Financialize Academy
Frequently Asked Questions (FAQ)
At Financialize Academy, we provide training, tools, and strategies to help annuity and life insurance agents, as well as the agencies that support them, grow sustainably. From sales and marketing strategy to finance, technology, and entrepreneurship, our curriculum prepares you to serve clients and scale your business.
With 65% of Americans unprepared for retirement and millions lacking life insurance or adequate retirement income, the need for well-trained agents is greater than ever. The Academy equips you with proven methods, modern tools, and practical systems that make the difference.
Note: Financialize Academy provides training only. For exclusive annuity leads, life insurance leads, and the Lead Revival program, visit Financialize.com.
With 65% of Americans unprepared for retirement and millions lacking life insurance or adequate retirement income, the need for well-trained agents is greater than ever. The Academy equips you with proven methods, modern tools, and practical systems that make the difference.
Note: Financialize Academy provides training only. For exclusive annuity leads, life insurance leads, and the Lead Revival program, visit Financialize.com.
General Questions
What is Financialize Academy?
Financialize Academy is a training platform designed to help insurance agents succeed in annuity and life insurance sales, lead revival, marketing, finance, and agency growth.
Who is the Academy for?
Our courses are built for both new and experienced insurance agents, agency owners, and financial professionals who want to sharpen their skills and grow their business.
Do you provide leads?
No. The Academy provides training only. Leads are offered exclusively through Financialize.com.
Training and Courses
What courses are available?
We offer training in annuity sales mastery, life insurance strategies, lead revival, marketing, sales, technology, finance, and agency management.
Are your courses self-paced?
Yes, all training modules are self-paced and accessible online, so agents can learn anytime, anywhere.
Do you offer certifications?
Yes. Completion certificates are awarded for select programs to recognize your expertise and commitment.
Marketing Strategy
What marketing skills do you teach?
We cover digital marketing, social media, branding, and proven advertising methods specific to annuity and life insurance agents.
Do you help with recruiting marketing?
Yes. We teach best practices for marketing your agency to recruit agents, build teams, and expand your reach.
Sales Best Practices
What sales skills do you focus on?
We teach proven scripts, objection handling, virtual selling techniques, and relationship-building strategies for long-term client success.
Do you train on compliance in sales?
Yes, compliance is a core part of our training to protect both agents and clients while ensuring sales success.
Technology and Tools
What technologies do you cover?
We partner with top tech providers to train agents on sales tools, AI for sales and marketing, customer support platforms, eApps, and emerging technologies with insurance impact.
Do you teach vendor management?
Yes, we cover how to vet, acquire, deploy, and administer technology solutions for your agency.
Leads and Marketing via Financialize.com
Does the Academy provide leads?
No. Leads are offered only through Financialize.com. The Academy provides training to help agents maximize leads once acquired.
What types of leads are available on Financialize.com?
Financialize.com offers annuity leads, life insurance leads, and lead revival programs. Visit the site for details.
Finance and Accounting
Do you train on finance for agents?
Yes. We teach agents how to manage cash flow, budgeting, and best practices for 1099 income so you can sustain and scale your agency.
Do you cover accounting basics?
Yes, including tax preparation essentials and financial planning for agency owners.
Results and Impact
What kind of impact do your courses make?
What kind of impact do your courses make?
Do you focus only on annuities?
No. We also cover life insurance, Social Security planning, long-term care, and other insurance services that are critical for clients and agents alike.
Joining and Support
How do I join Financialize Academy?
Simply sign up online to access our course catalog. You’ll receive login details and can start immediately.
What kind of support do you offer?
We provide online support, a knowledge base, and access to mentors who help agents succeed.
Management and Entrepreneurship
Do you train agency owners?
Yes. Our courses cover leadership, recruiting, scaling, culture, and entrepreneurship for insurance agency growth.
Do you teach business building beyond insurance?
Yes, we provide transferable skills for management, finance, and entrepreneurship that apply to multiple industries.
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