Retire & Protect Network
For Real Estate Agents & Loan Officers
Add a protection + retirement revenue stream to your real estate/mortgage business. Learn the scripts, compliance steps, and workflows to write your first policies, serve clients better, and feed more mortgages.
Who this is for
- Real estate agents and loan officers in multiple states who want a compliant, repeatable protection + retirement offer inside their existing business.
What you get inside (free)
- Weekly live Deal Clinics: submit cases, get answers fast.
- “Start Here” training: licensing roadmap, first-policy play, calendar templates.
- Scripts & assets: compliant talk tracks, co-branded materials.
- Partner wins wall: see what’s working now.
How to start (do these 2 today)
- Post your intro using this template: market/state, current volume, licensing status, goal for next 90 days.
- Watch “Start Here: First Policy in 7 Days” and complete the checklist.