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Life Licensed Training

Welcome and Congratulations!
You’ve taken a huge step by earning your life insurance license—and now, you’re in the right place to grow your business, career, or side income. Everything you need to succeed, serve families, and build something meaningful is right here. Dive in, follow the system, and unlock your full potential.

YOUR ROADMAP TO RESULTS

STEP 1

LEVEL UP
ACADEMY

STEP 2

JOIN POWER HOUR

STEP 3

TEAM CAPTAIN

STEP 4

ELITE TEAM

STEP 5

REGIONAL VICE PRESIDENT

Start with our Licensed Agent Fundamentals Training — designed to get you in the field quickly, build confidence, and help you start producing results fast.​

Earn your first leadership stripe by becoming a Team Captain and setting the pace for others to follow.

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Plug into Level Up Power Hour — our secret sauce for staying sharp, consistent, and competitive.

 

Experience the culture, community, and coaching that drive results.

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Join the Elite Travel Squad and experience an all-expense-paid trip to mastermind, recharge, and celebrate the rewards of your hard work.​

Achieve RVP and officially step into business ownership. This contract gives you full control — you're no longer just building a team, you're building an enterprise. This is your vehicle to legacy, freedom, and leadership at the highest level.

FUNDAMENTALS & THE SECURITIES LICENSE

MASTER THE FUNDAMENTALS

The key to winning is mastering the fundamentals. Watch these core training videos, apply what you learn in the field, and sharpen your skills through real experience. 

GET SECURITIES LICENSED

Get your securities license as soon as possible. RVP's must be fully licensed to qualify for promotion, and this license is essential for growing AUMs and serving clients at the highest level. 

The information provided on this website is intended solely for educational and training purposes for independent agents associated with Level Up Financial Group. This site is not affiliated with, endorsed by, or representing any specific insurance or financial services company. All content reflects the values, training philosophy, and guidance of Level Up Financial Group and should not be construed as advice or recommendations from any third-party organization.

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