Partner with ELM to turn expertise into bigger cases—backed by elite sales coaching, AI that handles the grind, and targeted ads, content-driven workshops, and partnerships that build reputation, bigger cases, and compounding referrals.
Elite sales training & proven tools
AI trained systems that clear busywork
Durable, high-quality demand
Selective, high-caliber network
Builders & stewards—education first, sales second.
Agent-first enablement—elite sales training, effective marketing tools, and an AI-powered workflow that clears busywork like no other insurance company.
Client impact—protect, grow, and transfer wealth for entrepreneurs and families with clarity and discretion.
HighLevel workspace—proven funnels and scripts.
Weekly mentorship & case labs—real cases, real reps.
Attorney/CPA coordination—clean, compliant execution.
Playbooks—trusts, IUL, annuities, cash-flow planning.
AI co-pilot automation—lead capture, scoring, follow-ups, appointment routing, proposal drafts, pipeline hygiene.
Targeted growth engine—targeted ads, content-driven workshops, and partnerships that build reputation, bigger cases, and compounding referrals.
Selective, high-caliber network—application required (licensing, track record, values fit).
Culture—service first—quiet excellence.
Next step—apply to begin onboarding and see if ELM is the right move.
FAQ for Agents / Finance Professionals
Who should consider joining ELM as an agent?
Ethical, growth-minded producers who value education-first and compliance.
How do you help me generate leads?
Partnerships, workshops, ads, and organic video funnels.
What’s included in your training and mentorship?
Weekly coaching, case labs, scripts, and a 30/60/90 plan.
Can I bring my existing book of business?
Usually yes—subject to carrier contracts and any non-competes.
Do you offer territory or niche protection?
Selective—performance-based protections in certain campaigns.
Do you provide a CRM, funnels, and scripts?
Yes—HighLevel workspaces, AI trained LLMs, pipelines, templates, and SOPs.
How are commissions and overrides structured?
Competitive grids with transparent written schedules—paid by carriers.
Do you help with compliance and suitability?
Yes—product training, case review, and documentation checklists.
What does onboarding look like in the first 30 days?
Licensing checks, platform setup, pipeline build, and first appointments.
How do I qualify for advanced cases and support?
Production, completed training, and consistent compliance.
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Content is educational—not legal, tax, or individualized financial advice. Legal services are provided by licensed attorneys; insurance by licensed agents; results vary by client and jurisdiction.