retreats by the insurance collective xh100

Your UnConquerable Insurance Business 3-Day Retreat

“Mastering Infinite Possibilities and Awakenings For Your Insurance Business And Career”

An Immersive 3-Days Experience that will teach you how to Grow and amplify your insurance business with strategic insight and best practices that drive improved sales performance and revenue growth.
Overview

Learn to harness the Insurance Business Canvas, The Insurance Playbook, and the Power of 3 effortlessly to co-create the Insurance Business and Career you most desire with ease at “Mastering Infinite Possibilities and Awakenings For Your Insurance Business And Career”

Hosted by The Insurance Collective and guided by Insurance Industry Trailblazers, We take the “Your UnConquerable Insurance Business 3-Day Retreat” to your city. In 2023 we bring this experience to Singapore, Malaysia, and Indonesia.

You’ll embark on an eye-opening 3-Day journey centered around 3 Major phases To Grow and Amplify Your Insurance Business and Career.

We will provide you with a Pre-Retreat Insurance Business Canvas Questionnaire and engage you in a Pre-Retreat group session meeting to go through what you will Experience.-

Not Sure How To Break Through Your Business Blocks?

Growth Hack Your Way To The Next Level With Your UnConquerable Insurance Business 3-Day Retreat – “Mastering Infinite Possibilities and Awakenings For Your Insurance Business And Career”

The Experience

What Can I Expect With Insurance Career and Business Coaching

We start with Building Your Insurance Business Canvas with the Prepare Phase on Day 1. The Insurance Business Canvas is a Self – Awareness and Diagnostics programme that is relevant and reflective of your identity as a Financial Consultant or Agency Leader that can be customised and adapted to your current method of operations no matter which stages you are in your Insurance Business and Career.

On Day 2, we move into the fun Play Phase where we take you through The Insurance PlayBook That Complements The Insurance Business Canvas Where Financial Consultants &  Agency Leaders Can Embark On 4 Phases; Prepare, Play Lite, Play Hard & Stay Activities Customised To Their Needs And Objectives To Achieve Their Insurance Business Goals.
Here we analyze and execute effective strategies for your Insurance Business.

Day 3 sums up All Your Efforts and Dedication. By anchoring on Impactful Impression and Visibility through Client Trust and Loyalty, a Curated range of Personal / Corporate Business Engagement Centric events of value for you to engage and empower your Clients and Prospects and build Qualified Sales Generation through targeted and specific campaigns create an Organic and sustainable system Sales Generation & Acquisition from Existing Clients as well as New Prospects.

Throughout Your 3 Day Journey with us, you will be enriched with the Thoughts, Values, Actions, and Insights of industry Trailblazers and  Motivational Speakers to elevate your Experience.

 

We are not done yet…

 

Post Retreat, we’ll provide you with your customized Insurance Business Canvas recommendations based on your specific Insurance Business and Career needs. We will also gather with you monthly connect sessions to work with you toward achieving your Insurance Business and Career Goals.

 

This leads you towards 

the Ultimate 5 Days mastery Manifesto Retreat for you & your insurance business

“The Industry Hero and Heavyweight activation through the philosophy of mastery in your personal and professional capacity”

“Start Building The Insurance Business you’ve always wanted.”

“It can be challenging to maintain the transformation and positive momentum you experience at a retreat. We make it easy to stay focused on the actions that will help you realize your next level by hosting a 30-day checkpoint after the retreat.”

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.

The Agenda

    • 8.00am – 8.30am
    • Registration

 

    • 8.30am – 9.00am
    • Visioning & Manifestation Exercises

 

    • 9.00am -10.00am
    • Introduction To The Insurance Business Canvas
      – “Creating Abundance And Manifesting Success For Your Insurance Business and Career”

 

    • 10.00am -11.30am
    • Part 1 Of The Insurance Business Canvas + Case Study

 

    • 11.30am – 12.30pm
    • Building Part 1 Of The Insurance Business Canvas

 

    • 12.30pm – 1.30pm
    • Lunch Break

 

    • 1.30pm – 3.00pm
    • Part 2 Of The Insurance Business Canvas + Case Study

 

    • 3.00pm-4.00pm
    • Building Part 2 Of The Insurance Business Canvas

 

    • 4.00pm to 4.30pm
    • Tea Break

 

    • 4.30pm to 5.30pm
    • Review Your Insurance Business Canvas + Your Top Value Chain

 

    • 5.30pm to 6pm
    • Guest Speaker Sharing Session

 

    • Finale Wind Down
    • Sunset / Gratitude Session
    • 8.00am – 8.30am
    • Registration

 

    • 8.30am – 9.00am
    • Visioning & Manifestation Exercises

 

    • 9.00am -10.30am
    • Preparing Your Journey Into The Insurance PlayBook
      – “Breaking Away From Old Patterns & Embracing New Habits For Your Insurance Business and Career”

 

    • 10.30am -12.00pm
    • Being The UnConquerable Financial Consultant / Agency Leader
      – “ Establishing The Right Approach For Your Insurance Business”

 

    • 12.00pm – 12.30pm
    • Building Your UnConquerable Insurance Business PlayBook Part 1
      – “ PortFolio Evaluation – Your Top Value Chain Clients

 

    • 12.30pm – 1.30pm
    • Lunch Break

 

    • 1.30pm – 3.00pm
    • The New Age Financial Consultant / Agency Leader
      “ Exploring An Ecosystem For Your Insurance Business

 

    • 3.00pm-4.30pm
    • UnConquerable Client Management, Acquisition and Retention
      “The Power Of 3 For Your Insurance Business”

 

    • 4.30pm to 5.00pm
    • Tea Break

 

    • 5.00pm to 5.30pm
    • Building Your Insurance Business PlayBook Part 2
      – “ PortFolio Evaluation – Your Top Value Chain Clients

 

    • 5.30pm to 6pm
    • Guest Speaker Sharing Session

 

    • Finale Wind Down
    • Sunset / Gratitude Session
    • 8.00am – 8.30am
    • Registration

 

    • 8.30am – 9.00am
    • Visioning & Manifestation Exercises

 

    • 9.00am -10.30am
    • Building A Vision For Your Insurance Business 1
      – “Branding Yourself / Your Agency For Success”

 

    • 10.30am -12.00pm
    • Being The UnConquerable Financial Consultant / Agency Leader
      – “ Digital Marketing and Content For Your Clients & Prospects”

 

    • 12.00pm – 12.30pm
    • Participants Experiences Sharing Sessions
      – “ Guest Speaker 1 “

 

    • 12.30pm – 1.30pm
    • Lunch Break

 

    • 1.30pm – 3.00pm
    • Building A Vision For Your Insurance Business 2
      “ Exploring Events For Client / Prospect Acquisition and Retention”

 

    • 3.00pm-4.30pm
    • The UnConquerable Financial Consultant / Agency Leader
      “Exploring Insurance Centric Amplifiers To Propel Prospecting, Sales Generation and Referrals”

 

    • 4.30pm to 5.00pm
    • Tea Break

 

    • 5.00pm to 5.30pm
    • Participants Experiences Sharing Sessions
      – “ Guest Speaker 1 “

 

    • 5.30pm to 6.30pm
    • Guest Speaker Panel Sharing Session

 

    • Finale Wind Down Dinner / Special Mentions and Awards
    • Gratitude Session

Here Is What You Get

Promotional Price

$595

SECURE YOUR PLACE FOR

3-Day
Your Unconquerable Insurance Business Retreat

Fill out the following form and a Program Consultant will reach out at a time convenient for you.

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.

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.

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.

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.

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.

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