With the right social media presence, your ideal clients will reach out to you seeking your help. After we polish your social media positioning, you will look like you have a business that people will want to connect with, and you will be able tap into the leads right on your social media platforms.
Messenger Coffee 
Chat
Meet Founder &
Let's Chat
We work with traditional life insurance agents who want to start their virtual life agent journey. We also work with virtual life insurance agents who want to optimize and automate their current profit plan and operational flow.
Stacie L Daniel
Founder
Messenger Coffee Chat
Are we a good fit?
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Get the most our of our chat
What's our chat objective:
Many agents join the industry wanting to serve their community but not sure how to do so without losing themselves in the process. We help you regain your peace of mind without sacrificing the lifestyle you're used to by integrating a virtual store of digital products and back office automations.
We believe you should get PAID for the financial literacy that you teach and presell your leads and prospects BEFORE you meet!
Many insurance professionals partner with us seeking to maintain their community impact while simultaneously strengthening their financial foundation both in business revenue and personal wealth management. Ultimately, achieving the peace of mind long lost from the traditional list agent overwhelm.
We help you do just that via Digital Products, Digital Marketing Agency, and Done For You Professional Services.
Messenger coffee chat
► Introduction Chat
Let's Chat! 1 on 1 Virtual Life Agent Specific
Let's see how Stacie L. Daniel can assist you in reaching your professional development + revenue goals in your life insurance business via a PAID product or service. By doing a messenger triage of your current sales, leads, & social media strategies, I can quickly see how l can assist and if we are a good fit.
The goal is to see how we can increase your revenue without increasing your workload AND increasing your quality submit business, issued policies, and referrals. without INCREASING your manual life agent sales activities via a POLISHED SOCIAL MEDIA, SALES & LEADS FUNNELS, & DIGITAL PRODUCTS!
By the end of our chat, if we agree that we are a good fit, we will determine which PAID PRODUCT or SERVICE is best for your budget, timeline, and existing skill set.
HEADS UP:
NEXT STEP OPTIONS AFTER CHAT:
There are 3 Levels of support, based on what's appropriate for your goals, experience, and budget. During our chat, we will discuss what's best based on my professional opinion.
Below are details on each level so you have an idea of each, which are broken down for all agents, experienced agents, and new agents.
ALL AGENTS - AGENT BUSINESS AUDIT $350
Do you need a brain dump and sounding board for all things within your business?
I’m a constant reminder about how you can easily create a financial safety net in your life insurance business by including digital products, replacing the daily life insurance hustle with automations, sales funnels, and professional branding for immediate authority. Allowing you to feel like the community superhero you are!
Our goal is to create your personalized blueprint so you can implement the virtual agent business you desire. This Agent Business Audit Session is to discuss your current position, desired position, and immediate action items needed to reach your goals. You will walk away with your individualized success blueprint + profit plan.
This is perfect for the life insurance agent who wants to gain fundamental clarity within their business so they can confidently attract & convert quality prospects ready to take action and create loyal repeat clients without the overwhelm, the chase, or the back-and-forth frustration that is common in traditional life insurance hustle.
WHAT WILL YOU GAIN?
FACTS:
The road to becoming a successful life insurance agent is stressful but the journey after reaching success is overwhelming without the right systems in place.
Let's talk about alleviating the growing pains in both scenarios!!
It all starts with a Messenger Coffee Chat to see if we are a good fit.
ALL AGENTS - AGENT SOCIAL MEDIA AUDIT $350
Do you need a review of your social media professional positioning and branding?
Don’t let your branding become a hindrance to productivity and profits by trying to do it alone or worse, not professionally positioning yourself in the virtual space at all.
For financial services professionals, being attractive online means being visually cohesive and polished. When we give your social media a makeover together, we will build a unique digital experience to regularly attract & convert your prospects into clients - from websites to branded content, optimized social platforms & more.
WHAT WILL YOU GAIN?
Let's create a full report on your Facebook page or profile to show exactly what you can do to increase traffic, close more sales, or be all-around more attractive to the clients you want to work with.
It all starts with a Messenger Coffee Chat to see if we are a good fit.
EXPEREINCED AGENTS - 2 yrs licensed w/ 25 policies issued
Revenue Engine Check Up Strategy Session $997
This Sales & Lead, Business Operational Infrastructure, Profit Leads and Sales Audit Check-UP session is for agents who aren't sure what direction to take next regarding successful virtual income-producing activities, lead-generating strategies, personal & business wealth management.
For 3 hours, we work together. We roll up our sleeves and dig in EVERY corner where money might be hiding OR leaking. We spotlight what's already working (so you can do MORE of that), uncover what's secretly sabotaging your growth ( those sneaky wealth killers), and formulate your personalized roadmap that reveals your clear path to profit and peace of mind.
No more guessing if you're making the right moves & no more being the agent who does all the things. Aren't you tired?
Branding Audit + Ideal Client Messaging $3000
This branding & messaging content analysis is for agents who struggle with social media content clarity & effective virtual marketing strategies. Without being able to articulate concisely who you serve and what policy/riders provide solutions to your ideal clients' financial fears and challenges in a way that moves them to take action, your virtual life agent dream will not become a reality.
Without establishing a refined virtual presence that oozes professionalism, credibility, and positions you as a stand-out agent over all the other agents on their timeline, you'll find it impossible to consistently convert visitors into presold clients on autopilot. Aren't you tired of the traditional life insurance agent overwhelm?
The difference between sustained success and persistent struggle is in developing systems that attract and convert qualified prospects automatically, allowing you to focus on serving your clients and not chasing new leads
Let's create your virtual sales team using social media content that markets and converts for your business 24/7. #TheLifeInsuranceHustleIsDead
PLEASE NOTE: This is not the same as knowing product knowledge, unique selling proposition, PLUS age and income demographics of your dream clients.
This is what we are taught by traditional business coaches but it falls flat with our clients because they are seeking the same personal connection we are quickly able to establish over a 90-minute kitchen table sale, but without ever meeting you face-to-face.
Now, you know why your content isn't converting. Will you let me to help you create a flood of presold quality leads.
In this half VIP DAY we will give you our simple, proven framework, personalize it to your brand and business model, then CREATE your branded, professional, poised, and automated social media marketing machine for greater results requiring less effort from you. This is a 3-month project.
* Payment Installments Available - Must be paid in full before we meet*
► MESSENGER CHATS ARE FOR AGENTS READY TO TAKE ACTION AND HAVE A BUDGET AVAILABLE NOW.
NEW AGENT OPTIONS
► 
Virtual Life Insurance Agent AcademyTM
We have a BEGINNER academy for new agents or experienced agents wanting to start or enhance their virtual life agent journey! Know a little bit about social media but don't know how to put it all together, manage your time, or feel confident connecting in the virtual space? Let me show youthe time to do it right. Let me do it all for you!!
► Virtual Life Agent Template SHOP
Digital products The best way to help your community and make money in less than 24 hours. You can purchase and sell for 100% of the profit and courses you can access for Canva design hacks, agent branding, content creation, virtual sales & lead strategies, money mindset mastery, personal and business finance, and more.
New Products added quarterly!
There's nothing wrong with starting out taking baby steps.
Baby Steps Lead to Large Leaps!
► IMPORTANT ◄
There's NO REFUND on digital products due to the nature of the product and that you have immediate access.
If you're not ready to invest but need specific answers for your life insurance NOW. Review our Replay & Resource Vault linked below.