Learn the Products You Sell — From an Agency Owner Who Sells Them
Most agents get handed a rate sheet and told to go sell. The Training Academy gives you 7+ hours of structured video training across IUL, GUL, Annuities, Term, and Whole Life — plus carrier-specific walkthroughs on building real illustrations — taught by a trainer who owns and runs a seven-figure insurance agency. It's where every LIFEWiZE agent starts, for $97 a month.
Get Started — $97/mo$97/month. Cancel anytime.
Training Academy
Course Library
7+ hours across every product line
Training Academy
Course Library
7+ hours across every product line
7+ Hours of Real Product Training - interactive demo
Structured tracks across every product line you'll be asked about, broken into short lessons you can finish between appointments.
IUL, GUL, Annuities, Term, and Whole Life — how each product actually works, who it's right for, and how to explain it to a client in plain English.
Not a motivational speaker and not a compliance video. Every lesson comes from a trainer who owns a seven-figure insurance agency and still writes business.
Courses are split into focused videos with your progress tracked automatically, so you can pick up exactly where you left off between appointments.
Carrier Tutorials
Screen-share walkthrough
Choosing index allocations
Building an accumulation-focused IUL illustration
6-part series
Carrier-Specific Illustration Training - interactive demo
Product knowledge is only half the job. Watch a producer build a real illustration inside the carrier's own software, field by field.
Screen-recorded walkthroughs for carriers like Allianz and Midland National / North American — from logging in to producing an illustration you can put in front of a client.
Every carrier portal works differently. These tutorials show you which inputs matter, which defaults to change, and the spots where new agents quietly lose deals.
Stuck on a case at 9pm? Jump straight to the carrier tutorial you need instead of waiting on a rep to call you back.
Quizzes & Badges
Indexing Quiz
Question 2 of 10What does the 0% floor on an indexed account actually protect against?
Final Assessment
50 questions
Unlocks at 100% course progress
Badge Progress
Novice → Pro → Master
Quizzes, Assessments, and Badges - interactive demo
Watching videos doesn't make it stick. Every track is built to test you and prove what you actually know.
Short quizzes sit alongside the videos they belong to, so concepts like indexing, riders, and cost structure get tested while they're still fresh.
Each course closes with a full assessment covering the entire track. Pass it and you know you've genuinely learned the product, not just clicked through it.
Finish a course and the badge lands on your profile — Novice, Pro, then Master — a visible record of what you've completed.
My Notes
Notes Library
Download PDFExport Preview
1 of 4 notes selected — exported as one PDF.
Notes You Actually Keep - interactive demo
A notebook built into the training itself, not a separate app you'll forget you opened.
A notes editor sits right beside the lesson. Capture the exact wording, numbers, and objection handles you want to remember without leaving the video.
Every note is filed under the course it came from, so months later you can find what you wrote about index caps or riders in seconds.
Export any set of notes into a single PDF — your own cheat sheet to print, keep on your phone, or pull up right before an appointment.
Practice real-world scenarios with AI, receive instant feedback, and become a closing machine.
Seamlessly sync with Google and Outlook Calendar, manage availability, and never miss an important meeting.
A thriving community of insurance professionals sharing insights, celebrating wins, and building relationships.
Actual platform features may look different.