Training & support.
Training here isn’t a single course — it’s a coordinated system: product education, sales development, technology and workflow, mentorship, case support, and ongoing guidance. It prepares you; it doesn’t guarantee licensing, appointments, production, commissions, or income.
Independent contractor · Commission-based
One coordinated system, not a single course
Development at Heirstead isn’t one class you finish and move on from — it’s built from several connected parts working together over time, for as long as you’re an active agent.
- Structured Learning
- Product and sales curriculum covering what to know and how to say it.
- Practical Application
- Live call coaching, shadowing, and real-case practice.
- Mentorship
- Direct, ongoing access to guidance from someone with field experience.
- Tools & Technology
- CRM, quoting, and e-application systems that keep you organized.
- Case Support
- Help structuring more complex client situations.
- Continued Development
- Guidance that continues past onboarding, not a one-time packet.
Three pillars of agent development
Training doesn’t just teach products — it builds complete, confident insurance professionals. Depth of mastery depends on your own study and repetition; this describes the curriculum, not a guaranteed outcome or a fixed completion time.
Product Mastery
Deep knowledge of every product in your arsenal — because clients buy from agents who understand, not just sell.
- Term, Whole Life, and IUL explained
- Final Expense and Mortgage Protection
- Annuities and Retirement products
- Living Benefits and Rider structures
- Carrier-specific product deep dives
- Underwriting guidelines by carrier
Sales Mastery
Scripts, objection handling, and presentation skills built from a legacy of what actually works in the field since 1973.
- Needs analysis conversation frameworks
- Proven appointment-setting scripts
- Objection handling word-for-word
- Presentation and proposal skills
- Live role-play and call reviews
- Closing strategies that respect clients
Technology & Systems
Modern insurance runs on smart tools. We train you on the platforms that keep you organized, efficient, and professional.
- CRM setup and pipeline management
- Multi-carrier quoting software
- E-application portals by carrier
- Policy tracking and renewal management
- Digital marketing and social media tools
- Video consultation and remote sales tech
Not just training. Real mentorship.
Most agencies hand you a PDF and wish you luck. We do it differently. With Heirstead, you get access to the entire family’s institutional knowledge — on demand.
- 01
Weekly 1-on-1 Calls
Dedicated weekly call time with Joshua to review your pipeline, work through challenging cases, and strategize on your next week.
- 02
Ask Anything Policy
Text, call, or email Joshua directly — no question is too small or too complex. Get a real answer from someone with real field experience.
- 03
Family Knowledge Network
Complex case? Tap into three generations of insurance expertise. From Aflac leadership to legacy planning specialists — we’ve seen it all.
Never stare at a blank calendar again
One of the biggest fears new agents have is: “Where do I find clients?” Here’s the system we give you to help answer that:
- Digital Lead Strategies: Facebook, Google, and social media ad systems to generate inbound leads for your niche markets.
- Referral System Training: Build a referral machine from your existing client base. The best lead is a referred one.
- Marketing Asset Library: Pre-designed flyers, brochures, email templates, and social posts — done for you, branded for you.
- Niche Market Playbooks: Specialized strategies for veterans, truckers, mortgage protection, and high-net-worth clients.
These are tools, training, and strategy — not a guaranteed lead volume, exclusive leads, a guaranteed advertising budget, or a promised number of appointments. Applying them, and running the resulting business, remains the agent’s responsibility.
The same system, two starting points
Training and support work differently depending on where you’re starting from.
New to Insurance
- Licensing guidance
- Product foundations
- Sales foundations
- Technology setup
- Mentorship from day one
- Learning expectations paced to your progress, not a fixed calendar
Already Licensed
- Expanding product and carrier familiarity
- Case design support
- Workflow and technology refinement
- Sharpening existing sales practices
- Mentorship for more complex client situations
- Broader client-service capability
What Heirstead may provide, and what remains yours
Training, mentorship, and tools are provided — how you apply them, and the results you produce, are yours to own.
Heirstead may provide, where applicable
- Training and structured education
- Ongoing mentorship
- Technology and workflow tools
- Case support
- Marketing resources and strategy
The agent remains responsible for
- Completing and maintaining required licensing
- Ethical conduct and compliance
- Consistent activity
- Practicing and applying what’s taught
- Client service
- Personal business results
Training is the beginning of the system, not the end of it.
Mentorship, technology, and case support continue well past onboarding — this is an independent-contractor, commission-based opportunity, not a guarantee of income.
Independent contractor · Commission-based