Contact Us:

Producer Path Bundle Enrollment

Sales & Diagnostics Bundle

Pair a stronger diagnostic conversation with the day-to-day sales system producers need to keep clients moving.

The Diagnostic Framework + The Sales System

Sales & Diagnostics Bundle course thumbnail 1Sales & Diagnostics Bundle course thumbnail 2
$797regularly $994Save $197

This bundle connects the front-end consultative process with the business rhythm behind it. Producers learn how to diagnose client needs before recommending solutions, then support that process with activity discipline, follow-up, pipeline management, and practical sales habits.

  • Structured discovery, client problem diagnosis, and recommendation readiness
  • Second-appointment framing, client movement, and follow-up language
  • Pipeline discipline, outreach rhythm, CRM habits, and producer business systems

For pre-launch purchases, enrollment is recorded now and course access is released during the launch access window.

14-Day Money-Back Guarantee. To qualify for a refund, you must complete Module 1 of the course you purchased within 14 days of your purchase date and submit a refund request in writing to [email protected]. Refund requests are reviewed within 3 business days. No refunds will be issued after 14 days, for non-engagement, upon completion of the full course, or without verified module completion.

© Copyright 2025. Money Tree Tax & Insurance Strategies.

Contact