Attention Insurance Agents & Brokers:

Join us at the 5th Annual

[R]EVOLUTION RETREAT:

"Insurance Sucks. Let's Fix It!"

Join the movement of ‘revolutionary’ brokers that are learning, adapting and growing to bring solutions and strategies to their accounts. Learn how to Cure the Pain of Employee Benefits one account at a time.

Early Bird Offer Expires Soon!

Phoenix, AZ | January 15–17, 2025

A Manifesto for Brokers:

The [R]Evolution HAS BEGUN

Employee benefits are broken.

The United States healthcare system has spiraled out of control. The cost of healthcare has outpaced wages for decades now.

Employees used to be able to get high-quality care at an affordable price, with a reasonable copay and deductible. Now every year it gets harder and harder for ordinary, hard-working Americans to afford basic healthcare.

It also gets harder for employers to provide good healthcare to their employees.

Most small and medium-sized business leaders are good-hearted people who want the best for their employees. They want to provide health insurance. They want to provide employee benefits. But with the cost of benefits accounting for as much as 40% of total employee compensation, it’s no longer an easy decision.

Employers are hurting. Employees too.

Employers sit down at the table with their broker. They gasp at the numbers on the papers the broker pushes toward them. “Our rates are going up again? And by how much?”

The broker replies, “Sorry. Rates are going up for everyone. I’ve shopped around, and this is the best we can do.”

So the business owner—who’s already pinched—is forced to choose. To choose between paying more just to keep the same quality of care, or slashing benefits in order to avoid a ridiculous premium increase.

Employers get a raw deal, because they can’t provide their employees with good health benefits at a price they can afford.

Employees get a raw deal, because they are asked to pay more for premiums, pay more out-of-pocket, get fewer benefits, and have less access to care.

Do you know the definition of the word “revolution”?

Look it up in the dictionary and here’s what you see:

revolution [rev-uh-loo-shuhn ]

noun

an overthrow or repudiation and the thorough replacement of an established … system by the people governed.

It’s time for a revolution in employee benefits.

The system is a mess. Incremental tweaks won’t fix it. The status quo is irreparably broken.

For too long, brokers have gone through the motions. They:

• Shop around for the “best rate.”

• Deliver a series of confusing spreadsheets with 15 different plan designs.

• Ask that most unhelpful question: “So what do you want to do?”

• Put the onus on the small business leader to pick the least worst option—one that satisfies neither of them nor their employees.

It’s time for a revolution in employee benefits. And…

It’s time for revolutionary brokers to make it happen.

What’s the difference between a status quo broker and a revolutionary broker?

Status Quo Broker

Revolutionary Broker

Status Quo Broker

Revolutionary Broker

Deliver bad news and rate increases.

Deliver strategies and solutions.

Deliver bad news and rate increases.

Deliver strategies and solutions.

Confuse your client with endless spreadsheets.

Help your client understand with a simple, clear, focused approach.

Confuse your client with endless spreadsheets.

Help your client understand with a simple, clear, focused approach.

"Shop" rates > offer stock solutions > prepare for another rate increase

WOW your clients with a simple, straight-forward, common sense approach to designing benefits. WOW them.

"Shop" rates > offer stock solutions > prepare for another rate increase

WOW your clients with a simple, straight-forward, common sense approach to designing benefits. WOW them.

Bore employees with presentations.

Educate using Jack & Jill Selling & Adult Learning

Bore employees with presentations.

Educate using Jack & Jill Selling & 'Adult Learning'.

Make hardly any difference versus any other broker.

Be the ONLY brok er solution that offers such a well-defined Benefits Experience.

Increase your earnings by increasing your clients cost of insurance - until they cancel or find a broker willing to help.

Explode your earnings by providing far more value than you ever have.

Broker, you must evolve.

“Shopping around” doesn’t cut it anymore.

Compared to 2018, today’s employers pay 33% more for the exact same coverage. Inflation, costly medications, and chronic diseases are all to blame.

Smaller employers want to offer health insurance benefits. Larger employers must offer health insurance benefits. With rates skyrocketing, offering employee benefits becomes more of a burden for businesses every year.

Businesses pass on many of those costs to their employees with higher premiums, higher deductibles, decreased benefits, and less access to care.

This is unsustainable. Something must change. And not a small change.

Are you really any different than other brokers?

You have an insurance license. You say you care about helping people. You say you want to make a difference.

But are you bringing anything different to the table compared to other brokers? Or are you just bringing bad news and putting lipstick on a pig?

Do you only deliver rate increases? Or do you deliver creative strategies and solutions?

Is there any differentiator between you and every other broker who’s shopping the same logos across the industry?

Broker, listen up: 'negotiating' the increase from 28% to 'only' 11%...

It's unsustainable.

You know it.

Now learn what to do about it.

If the best you can do is research with an aggregator site and present a bunch of complicated spreadsheets that all come down to the same thing—“Your premiums are going up and there’s nothing you can do about it”—then you’ll be irrelevant soon.

A revolution is coming in how employee benefit plans are built and delivered. You can join the revolution and evolve alongside it. Or you can stick with the status quo and become a dinosaur.

(Remember what happened to the dinosaurs?)

You got into employee benefits

to help people, right?

You’ve seen how it’s life-changing for everyday hard-working Americans to have access to affordable high-quality healthcare when they’re in need. Maybe you or your family members have been on the receiving end of such care due to accident, injury, or illness.

Let me say this as clearly as I can:

You cannot help employers and employees by continuing to do what you’ve always done as a broker.

The system is broken. Healthcare costs are spiraling out of control. Employees are stuck with less access at higher cost.

The only people who can fix this mess are evolved brokers offering creative solutions.

If you really want to help people, you must evolve.

America’s businesses need evolved brokers. Brokers who are passionate about driving solutions for decision-makers and employees.

Brokers who provide solutions and strategies—not just spreadsheets and rate increases.

Your choice: Evolve your skill set to deliver more value to your clients. Or watch a next-generation broker swoop in and take your clients away.

It’s time to join the revolution.

I’m sick of the status quo. Are you?

There’s one place where brokers who are dedicated to joining the revolution and evolving their skill set gather each year:

[R]Evolution Retreat.

Hear from [R]evolution Retreat's Past Attendees

[R]Evolution Retreat’s agenda is 3 days of intense growth.

[R]Evolution Retreat is not an “inspirational” gathering. Oh, there will be inspiration. But [R]Evolution Retreat is three days of intense training to level up your skills in lead generation, decision-maker meetings, plan design, benefit communication, back office support, white glove service, and more.

DAY 1 - Wed, Jan 15:

We are at WAR

The American Dream and financial well-being of our friends, families and the owners and employees we work so hard to protect is being attacked. We are going to break down the US Healthcare system into its 3 parts and understand how to play offense.

On Day 1 you’ll:

• Realize how the industry has changed (and it’s not your fault)

• See WHAT is happening in the marketplace and WHY it’s hurting your business

• Understand what to do when change is necessary but terrifying

• Learn the 3 key parts of the US Healthcare System

• Understand the history of healthcare, how we got here as a nation and the battle plan to serve our clients at new levels

Day 2 - Thur, Jan 16:

Develop Your

Strategic Battleplan

This is where the rubber meets the road. You are an insurance agent by trade… entrepreneur by choice… sales ninja by evolution. Skillset will push you into the Top 10% of agents in your geography. Many of our returning brokers have tripled (or more) their book of business & profits by understanding how to work smarter & provide more value.

On Day 2 you’ll:

• Overhaul your plan design to deliver more value (because money follows value)

• Learn the 8 secrets of ninja sales success (these secrets led my team to produce more than $50 million in insurance sales)

• Join the revolution of how employee benefits are built, educated, enrolled, and supported for businesses all across the USA

Day 3 - Fri, Jan 17:

Your Unfair Advantage

There are 902,700 Life & Health insurance agents & brokers in the USA (Insurance Information Institute, 2022). A tiny fraction of those agents are willing to make the time & financial commitment necessary to become who they need to become in order to make the impact they claim to want to achieve.

But not you.

Day 3 is going to introduce you to vendors, technology, systems and processes that are the stuff dreams are made of in the insurance world.

On Day 3 you’ll:

• Design an automated follow-up and lead nurture system currently getting open rates in the 60% range and CTR simply unheard of in marketing circles.

• Peek inside the only CRM for insurance agents that I don’t want to smash with a hammer (I know you hate your CRM, I did too)

• Learn how to expand your Back Office Sales Support so you can sell more with less paperwork

[R]Evolution Retreat has workshops you actually want to attend.

The workshops are on topics like:

How to generate leads

on demand.

How to run discovery meetings that convert.

How to build a benefits package that removes the confusion and frustration.

How to create an open enrollment experience your account will never forget.

How to blow your account’s mind so you get more referrals than ever.

How to create a flywheel inside your business so you never run dry.

Expert Speakers. Real Experience. Relevant for Our Time.

I’ve assembled the vanguard of the revolution to deliver training that is utterly unlike any you’ve heard before from carriers or marketing organizations.

Zak Harlow

The Sales Ninja & Founder of The Benefit Doctor

REVEALED: The Insurance Sales Playbook I Developed and Deployed over 20 Years of Building Insurance Sales Teams

Anthony Pacheco

BenDoc VP of Strategy

Not Your Grandma’s Insurance Strategy: How to Build Risk Pools and Diversify Group Risk for Captive Self-Funded and Level-Funded Insurance

Brian Hanley

BenDoc VP of Product Development

Prospects to Profit: Secrets to Maximize Your Field Efforts, So Contacts Become Clients Fast, from a 24-Year Industry Veteran

Greta Dean

16 Years of Experience Running Insurance Back Offices

The B.O.S.S. Back Office: How to Run an Effective Back Office, So Clients Get White-Glove Service and Salespeople Are Free to Focus on Sales

Trey Sheneman

Former Marketing Director for Dave Ramsey

LinkedIn for Insurance Sales: How to Reach C-Level Decision Makers in 30 Minutes a Day

Your Peers

The Real Heroes of This Retreat

They’ll share their best secrets, tips, and practical advice on what’s working right now in the day-to-day world of insurance sales.

Look, you can put this off until another year. But…

The revolution is happening. If you don’t evolve along with it, you will be left behind. You will become irrelevant.

Small business owners are fed up. They’re aching for real solutions. They’re crying out for someone to show them a better way to deliver employee benefits that don’t break the bank and are actually good for employees.

The brokers who gather at [R]Evolution Retreat are answering that call. We are responding to those business owners. We are showing them a better way, a more affordable way, a more high-quality way.

Your clients deserve a next generation broker.

Either you can be that broker—or you can be replaced by someone who is.

You can skip the [R]Evolution Retreat if you’re perfectly happy with the status quo.

If you think your job is to deliver rate increases once per year while offering lame excuses, please stay away. You’re not the sort of broker I want to work with.

But if you got into insurance because you really believe in helping people…

And if that flame hasn’t sputtered out over the years…

And you’re open to learning about new and radical and exciting ways to change the lives of employers and employees across this great nation…

Then I want to see you at the [R]Evolution Retreat.

We are a training ground for the revolution.

[R]Evolution Retreat is boot camp for the vanguard of next-generation brokers. This industry is survival of the fittest—and we intend to be the fittest.

[R]Evolution Retreat will ruffle your feathers. It will make you uncomfortable. It will challenge how you thought employee benefits were “supposed to work.”

We are no friends at the status quo.

[R]Evolution Retreat will open your eyes to ways of designing plans you never knew existed. Ways of getting meetings with decision makers that you thought were impossible. Ways of getting endless referrals, because you blew your accounts’ minds.

After [R]Evolution Retreat, your life will never be the same. (That’s what revolution means.)

Revolutionary brokers will gather in Phoenix, AZ in January 2025.

Join us.

BLACK FRIDAY / CYBER MONDAY BONUSES

Exclusive Triple Bonus Pack for the First 10 Who Register

BONUS #1

Professional Headshot Photo Session

($300 value)

Are the photos on your website out of date? Has your social media image been static for far too long? Prospects struggle to take you seriously when your photos are tacky or poorly lit. Get a FREE professional photo session, in-person at the [R]Evolution Retreat.

BONUS #2

“Leads from LinkedIn” Online Course

($500 value)

BONUS #3

LinkedIn Live Makeover

($200 value)

That’s an additional $1,000 of marketing resources FREE to you when you’re among the first 10 registrants for the 2025 [R]Evolution Retreat.

Register for [R]Evolution Retreat Today

Your Ticket Includes:

• 3 day full access

• Welcome reception

• Workbook

• Conference lunches

• Snacks & drinks

• Event swag

$1,497

$1,197 Early Bird

Early Bird Offer Expires Dec 2, 2024

Only 30 Early Bird Tickets Available

Your Ticket Includes:

• 3 day full access

• Welcome reception

• Workbook

• Conference lunches

• Snacks & drinks

• Event swag

$1,497

$1,197 Early Bird

Early Bird Offer Expires Dec 13, 2024

Only 30 Early Bird Tickets Available

A [R]Evolutionary Guarantee

I Offer a [R]Evolutionary Guarantee So You Have No Reason to Miss This Event

You’ll walk away with proven strategies worth over $40,000 to your business, or we’ll refund your ticket on the spot if you’re not fully satisfied by Day 2. That’s how sure we are you need to be here. From cutting-edge tactics to million-dollar connections, this event delivers value you can’t afford to miss.

“After my first Revolution Retreat, I made the leap and became a broker. A year later, I can confidently say it was the best decision for my career and my clients.”

Kelly Mack - South Carolina

“The [R]evolution Retreats that I've been at have been second to none in the entire industry. The energy, the education, the skill set and knowledge base that you gain off of these conferences will change your business.”

Anthony Pacheco - Arizona

“I was working hours and hours and hours, losing myself in the business. These [R]Evolution Retreats taught me how to be better at my job, giving me more time with my family.”

Chelsea Johnson - Wisconsin

Flight and Hotel Info

Fly into Sky Harbor International airport (served by all major airlines). We recommend you fly in the day before the event (Tuesday January 14) and fly out the day after (Saturday January 18). You will not need a rental car; the hotel is a 10-minute Uber or train ride from the airport.

[R]Evolution Retreat will take place at the Residence Inn by Marriott hotel in downtown Phoenix, AZ. You can reserve a discounted room for around $259 per night; we will email you the reservation link once you secure your ticket. Free hot breakfast included.

A Letter from [R]Evolution Retreat’s Founder, Zak Harlow

If you think your job is to deliver rate increases once per year while offering lame excuses, please stay away. You’re not the sort of broker I want to work with.

But if you got into insurance because you really believe in helping people…

And if that flame hasn’t sputtered out over the years…

And you’re open to learning about new and radical and exciting ways to change the lives of employers and employees across this great nation…

Then I want to see you at the [R]Evolution Retreat.

A Letter from [R]Evolution Retreat’s Founder, Zak Harlow

If you think your job is to deliver rate increases once per year while offering lame excuses, please stay away. You’re not the sort of broker I want to work with.

But if you got into insurance because you really believe in helping people…

And if that flame hasn’t sputtered out over the years…

And you’re open to learning about new and radical and exciting ways to change the lives of employers and employees across this great nation…

Then I want to see you at the [R]Evolution Retreat.

Event Sponsors

A huge shout-out to the sponsors of [R]Evolution Retreat 2025: