For Insurance Consultants

You Don't Need New Leads. You Need To Re-Run The Numbers On Clients You Already Have.

A 3-hour workshop on the optimization method that gets your existing clients higher coverage and lower premiums — and turns that conversation into more business, without ever asking them to pay more.

Tuesday, 25 August 2026 · 10am – 1pm · Face-to-Face · Speaker: Shayne Teo

Used by advisors who've since hit their first MDRT, COT & TOT

Pricing

Come with a friend. Optimization works best when you've got someone to practice with — and it's cheaper.

$97

per pax

Best Value

$158

for 2 pax — bring a friend

Still doing this?

Chasing leads because your pipeline dried up.

Every client call is really just a pitch to pay more.

Blending in as "just another agent selling insurance."

Most Value Takes Decades. This Doesn't.

A death benefit pays out when they're gone. A retirement fund pays off thirty years from now. Most of what you sell, your client never gets to actually feel. Optimization is different — it creates value they can see today: more coverage, a lower premium, a bigger number at retirement, in the same sitting.

Most insurance & investment value

Realized decades from now

Optimization value

Realized today, in the same sitting

That's the kind of value that makes a client trust you with more of their portfolio.

Are Your Clients' Old Policies Still Worth Holding?

Most advisors never go back to check. The policies your clients bought 5, 10, 15 years ago made sense then — plenty of them don't anymore. Most advisors can't tell you which ones, or why.

Real case from training. One client, one sitting: a whole life policy plus an old investment-linked plan.

🔒 Exact structure revealed in the workshop

Coverage up. Premium down. Same client, same sitting.

Every Optimization Ends One Of Three Ways

Most advisor training and client goals are pulling in opposite directions — and clients can feel it.

How most advisors think

Get the client to buy more. More premium, more commission.

How your client thinks

Pay as little as possible for the maximum return.

Optimization is the rare conversation where both sides actually win. That's the rule:

↓

Pay Less

Get more coverage than they have today.

Pay About The Same

Get meaningfully more coverage.

↑

Pay Slightly More

Get substantially more — enough to close a real gap.

There's no fourth outcome where your client comes out behind. That's how insurance decisions get resolved — investment plan switches run on their own math, covered next.

It's Not Just Insurance

Insurance runs on the three-outcome rule. Investment plans run on a different question entirely: is the projected gain big enough to justify the move? Old investment-linked plans can quietly charge close to 2% a year in fees — most clients have no idea, and most advisors have never checked.

Real case from training: same client, switched at the right time.

🔒 Exact structure revealed in the workshop

Same client. Same premium. A very different retirement number.

Why This Builds Trust — Even When They Say No

The method is built to be neutral: show the numbers, let the client decide. That's exactly why it works as a top-of-funnel play — even a "no" leaves the client trusting you more.

Client already in your book

You run the numbers together

They decide

Trust goes up, either way

Top-ups & more business

The Numbers Get You In The Door. This Is What Keeps You There.

Your client isn't really buying coverage or returns. They're buying peace of mind — the numbers are just how you prove you gave it to them.

THe number

Higher coverage, lower premium.‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎

The Feeling

One less thing keeping them up at night.

THe number

A more cost-efficient investment plan.‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎

The Feeling

Retirement stops being a gamble.‎ ‎ ‎

THe number

More business from a client who trusts you.

The Feeling

Being the advisor people actually trust — not "the insurance guy."

What Advisors Like You Have Done With This

Do this consistently across your book, and it compounds. MDRT, COT, and TOT are the industry's biggest production benchmarks — here's what advisors hit after making this their standard practice.

10-year MDRT & COT advisor

+90%

production increase

First-ever Top of the Table

7-year MDRT advisor

+60%

production increase

First Court of the Table

Fresh graduate advisor

Year 1

in the business

Hit MDRT before his first anniversary

8-year advisor, previously stagnant

+200%

production increase

First-ever MDRT

Individual results vary based on effort and existing book size.

What You'll Walk Away With

No theory. A practical method you use on your very next client call.

The Optimization Mindset

Why protection needs peak during your clients' working years — and shrink after retirement. The "why" that kills objections before they start.

The Levers Clients Actually Care About

A simple side-by-side: what a client has today vs what's possible. Walk it through live, the same way you would with a client.‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎

An Inbound-Ready Opening Offer

Pay less, pay the same, or pay slightly more — always for meaningfully more. What makes the recommendation easy to make.

Conversation Scripts

Spot when an old investment-linked plan is quietly costing your client too much, and what a better structure looks like.‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎

Turning One Client Into Many

Why showing the numbers builds trust even when a client doesn't switch — and how that turns into top-ups and more business over time.

Live Q&A With Shayne

Bring your hardest client scenario. Solve it in the room.‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎

Event Details

Date

Tuesday, 25 August 2026

Time

10am – 1pm

Duration

3 hours, face-to-face

Venue

Pico Creative Centre, Auditorium Level 5 · 20 Kallang Ave, S339411

Speaker

Shayne Teo

Format

In-person workshop, limited seats

Who This Is For

Insurance consultants and financial advisors sitting on an existing book of clients — who want a way back in that doesn't feel like asking for more money.

Your Speaker

Shayne Teo

Head of Sales, Top-Producing Team of $23M Production in 2025

16 years in financial advisory. The strategist behind more than $100 million in lifetime sales — and every method in this session comes from cases he's actually run, not theory.

His team

73%+ MDRT · 12 COTs · 4 TOTs

Pricing

Come with a friend. Optimization works best when you've got someone to practice with — and it's cheaper.

$97

per pax

Best Value

$158

for 2 pax — bring a friend

FAQ

Will this feel like a pitch to my clients?

No. The method is built to be neutral — you show the numbers, they decide. That neutrality is what makes clients trust you more, not less.

Do I need experience running these numbers?

No. Show up — you'll practice the exact method live, on real case examples.

Is this just for insurance, or investments too?

Both. You'll leave able to review a client's insurance coverage and their investment-linked plans.

Is this online or in-person?

In-person only, 10am – 1pm on 25 August 2026, at Pico Creative Centre, Level 5 (20 Kallang Ave, S339411).

How does the "bring a friend" pricing work?

Seats are capped. That's what keeps it hands-on.

Reserve your spot for 25 August — bring a friend and pay less.

https://www.finexis.com.sg/fc-disclaimer.html

https://www.finexis.com.sg/fairdealing.html

EXO Advisory is a group of financial consultants representing finexis advisory Pte Ltd.