Comprehensive Training

Gain insights on mindset, objection handling, necessary activities, and scripts

Expert Guidance

Learn from industry professionals to excel in the Syndicate Financial Ecosystem

Success Strategies

Acquire the skills and knowledge required to thrive in the insurance sales industry

About the Course

This course is designed for both new and experienced life insurance agents seeking to excel in selling Mortgage Protection life insurance. From mastering the right mindset to handling objections effectively and utilizing proven scripts, this course covers everything you need to succeed in the Syndicate Financial Ecosystem. Enroll now to unlock your potential and elevate your sales game!

Our Purpose and Mission

Faith. Family. Business. Before every big project, we take a moment to pray and align our purpose. We believe the best way to serve God is by building something meaningful — creating success that allows us to give back and impact the communities we love.

Course Curriculum

8 Chapters · 69 Lessons

  1. 1

    Start Here!

    1. (Included in full purchase)

      Intro To Syndicate Financial

    2. (Included in full purchase)

      Creating Your Agent Account

  2. 2

    Orientation & Foundations

    1. (Included in full purchase)

      Lesson 1 - Welcome & Success Critiera

    2. (Included in full purchase)

      Sign Acknowledgement of Standards

    3. (Included in full purchase)

      Lesson 2 - Syndicate Tools and Terminology

    4. (Included in full purchase)

      ChatGPT Underwriting Guide

    5. (Included in full purchase)

      Quiz 1

    6. (Included in full purchase)

      How to Use Insurance Toolkits

    7. (Included in full purchase)

      Quiz 2

    8. (Included in full purchase)

      BONUS VIDEO: The Mentee and Mentor Perspective

  3. 3

    Appointment Setting

    1. (Included in full purchase)

      Lesson 3 - Mortgage Data Script (Set Appointment - First Contact)

    2. (Included in full purchase)

      Mastering Mortgage Protection Appointment Setting

    3. (Included in full purchase)

      Mortgage Data Script

    4. (Included in full purchase)

      RolePlay Mortgage Data Script

    5. (Included in full purchase)

      Quiz 3

    6. (Included in full purchase)

      Lesson 4 - Confirmations & Reminder SOP

    7. (Included in full purchase)

      Create and Setup Your Calendly

    8. (Included in full purchase)

      BONUS VIDEO: Cam and Nik Talk about New Agents

  4. 4

    Appointment Flow and Closing

    1. (Included in full purchase)

      Lesson 5 - Mortgage Protection Script

    2. (Included in full purchase)

      Mastering the Mortgage Protection Script

    3. (Included in full purchase)

      Cam and Nik Roleplaying Part 1

    4. (Included in full purchase)

      Cam and Nik Roleplaying Part 2

    5. (Included in full purchase)

      Mortgage Protection Script

    6. (Included in full purchase)

      Audio RolePlay of the Script (3-5 mins)

    7. (Included in full purchase)

      Quiz 4

    8. (Included in full purchase)

      Lesson 6 – Presenting Silver/Gold/Bronze Options

    9. (Included in full purchase)

      Creating Gold, Silver, and Bronze Options

    10. (Included in full purchase)

      Case Study

    11. (Included in full purchase)

      Quiz 5

    12. (Included in full purchase)

      Lesson 7 – Objections & Tie-Downs

    13. (Included in full purchase)

      Cam and Fred Handle Objections Part 1

    14. (Included in full purchase)

      Cam and Fred Handle Objections Part 2

    15. (Included in full purchase)

      Respond to Objections

    16. (Included in full purchase)

      BONUS VIDEO: Cam and Fred Talk About New Agents

  5. 5

    Term Products & Mock E-Apps

    1. (Included in full purchase)

      Lesson 8 - Term Carriers Overview

    2. (Included in full purchase)

      Insight with Cam on Term Carriers

    3. (Included in full purchase)

      Match 3 Clients to the Correct Product

    4. (Included in full purchase)

      Quiz 6

    5. (Included in full purchase)

      Lesson 9 - Term Mock E-Apps

    6. (Included in full purchase)

      Kansas City Life E-App

    7. (Included in full purchase)

      American Amicable E-App

    8. (Included in full purchase)

      Legal and General E-App

    9. (Included in full purchase)

      Review Each E-App Document

    10. (Included in full purchase)

      BONUS VIDEO: Cam and Fred Talk Policy Reviews Part 1

    11. (Included in full purchase)

      BONUS VIDEO: Cam and Fred Talk Policy Reviews Part 2

  6. 6

    Final Expense Products & Mock E-Apps

    1. (Included in full purchase)

      Lesson 10 - FEX Carriers Overview

    2. (Included in full purchase)

      Equity Vs. Amortization Calculator

    3. (Included in full purchase)

      Insight with Cam on FEX Carriers

    4. (Included in full purchase)

      Match 3 Clients to the Correct Product

    5. (Included in full purchase)

      Quiz 7

    6. (Included in full purchase)

      Lesson 11 - FEX Mock E-Apps

    7. (Included in full purchase)

      Combined Mock E-App

    8. (Included in full purchase)

      American Home Life Mock E-App

    9. (Included in full purchase)

      Mutual of Omaha E-App

    10. (Included in full purchase)

      Review Each E-App Document

  7. 7

    Schedule, Mindset & Discipline

    1. (Included in full purchase)

      Lesson 12 - Running Your Syndicate Schedule

    2. (Included in full purchase)

      Nik and The Importance of A Schedule

    3. (Included in full purchase)

      Upload Your Personal Weekly Schedule

    4. (Included in full purchase)

      Lesson 13 - Mindset and Discipline

    5. (Included in full purchase)

      Advice From Patrick Bet David

    6. (Included in full purchase)

      Write 3 Strategies for Staying Disciplined

    7. (Included in full purchase)

      BONUS VIDEO: Cam and Neesa Talk about New Agents

    8. (Included in full purchase)

      Final Exam

  8. 8

    Integration & Unlock

    1. (Included in full purchase)

      Lesson 14 - Leadership 1-on-1 Call

    2. (Included in full purchase)

      Book Your Leadership Call with Cam

    3. (Included in full purchase)

      Book Your Leadership Call with Fred

    4. (Included in full purchase)

      Book Your Leadership Call with Neesa

    5. (Included in full purchase)

      Book Your Leadership Call with Nik

    6. (Included in full purchase)

      Lesson 15 - Access Unlocked

What People Are Saying

Discover how this course is transforming the way agents sell Mortgage Protection life insurance

”
This program completely changed how I approach mortgage protection. The structure, training, and clarity gave me the confidence to help families and actually build a business — not just sell policies.
— Jordan M., Licensed Agent

Ashland, Kentucky

”
"Joining Syndicate was the best decision I’ve made for my career. The LMS made it easy to understand every step — from learning the products to actually helping real families. I didn’t just find a company; I found a purpose."
— Hannah S., New Agent

Lake Charles, Louisiana

”
"The program walked me step by step from brand new to fully producing. It’s faith-driven, clear, and powerful. Syndicate has built something special — a system built on purpose."
Brandon Brikho - Mortgage Protection Specialist

Rochester Hills, Michigan

”
Syndicate’s LMS isn’t just training — it’s leadership, mindset, and real systems that work. I finally feel like I’m part of something bigger, with a team that truly wants me to win.
— Alyssa T., New Agent

Traverse City, Michigan

Ready to Elevate Your Sales Skills?

Enroll today to unlock the secrets of successful Mortgage Protection sales and excel in the insurance industry

Enroll Now