The Life Insurance Agent's Playbook: Master the Advisor Model
FREE ON-DEMAND TRAINING with Mark J. Kohler
The life insurance path to building an advisory practice, going beyond commissions, and owning the client relationship for financial stability & success.
In this on-demand webinar training, the #1 Tax & Legal Expert in the Nation opens up his personal playbook and teaches you:
- How to get PAID like a financial professional (even if you’re "just" an insurance agent).
- How to OWN the client relationship and eliminate the need for a middleman.
- How to become a Certified Tax Advisor and achieve recurring revenue for your practice
- The 3-step system to build a profitable, scalable practice that supports your insurance goals.
- How to stand out from the competition (most agents don’t offer tax strategy).
- How to maximize tax savings and wealth building for clients.

Register today and take the first step toward a more profitable, sustainable practice with the life insurance agent's playbook: master the advisor model. 👉
Mark J Kohler Has Been Featured In







The Life Insurance Agent’s Playbook for Financial Stability & Success
Life Insurance Agents, ask yourself…
- “Are you tired of chasing policies just to keep the lights on?”
- “Are you frustrated with client roadblocks and torpedoed deals?”
- “Does your income feel more like a rollercoaster than a rocketship?”
You’re not the only one. As keeper of the playbook, Mark challenges you to become the starting quarterback for your clients & business…and this is your next-level training camp. It’s time to put real points on the board!
Many Life Insurance Agents are experiencing the same struggles:
Had a bad month ➡️ Your income DROPS.
Need a vacation ➡️ NO commissions, NO paycheck.
Clients trust their CPA or Attorney over you ➡️ Deal LOST
Right now, your income may be 100% dependent on selling policies—and that’s a problem.
âś… What if you can flip the script?
✅ What if you could double-down on yourself and 3x your income—without selling more policies?
It is possible…and Mark J. Kohler has the formula!
Mark J. Kohler's numbers speak for themselves
Watch for a sneak peek of the webinar
Watch our teaser video for a glimpse into the inspiring information in this on-demand webinar about the life insurance path to building an advisory practice.
Frequently asked questions
Who is this webinar for?
This is for licensed life insurance agents who:
- Struggle with inconsistent cash flow and want recurring revenue
- Are tired of CPAs, attorneys, and other gatekeepers blocking deals
- Want to own the client relationship instead of waiting for referrals
- Are ready to level up their business and get paid like a real financial expert
What will I learn?
- Three major hurdles holding life insurance agents back—cash flow instability, client funnels, and “torpedoes” from other financial pros—and how to overcome them.
- The step-by-step game plan to becoming a Certified Tax Advisor and adding a whole new revenue stream to your business.
- How to package and price tax advisory services so you’re earning predictable, recurring income (instead of just waiting on commissions).
- The key to positioning yourself above CPAs and attorneys—so your clients come to you first, every time.
- How to build a thriving, sustainable practice that feeds your life insurance business instead of forcing you to constantly chase new policies.
Do I need to be a CPA, EA, or financial advisor to do this?
No! You do NOT need to be a CPA, attorney, or licensed financial advisor. This system teaches you how to become a Certified Tax Advisor—a designation that does NOT require additional licensing, but gives you the ability to offer advisory services and generate consistent income.
How long is the webinar?
The webinar is on-demand, meaning you can watch it at your convenience. The full training runs for approximately 45 minutes.
How much does this webinar cost?
Nothing! This webinar is being offered to you 100% FREE of charge. No credit cards or crypto required. Your attendance is good enough for us.