The $10M Blueprint – Mining Your Book for Gold

Most life insurance agents are constantly hunting for the "next" lead, often overlooking the massive opportunity sitting right in their current filing cabinet.

Last year, Charles Durfee wrote $10M in annuity business, and he didn't do it by chasing strangers. He did it by circling back to his existing book of business, performing high-level policy reviews, and using the power of storytelling to make complex products simple.

We want to show you exactly how he did it. Join the Charles Durfee for a special three-part "Coffee with Closers" series starting April 9th. We’re breaking down the exact tools and talk tracks Charles used to turn existing relationships into massive production.

The 3-Part Series Schedule

• April 9th:  The Policy Review Goldmine
  • Learn how to approach your current book of business without feeling "salesy." Charles will show you how to identify which clients are overdue for a check-in and how to position a policy review as a massive value-add.
• April 16th: The Tools of the Trade
  • We’re going hands-on. We’ll walk through the Meeting Agenda and Asset Inventory Sheet Charles uses to uncover hidden assets and identify gaps in a client’s current life and annuity coverage.
• April 23rd: Closing with Stories
  • Facts tell, but stories sell. Charles will share his proven storytelling techniques that help clients finally "get" the value of annuities and life insurance, moving them from "I'll think about it" to "Where do I sign?".

What You’ll Walk Away With:

• A repeatable system to find new premiums within your existing client list.
• The exact Meeting Agenda and Asset Inventory Sheet used for $10M in production.
• Storytelling frameworks that simplify annuities and life insurance for every client.

Don’t leave your best business sitting in a drawer. Let’s get back to basics and elevate your production for 2026.