March 17th @ 10AM Arizona Time Zone
Factum Whole Life Insurance Mastermind
Discussion Topic:
23 Behaviors that Make Up a Million Dollar Month – Part 2
Common Problems
Most Life Insurance Agents Struggle with 3 Critical Areas:
Lack of Leads
Not knowing where or how to find the right people.
Lack of Processes
No structured system for contacting, follow-up, and conversion.
Lack of Messaging
Unclear messaging that doesn’t build trust or create action.
At Factum, we're changing that.
We’ve built a proven system that gives agents the tools, structure, and confidence they need to succeed, without spending years trying to figure it out on their own.
Want to Learn More?
Join us for a live, interactive training designed to give you real, actionable strategies to generate leads, master the art of contacting and follow-up, and build a client process that creates long-term success.
Track Record of Success
Kyle Fuller and Wade Borth, two industry leaders who have a proven track record of success, will walk you through exactly what’s working today for the most successful agents.
Families
2,120
Served
Created
$756 Million
in Protection & Legacy
Maintained
99%
Client Renewal Rate
New Discussion Every Month!
Finding Speaking & Networking Events
Strategies to position yourself as the go-to expert in your community.
How to Generate Leads
Proven strategies to fill your pipeline with quality prospects.
Winning by Noon
Our signature contacting method that sets up your entire day for success.
Building Your Database
How to grow, track, and manage your contacts to maximize conversions.
The 5 Areas of Life
How we use spiritual, personal, financial, occupational, and family conversations to build deeper client relationships, uncover what truly matters to them, and help them clarify their vision for the life they want to create.
Factum's Laws of the Pipeline
The step-by-step process for effective contacting and follow-up once someone enters your database.
The Factum Way
Our client process built on education and relationship-building that creates long-term loyalty.
The Factum Five
The five most important financial questions you need to ask every client to build Tough Money.
The Power of Education
Why education is the best way to sell and how to integrate it into your client process.
Meet Your Instructors
Kyle Fuller
Kyle started in life insurance in 2013, but was overcome by the power of Infinite Banking the following year and has been practicing ever since. He founded Factum Financial in 2018, a life insurance agency that, to date, has served over 2,000 families and created over $756,000,000 in legacy for future generations. Today, Factum has a strategic partnership with Keller Williams, giving us the exclusive educational rights to teach whole life insurance and foundational wealth to their Wealth Building Community. As an authorized Infinite Banking Practitioner, he specializes in working with big business owners and families who are looking to create private banking systems. Kyle is passionate about empowering his clients through education about money. He believes that life includes 5 Areas: Spiritual, Personal, Family, Financial and Occupation, and the purpose of winning financially is to fund your missions and ambitions in the other Areas of life. Kyle’s mission is simple: to empower families and business owners to take control of their financial futures by using strategies that build legacy, independence, and purpose. With a focus on education, Kyle and his team are dedicated to guiding clients toward a prosperous future that supports their life’s ambitions in all areas of life
Wade Borth
Growing up on a farm in North Dakota, it wasn't until personal tragedy struck Wade as a young boy that he found the value and importance in life insurance. He decided he wanted a career where he could make a difference in people's lives and leave an impact. Ultimately, this decision led him to life insurance, Nelson Nash, and the Infinite Banking Concept. Wade is now a seasoned financial expert who is having more fun helping thousands of people take control of their financial lives with a profound commitment to long-term thinking. With an impressive track record spanning over three decades in the financial planning industry, he has been instrumental in guiding numerous clients towards their financial goals and fostering the growth of multi-generational wealth. Wade’s approach is rooted in understanding, empathy, and action as he recognizes that each client's needs are unique. Whether he's crafting tailored insurance solutions or imparting invaluable insights to fellow agents, he prioritizes empathy, transparency, and honesty in every interaction. Beyond serving his own clientele, Wade has a passion for training, mentoring, and coaching the next generation of agents. Recognizing the impact of a good mentor, he loves sharing his wealth of knowledge and expertise with aspiring agents, guiding them towards success in an industry where personal values are paramount. Wade enjoys working with people whether a client or agent who wants to reach their maximum potential so they can leave a lasting impact on their families and communities.
FAQ
Common Questions
&
Attendance Requirements
What are the Attendance Requirements?
No cost, just community. This class is completely free to attend, but there’s one catch—you must bring another life insurance agent who is at a similar production level to you.
Why do we need to bring another life insurance agent?
Growth happens in community. The best conversations and insights come from agents who are actively working through the same challenges and opportunities. By bringing someone in your circle, you’re not only strengthening your network but also contributing to a higher-level discussion that benefits everyone in the room. Think of it as your ticket to the conversation—no payment required, just a commitment to learning and growing together.
Who should attend?
This class is for life insurance agents who want to break out of survival mode and build a business that works. Whether you’re new to the industry or a seasoned agent looking for better systems, this training will transform the way you approach sales, marketing, and client relationships.
Don't Miss Out!
This masterclass is free, but space is limited. Register now to reserve your spot and start building a business that lasts.
