wholesome Retreats For The Various Departments.

At The Core Of The Corporate Retreat Is The Alignment Of Organizational Mission And Values That Can Now Be Viewed With Fresh Goggles And A Defined Perspective.

Our Retreats Are Designed To Help Insurance Companies And Their Corporate Teams:

  • Reconnect And Rengage With Their Corporate Team Members.
  • Evoke Awareness For Themselves While Establishing And Growing Their Identity As Corporate Team Players.
  • Establish An Enviroment And Ecosystem To Gear Insurance Companies And Their Corporate Teams Towards Continuos Personal And Professional Development.
  • Cultivate Trust And Safety In The Organisation With An Alignment Of Company Mission and Values.


Let’s Bring Soulful And Sustainable Corporate Culture To The Forefront Of Your Organisation And Corporate Team Members. With Inter Departmental And Peer To Peer Learning, Collaborations Conversations and Business Co-Working, take your Corporate Teams To The Next Level By Build lasting connections and friendships with like-minded professionals in your organisation.

Insurance Associations Have A Major Task Of Supporting The Insurance Community With Courses, Programs, And Activities.

The Challenge Lies In Constantly Creating And Delivering Unique And Wholesome Events That Engage Their Members.

Members Are Constantly Looking Out For Content, Assets, And Activity That Fulfill Their Role And Purpose In Their Insurance And Financial Planning Business.

Insurance Associations Can Leverage On Retreats As An Ecosystem To Meet The Needs Of Existing Members While Expanding Their Offerings To New Members.

Our Retreats Are Designed To Help Insurance Asscoiations And Their Members:

  • Reconnect And Rengage With Their Corporate Partners And
  • Establish An Enviroment And Ecosystem To Gear And Scale Member Engagement And Acqusition
  • Leverage On Insurance Centric Continuos Personal And Professional Development.
  • Co-Create Monthly Content, Assets, and Videos for their Asscoiation and Organisation For Continuous Member Engagement
  • Gain Access To The Insurance Collective Community Of Coaches and Mentors To Support Association and Organisation Members

Let’s Explore Collaborations With Your Association and Organisation To Co Create Value For Your Esteemed Members And Support Them In Their Journey Towards Building Their Insurance Career And Business.Together Let’s Bring About An Insurance Centric Ecosystem Where Like Minded Individuals Engage , Evolve And Emerge Into The Best Version Of Themselves.

R. Kumaran

R Kumaran

CEO, Trainer
The Insurance Collective



For 15 Years I have witnessed the evolution of the Insurance Industry. It’s time for a Constructive Commotion.

Moving from Practitioner To EcoSystem Builder with The Insurance Collective has enabled me to Learn and Grow with Peers and Colleagues from the Insurance Industry across different Companies and Countries in Asia.

My Role at the Insurance Collective is to Engage with Financial Consultants, Agency Leaders, Industry Professionals, and Pioneers and Elevate the Industry we have come to love through a Collaborative Community in the Insurance Space.

Mindie Sai

Mindie Sim

Co-Founder & Managing Director
Rainwater Consultancy Sdn Bhd



I help businesses up-skill their sales team to be ‘Order Creators’ to create customers’ needs and urgency to increase market demands. Instead of using price discounts to attract customers (which will affect your business profit), I focus on the up-skill sales team on how to sell value and create value for customers to make your offer irresistible.

I’ve helped businesses, and sales professionals achieved 30% – 400% sales growth through effective sales competency assessment, practical sales training with sales tools, and sales strategies & mindset coaching.

Agus Helly

Agus Helly

Founder NGOPI PINTAR.
Certified Financial Planner.



I am a self-motivated individual who possesses a dedicated and dynamic spirit, always eager to seize opportunities and tackle challenges in order to achieve success in the business world.

My approach to life is characterized by honesty, an open mind, and a willingness to constantly learn and grow.

I have a passion for all forms of art, with a special fondness for art writing.

Aeda Aqma

Aeda Aqma

COO, Trainer
The Insurance Collective



I develop strategic websites, high-converting landing pages, and engaging social media & branding strategies across social media platforms for high engagement, conversion, and meeting sales objectives since 2008.

I help businesses and professionals thrive in the ever-evolving digital marketplace.

Over the years I was able to help small-medium enterprises go from overlooked and undervalued, by developing effective marketing strategies to attract the best clients and scaling profitability with 360 Degree Digital Marketing Solutions.

Eric Seah

Eric Seah

Founder
Eric Seah & Associates



An agency leader, entrepreneur, and trainer.

A demonstrated history of leading an agency and an NS battalion. An entrepreneur with businesses in Events, Cafes, Training, and Wealth Management Business.

As a leader/entrepreneur, my skill is in leadership, entrepreneurship, and coaching for performance.

As a Wealth Management practitioner, my skills are Business Owner Planning, Retirement Planning, Investment Advisory, and Estate Planning.

Melanie Chuah

Melanie Chuah

Founder and Principle Therapist, Lecturer
Shining Bloom Healing



I guide you to uncover thoughts, feelings, behaviors, and beliefs that stop you from moving forward. They can be created or passed down from one generation to another.

I facilitate the healing process either through therapy, coaching or energy work. I cater my sessions to fit the individual needs of every client as I believe every client is unique in their own way.

I guide you on the best ways to move forward in your life, business, and relationships.

the Insurance Retreat

5 Days retreat

  • Arrival & Pick Up At Airport
  • Welcome Address & Lunch At Retreat Venue
  • 3pm Start Day 1 Programme:
    Getting To Know You & Your Insurance Business
    Intended Outcomes
  • Part 1 Of The Insurance Business Canvas
  • Dinner and Lights Out
  • 6am
    Rise & Get Ready
  • 6am – 7am
    Fitness / Nutrition – Health Set
  • 7am – 8am
    Meditations and Relaxation – Soul Set
  • 8am -9am
    Breakfast & Conversations, Journaling – Mindset
  • 9am -10.30am
     1st Session of Patterns & Breaking Them – Mindset
  • 10.30am-12pm
    Visoning Process – Part 2 Of The Insurance Business Canvas
  • 12pm – 1.30pm
    Lunch Break
  • 1.30- 3pm
    Deep Cycle of Refuel – Private session with Trainers
  • 3pm-4.30pm
    Biz & Co working / Wind Down Session – Gratitude Session
  • Sunset Session – Venue TBC
  • 6am
    Rise & Get Ready
  • 6am – 7am
    Fitness / Nutrition– Health Set / Beach Walk
  • 7am – 8am
    Meditations and Relaxation– Soul Set
  • 8am – 9am
    Breakfast & Conversations, Journaling – Mindset
  • 9am – 10.30am
    1st Session of Recycling & Transference
  • 10.30am – 12pm
    Part 3 Of The Insurance Business Canvas
  • 12pm – 1.30pm
    Lunch Break
  • 3pm – 4.30pm
    Visoning Process – Outdoor session at Omma
  • 3pm-4.30pm
    Wind Down Session – Gratitude Session
  • 6am
    Rise & Get Ready
  • 6am -7 am
    Fitness / Nutrition– Health Set
  • 7am -8 am
     Meditations and Relaxation– Soul Set
  • 8am – 9am
    Breakfast & Conversations, Journaling – Mindset
  • 9am – 10.30am
    Part 4 Of The Insurance Business Canvas
  • 10.30am – 12pm
    Part 5 Of The Insurance Business Canvas
  • 12pm – 1.30pm
    Lunch Break
  • 1.30pm – 4.30pm
    Left Road / Right Road Process – Uluwatu
  • 3pm-4.30pm
    Wind Down Session
    – Gratitude Session
  • 6am
    Rise & Get Ready
  • 6am – 7am
    Fitness / Nutrition– Health Set / Beach Walk
  • 7am – 8am
    Meditations and Relaxation– Soul Set
  • 8am -9am
    Breakfast & Conversations, Journaling – Mindset – All Coaches Connect
  • 9am – 10.30am 
    Final Part Of The Insurance Business Canvas
  • 10.30am – 12pm 
    Final Part Of The Insurance Business Canvas
  • 12pm – 1.30pm
    Lunch Break
  • 1.30pm – 3pm
    Coaches Personal Connect Session
  • 3pm-4.30pm
    Retreat Wind Down Session – Gratitude Session
  • Sunset Session

Register Your Interest

the Insurance Retreat

3 Days retreat

Session 1: About The Insurance Business Canvas

Session 1: Getting To Know You & Your Insurance Business

  • Your Narrative 1 & Your Narrative 2
  • Case Study 1

Insurance Business Canvas Exercises – Build This Part Of Your Business Canvas – 15 Mins Exercise

Lunch Break

Session 2:

  • Who Is Your Client / Prospect?
  • What Is Your Value Proposition?
  • How Do You Want To Treat Your Client / Prospect?
  • Case Study 2

Insurance Business Canvas Exercises – Build This Part Of Your Business Canvas – 15 Mins Exercise

Being The UnConquerable Financial Consultant & Agency Leader

Session 3: Establishing The Right Approach For Your Insurance Business

  • What Channels Are You Using To Connect With Your Clients and Prospects?
  • What Are Your Key Activities?
  • What Are Your Key Resources?
  • Case Study 3


Insurance Business Canvas Exercises – Build This Part Of Your Business Canvas – 15 Mins Exercise

Session 4:

  • What Are Your Targets?
  • What Are Your Costs?
  • What Can You Do Better?
  • Case Study 4


Insurance Business Canvas Exercises – Build This Part Of Your Business Canvas – 15 Mins Exercise

Submit Your Insurance Business Canvas

Embracing A Paradigm Shift

Session 5: Reviewing Your Insurance Business

– Establishing Your Value Chain – Your Top Priority Clients Based On Your Insurance Business Canvas

– Evaluation & Experiences Sharing

Portfolio Evalutaion Exercises

Register Your Interest

the Insurance Retreat

1 Day retreat

Register Your Interest