Contact Us:

The Producer's Path — Money Tree Strategies

Who This Is For

Built for producers at every stage

Brand New Producer

You just got your license and don't want to waste years piecing together what should have been taught from day one.

Experienced but Stuck

You've been producing for a few years but income has plateaued. You're losing deals you should win. You know it's not the product.

Ready to Pivot

You specialize in IUL or annuities and want to serve high-income clients — but you can't speak the tax language their CPAs speak. That's costing you deals.

What Makes This Different

Diagnosis before prescription

Most producer training hands you a product and sends you out the door. The Producer's Path is different. You'll learn how to diagnose a client's full financial picture — tax exposure, income gaps, and retirement risks — before you ever mention a product. That's the skill that builds a real practice. If you can't explain it simply, you probably don't understand it deeply enough.

R

Hey, I'm Ruth.

You landed here for a reason. Maybe you're brand new and trying to avoid learning everything the hard way. Maybe you've been in the business for years but still feel like something's missing. Or maybe you're at a point where you know it's time to do this differently.

Before this industry, I spent 25 years in accounting and tax. That gave me a different lens — a way of taking complicated tax and financial concepts and breaking them down so they actually make sense. If you can't explain it simply, you probably don't understand it deeply enough.

When I got licensed, I went looking for training that connected tax strategy to insurance design in a real, practical way. It wasn't there. So I built what I wish had existed — because producers need more than product knowledge. They need to understand the structure behind the strategy.

Enrollment Options

Choose the path that fits your next stage of growth

Choose an individual course, bundle, or complete Producer Path option. Individual courses and bundles route to checkout; the complete Producer Path launch list opens in a popup so you can receive Founding Member details before public enrollment.

Individual Courses
Course 01
Nobody Told Me That
Everything they should have told you on day one. Finally.
7 Modules $297
Enroll Now
Course 02
The Diagnostic Framework
Stop guessing. Learn to diagnose the full client picture before recommending a single solution.
12 Modules $597
Enroll Now
Course 03
IUL Producer Mastery
A deeper, strategy-based understanding of IUL so you can present it with confidence and clarity.
14 Modules $497
Enroll Now
Course 04
Annuity Producer Mastery
The full annuity training built for producers who want practical mastery, not surface-level scripts.
14 Modules $497
Enroll Now
Course 05
The Sales System
A repeatable process from first conversation to close, so your sales process becomes teachable and consistent.
12 Modules $397
Enroll Now
Course 06
The Retirement Income Architecture
The capstone course that pulls the full strategy together for advanced client conversations.
12 Modules $597
Enroll Now
Save with a Bundle
Courses 3 + 4
Product Specialist Bundle
For producers who want stronger product confidence across both IUL and annuity conversations.
$797$994
You save $197
Get Bundle Access
Courses 2 + 5
Sales & Diagnostics Bundle
Build the client conversation, the diagnosis process, and the sales structure together.
$797$994
You save $197
Get Bundle Access
Courses 2 + 6
Advanced Practice Bundle
For producers ready to move from better conversations into full retirement income strategy.
$997$1,194
You save $197
Get Bundle Access
All-Access Options
Founding Member

Complete Producer Path at the Founding Member Rate

All 6 courses in one purchase at the lowest public rate. No subscriptions. No renewals. Immediate access inside the membership portal.

$2,480 retail value
$1,297
You save $1,183 and keep permanent access.
Join Waitlist

Founding Member pricing is limited. Standard all-access pricing applies after the launch window closes.

Evergreen Access

Complete Producer Path

If the Founding Member window has closed, the full curriculum remains available as the standard all-access offer.

$1,997
$2,480
Join Waitlist

What You Receive

Everything included with your enrollment

  • Immediate access to all included course materials
  • Self-paced delivery inside the membership portal
  • Interactive training content and tools
  • Upgrade options from single-course purchases into full access

For Teams and Agencies

IMO / Agency License

Need multi-seat access for your agency or IMO?

Licensing is handled by application so the right training access and seat structure can be configured for your team.

  • Private approval process
  • All 6 courses included after approval
  • Seat-based rollout for your agents
Request Agency Access

Course access is delivered through the Money Tree learning portal after checkout. If you are unsure where to start, begin with the Founding Member offer or contact Ruth directly for agency licensing questions.

© Copyright 2025. Money Tree Tax & Insurance Strategies.

Contact