Producer Path Enrollment - Course 02 of 06
The Diagnostic Framework
Learn how to slow the sales conversation down and diagnose what is really happening in a client's financial life before recommending products.
Course 02: The Diagnostic Framework
$597 one-time
The Diagnostic Framework trains producers to spot the problem behind the product request. It gives structure for uncovering tax exposure, income gaps, under-protection, dead money, market risk, missing pension income, business-owner complexity, and multi-problem households.
- 12 diagnostic lessons for Producer Path students
- A repeatable diagnostic conversation model
- Client scenarios for tax, protection, income, market risk, and business-owner needs
- Second-appointment structure so recommendations feel earned instead of forced
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.
