ALIGNED
Growth Lab
What's included
Everything in Essentials
All the tools, training, and resources from the Aligned Agent Essentials program are included, giving you a complete foundation to build on.
Higher-Level Trainings
Go deeper with advanced strategies, scripts, and techniques designed to elevate your skills and accelerate your results.
Additional Client Presentations & Deliverables
Access polished, ready-to-use client materials that make it easier to explain concepts, build trust, and close more business.
Full CRM & Automation Capabilities
Streamline your business with advanced CRM features and automated workflows that save time, improve follow-up, and scale client management.
Built-In Funnels
Plug-and-play marketing funnels designed to capture leads, nurture prospects, and convert them into clients.
Pre-Built Website
Launch your online presence quickly with a professional, ready-to-go website tailored for agents.
Discounted Custom Website Build-Out
Upgrade your brand with a customized website at a discounted rate, designed to fit your exact business needs.
Affiliate Masterclasses (Hosted on Website)
Access exclusive affiliate-led masterclasses covering proven tactics and strategies—available directly through your platform.
Monthly Client Newsletter
Stay top of mind with a done-for-you newsletter packed with financial insights and updates you can send to your clients each month.
IUL Exposed Book Forward Offer ($10,000 Value)
Receive a forward offer in the IUL Exposed book—positioning you as a trusted expert. (Minimum 250-book order required.)
52-Week Action Item List
Follow a full year of guided action steps to keep you focused, accountable, and consistently moving your business forward.
Monthly Optional Accountability Calls
Join group calls for coaching, accountability, and peer support to keep your momentum strong.
Upcoming Add-Ons
1 Paraplanning Case per Month
Work with one of our certified paraplanners to build out a custom client presentation designed to maximize your chances of success.
Discounts on Approved Lead Sources
Get access to exclusive discounts on vetted lead sources to keep your pipeline full.
Round-Robin Lead Generation
A portion of monthly program costs is reinvested into generating leads, with distribution on a round-robin basis among participating agents.
📌 This program is highly feedback-driven. We’re always adapting, improving, and adding new resources to give you the best possible chance to succeed.
Everything for the aligned growth lab
