Curriculum

At Basler Academy we help agents and their team members find the money for larger life premiums which in turns protects clients and their families and as a husband and father of two that's why we do what we do.

The concept is pretty simple—we build tool boxes, no not a physical one but quite literally we build a revised process for the model already built in your agencies. We take your process and weave our knowledge and experience into your existing agency. Designed to meet any experience level (scratch agency to decades of experience) we help you navigate financial processes to make sure you are working smarter not harder.  

Curriculum is just a fancy way of saying “here’s the nuts and bolts” of just a fraction of what we LOVE to teach and help our agents and their teams implement into everyday practice which includes:

  • easier processes and simpler ways to use agency systems
  • best practices from initial contact to building long-lasting relationships with clients
  • financial education mindsets- to help clients with financial literacy and planning
  • networking opportunities to connect with other agents and team members