TOPIC 1

Become an Artificial Intelligence expert user

• Prompt Engineering:

  Master the art of crafting effective prompts and learn how to ask AI the “right way” to get the precise responses you need. This skill is a total game-changer in how you use AI! We’ll provide ready-to-use, specialized prompts designed to save you countless hours while leveraging powerful AI models like ChatGPT, Gemini, Claude, and other LLMs.

  From policy comparisons and compliance checks to portfolio analysis, financial, tax, and estate planning, and market strategies, you’ll unlock the ability to tackle even the most complex decision-making tasks with ease.

  Plus, we’ll reveal 100+ jaw-dropping ways to use AI that no one else has told you about—practical, innovative, and ready to implement. This is the essential skill every professional must master in the age of AI—and you’ll be leading the way!

• All the AI app and softwares you need to know: We’ll introduce you to the best AI apps, tested and proven relevant to our profession, with step-by-step tutorials to make them easy to use. You will become the AI wizard!From building a free website or creating stunning videos in minutes to designing your very own interactive AI clone avatar—and soooo much more!!

• Make Chat GPT sound like you: Learn how to train the new GPT models to copy your OWN unique communication style, ensuring personalized and authentic interactions and not generic answers! Make your AI content undetectable!

• Build an AI chatbot in under 30 minutes: You can create a chatbot that answers questions, schedules appointments, and service clients 24/7. I’ll guide you through the simple steps to have your own chatbot working for you.

• Build Your Own GPT for Clients: You will learn how to create your own GPT, send it to your customers with just a link as your personal chatbot, and you will impress them incredibly! Always, whoever does things first wins multiple!

• Build your own advisory board: We will show you "how to train" your GPTs to give you advice on every aspect of our profession. They will work 24/7 for you. Marketing or Business strategy, prospecting, legal and compliance and so many other advisors, and even create your own personal AI coach!
•  Explore Advanced AI Tools: There is more than ChatGPT. Learn how to use advanced AI tools such as Claude, Gemini, LlAma, and many others that most professionals don't know, expanding your capabilities in AI applications.

• You own AI Assistant: Create an AI assistant and let him deal with the boring everyday tasks that "kill" your productivity!

• AI sales and service Chatbot Creation: Develop and deploy AI chatbots for customer service and sales on your website, saving valuable time and even replacing you at the 1st appointment or automating routine interactions. Go directly to the second appointment, and close the policies!
• Avatar Clone Content Creation: How many times have you dreamed of having a duplicate of yourself to enhance your work capacity? NOW IT'S POSSIBLE! Clone yourself and unleash the potential of an Avatar Clone to generate content for you, eliminating the need for time-consuming video shoots while maintaining a consistent and professional image. Make clients and prospects wonder how you do it!
• LIVE Interactive Avatar clone: Elevate client engagement with the creation of a LIVE avatar chatbot, providing a dynamic and interactive experience for your audience. They will literrally speak with you!
• Personalized Video Production: Send a video newsletter to your clients and prospects and personalize it with your AI avatar and in every video you will mention the name, the company, the place, or whatever other information you want different in every video, only by creating one single video. Your clients will think that you shot the video only for them and they will be impressed!

And so many more that can't fit in a curriculum description!! We would need a whole e-book!

TOPIC 2

Setup your own Studio for digital success  

• Stop boring zoom meetings and give the client a digital experience:

  Say goodbye to boring Zoom and Teams calls! Elevate your meetings into memorable digital experiences that leave a lasting impression. Stand out from the competition by hosting sessions that are truly “out of this world.” 

  We’ll guide you step-by-step on how to create a professional, engaging setup - studio with low budget that captivates your clients. Your meetings will have them talking—with enthusiasm—to others about your unique approach. Your reputation will precede you, attracting new prospects and boosting your closing ratio like never before. Clients won’t just attend—they’ll keep coming back for the experience

• Cost-effective Solutions: Learn how to set up a professional broadcasting studio without breaking the bank. Discover affordable equipment and free software to elevate your digital presence. Your followers and your competitors will wonder how you are doing it!
• Multipurpose Studio: Leverage your studio for various purposes, including webinars, client meetings, and content creation. Put your reputation ahead and build a strong personal brand! It will be your most important competitive advantage!

TOPIC 3

AI Prospecting - Find hundreds or thousands of new prospects

• Discover over 10 powerful and innovative ways to use AI and digital tools to find and connect with prospects like never before:

   1. AI-Powered Webinar Prospecting: Learn how to attract your target market to your webinars and turn them into booked appointments—more than you’ll know what to do with!

   2. Mastering Social Media Groups: Unlock the secrets to leveraging social media groups for prospecting while avoiding the common mistakes that lead to zero results. Done right, this can be one of your best prospecting methods!

   3. AI Lead Generation Systems: Tools like Apollo.io will help you identify thousands of new leads. Combine them with AI-driven email sequences to approach prospects with ease and precision.

   4. AI Profiling Tools: Personalize your approach with insights from clients’ social media behavior, tailoring your outreach to resonate on a deeper level.

   5. AI Voice Cloning for Calls: Imagine your AI voice clone making hundreds of calls every day, booking appointments for you effortlessly. We’ll teach you how to program this powerful tool step by step.

   6. Landing Pages That Work While You Sleep: Create stunning, free landing pages that capture thousands of new emails, nurture those leads, and convert them into appointments. We’ll show you the entire strategy, from start to finish.

   

  And that’s just the beginning! These tools and techniques will give you more prospects than you ever thought possible, while ensuring your reputation travels ahead of you. The result? A skyrocketing closing ratio and unparalleled production growth. With AI prospecting, the future is yours!

TOPIC 4

AI & Content Marketing

If they can see you - They can trust you!

Create Amazing Content—Easily and Affordably 

• Say goodbye to expensive digital agencies! We’ll teach you simple, powerful techniques to become a content superstar and make your presence shine online. It’s easier than you think!

   • Bulk Content Creation: Learn how to create 90 posts in less than 10 minutes with AI tools. Imagine having 3 months’ worth of daily posts ready in no time, keeping you at the top of your clients’ minds effortlessly.

   • Video and Audio Content Creation: Discover how to create professional-grade video and audio content that attracts hundreds of new clients. With AI apps, you’ll shoot like a pro, edit with ease, and even create videos just by using prompts. The power of visual and auditory storytelling has never been this accessible!

   • Podcast Channel and Blog Setup: Break into the podcasting world or launch a blog to share your unique insights. We’ll even show you how to create a podcast without recording—just text! It’s so simple, you’ll be ready to become the next Joe Rogan in no time.

  Get ready to stand out, engage your audience, and build a brand that turns heads—all without breaking a sweat!

TOPIC 5

AI & Social Media Marketing

• Leverage the full potential of social media: Learn the secrets that most of professionals don't know and become a master of social media by learning strategies for prospecting and increasing production across all social media platforms. Be a star of insurance industry on FB, Linkedin, Instagram, TikTok
• Social Selling: Understand how to effectively use social media and getting REAL results on prospecting and building a unique personal brand. Just posting content about insurance or investments is not enough and won't get you results! There is another secret strategy and you are about to learn it...!

TOPIC 6

AI & E-mail Marketing

• Discover how to grow your email list by thousands and effortlessly turn new prospects into loyal clients with our easy, actionable steps!

   • Convert Leads into Clients: We’ll teach you the secrets to transforming cold leads into engaged prospects—and then into paying clients—through the power of email.

   • Craft Irresistible Emails: Learn the art of writing attention-grabbing subject lines and compelling email content that inspires action. This is “The Copywriting Art”—made simple and practical just for you!

   • Drive Real Results: With the right email marketing strategy, you’ll boost your open rates, increase conversions, and create a steady flow of opportunities.

   

  Ready to become an email marketing pro and see results you never thought possible? Let’s get started!

TOPIC 7

NFC cards technology & VR tech

• Create your own NFC cards and impress : Go beyond basic contact sharing! Learn to program your own NFC cards—no third-party software needed—to unlock endless possibilities and impress clients with next-level innovation. We will show you how to "write" your own NFC cards to do so much more!
• Learn how to use an NFC writer: It costs less than 30 usd and you can program the cards to have a chatbot, or your AI clone avatar or even force the mobile of your contact to open and send you an email. The ultimate networking tool in order to be able to follow up and not lose the contact in the hundreds of contacts in your mobile! 
• Client NFC card: Give clients instant access to their policy details with a simple tap. Be the first to innovate and deliver this seamless, high-tech experience!

• NFC power in your hands: You can turn your NFC cards to a powerful networking and branding tools in a different way that al the others do! You will be impressed and you will impress!

• Transform Meetings with VR & AR: Learn how to host stunning 3D meetings with VR headsets and captivate tech-savvy clients and the next generation. We’ll show you how to leverage this cutting-edge approach to stand out and make a lasting impression!

• Story telling and branding with VR in another level: Learn how to use a VR headset to transform client experiences. Whether in your office or at an appointment, showcase a pre-recorded pitch or immerse clients in the benefits of a product. Let them feel the impact—and leave knowing you’re an advisor ahead of your time, someone they’ll rave about to everyone!

TOPIC 8

AI & Automation.

• Automate and win: Learn how to set up automated systems that handle repetitive tasks like sending reminders, updating client databases, or managing schedules. Discover tools like Zapier and Make.com and how they can seamlessly connect your apps to save time and reduce errors.

• Combine AI & Automation for Maximum Impact: Discover how to integrate AI and automation to create workflows that not only run on autopilot but also think for you. For example, automate client follow-ups while using AI to analyze engagement patterns and prioritize high-value opportunities and so many more!

  These practical strategies and tools will help you save time, improve client experiences, and increase productivity—all while maintaining the human touch that sets you apart.

TOPIC 9

IFAAcademy's secret sauce

• Mindset of the New Phygital Insurance Advisor: Embrace the mindset needed for success in the digital and physical realms. Knowledge without the right mindset will not take you far!

• Time Management Strategies in the Digital Era: Learn strategic time management tools and techniques for the new digital era. Avoid the "new distractions" and stay focused on your targets. We will also recommend using the right software (most of them free) to become the most productive version of yourself! You will achieve in a matter of hours, what used to extend over several days in the past!

• Cross-selling & upselling: Impress your clients, make them 100% loyal, make them want to recommend you to others, be their holistic advisor and raise your productivity and portfolio through a unique cross-selling and upselling strategy. 

• CRM Utilization: Efficiently use a CRM, to make the most of your approaches. Use the specially designed IFAAcademy AI CRM for insurance professionals or another of your choice.

• Neuroscience & Behavioral Economics. Handle objections and close the policy with science: Understand the psychology behind client interactions. Close the deal easier, and handle objections (not through tricks or outdated phrases but by proactively ensuring that clients have no objections in the first place). YES! IT IS POSSIBLE!

• Working Systems: We'll combine all the strategies into one easy work system. You'll feel in control of your destiny in this new digital era. Get ready to take charge!

• Go Beyond Technology: High tech yes - But also High Touch. The real game-changers in the coming years will be those who not only master technology but also use it to free up time for vital skills like creativity, building relationships, integrity, and developing a unique, captivating brand personality. We'll share a unique strategy that's beyond technology, setting you on the path to achieve your wildest goals. Get ready to redefine success!

Let's start this amazing journey to the new era together hand by hand for success beyond any imagination!