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Copyright © 2023 Retreat by The Insurance Collective
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:
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:
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:
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:
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.
Session 1: About The Insurance Business Canvas
Session 1: Getting To Know You & Your Insurance Business
Insurance Business Canvas Exercises – Build This Part Of Your Business Canvas – 15 Mins Exercise
Lunch Break
Session 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
Insurance Business Canvas Exercises – Build This Part Of Your Business Canvas – 15 Mins Exercise
Session 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