UPCOMING EVENTS

FEBRUARY 24-25 2025

THE SEVEN FIGURE PLAYBOOK

Elevate Your Agency to Seven Figures with The Seven Figure Playbook!

Date: February 24-25, 2025
Location: The Greatness Factory, Nashville, TN

Join us for The Seven Figure Playbook on February 24-25, 2025, at The Greatness Factory in Nashville. This exclusive two-day event, led by industry experts Chase Gruening of COACHG, Christian Brindle, and Glen Shelton of Seven Figure Medicare University and Lead Heroes, will equip you with proven strategies and actionable insights to scale your insurance agency to seven figures. Don’t miss this opportunity to learn from the best and connect with like-minded professionals dedicated to achieving exponential growth. 

Seats are limited, so secure your spot today!

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CROSS-SELL KING

Date & Time: Thursday March 13th - 10AM - 3PM CST
Location: Virtual

  • Unlock the secrets to maximizing every client relationship through effective cross-selling. In this exclusive bootcamp, COACHG will break down proven strategies to boost revenue by teaching you how to offer clients multiple policies that truly meet their needs. This live, interactive session is designed to help you:

    • Master the art of cross-selling with confidence
    • Increase client value and retention
    • Learn real-world tactics from a multiple 7-figure agency
IN-PERSON: $497
VIRTUAL: $97

CHALK TALK

Date & Time: Thurs. March 20th - 10AM - 3PM CST
Location: Live at The Greatness Factory in Nashville, TN + Virtual Option

  • Step into the huddle for the first-ever Chalk Talk event—a one-day, action-packed experience where industry leaders break down their playbooks and share the strategies that have driven their success.

    This exclusive event brings together some of the sharpest minds in the insurance industry:

    • Joseph Pate (Medicare Joe): The go-to authority on Medicare solutions, known for his ability to connect with clients and grow a high-performing team.
    • Matt Temmen (Missouri Medicare Advisors): A trailblazer in building an agency that thrives through innovation, culture, and client care.
    • Justin Thomas (Insurance Advertising Masters): A powerhouse in marketing and lead generation, helping agencies scale with precision and profitability.
    • Chase Gruening: CEO of Gruening Health and Wealth and founder of COACHG. A visionary leader who transformed a solo insurance agency into a thriving, multi-seven-figure business by mastering processes, training, and cross-selling.
CHALK TALK - IN PERSON ($497)
CHALK TALK - VIRTUAL ($297)

THE PLAYBOOK MASTERMIND - DESTIN

Dates & Times: Wed. April 23rd at 4pm - 
Location: Destin, Florida

  • WHY ATTEND?  Ask anyone who attended last year—this event is a complete game-changer! Designed specifically for Medicare and retirement planning professionals, The Playbook Mastermind is your chance to:

    • Innovate your strategies.
    • Dominate your market.
    • Grow alongside a community of ambitious leaders.
LEARN MORE ABOUT OUR STRATEGY SESSION ON THE SHORE HERE