retreats by the insurance collective xh100

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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