Welcome to Learn Level Funding UNIVERSITY

Stop Losing Cases (and Looking Dumb) Because You’re Afraid of Level Funding.

How to go from confused and fumbling to confident and delivering — even if you’ve blown    cases before.

Because the secret isn’t more quotes… it’s a proven system from the original pioneers of level funding — ATA — who’ve already made the mistakes so your clients don’t have to.

Dear Independent Health Agent,

If you’ve ever sat across from a client and couldn’t answer a simple level-funded question… if you’ve ever walked out of a meeting feeling like you looked unprepared… if you’ve ever lost business to a broker who seemed more confident — this will be the most important page you read this year.

The Ugly Truth No One Else Will Say

• Truth #1:     Not knowing level funding is costing you real cases — and income.
• Truth #2:     Big carriers love it when you stumble, because it keeps the surplus in their            pockets instead of your client’s.
• Truth #3:     Confidence wins business. If you can’t answer questions, your client      senses it instantly — and you lose.

The New Way: Become a Main Street Maverick

Level Funded University is the only broker training program built by the OGs of level funding. We’ve been returning surplus to Main Street employers for decades — longer than most of your competitors have even been in the business. We’ve already made the mistakes you’re making now, so you don’t have to.

In plain English, LFU is a series of short, bite-sized modules (10–15 minutes each) that walk you step by step from confused and fumbling → to confident and delivering. Complete it in 60 days, and you’ll never look dumb in front of a client again.

What You’ll Get Today

1. History of Level Funding — know where we came from, see where it’s going.
2. Philosophy of Insurance — grasp the deeper value our industry provides.
3. The Noble Broker — your role isn’t spreadsheets; it’s delivering access and solutions no one else can.
4. Executive Benefit Consultation Form — discovery tool that builds unique plans with      clients, not for them.
5. True Cost Calculator — show clients exactly where their money goes.
6. Great Life Calculator — map your income potential with just 30–40 cases.
7. Double Doctor Referral System — built-in referrals, mailed to you when you complete LFU.
8. Surplus Celebrator + Surplus Check System — gloves, capes, belts, and checks that make you the Main Street hero.
9. Noble Agent’s Guide & Noble Owner’s Guide — credibility-boosting tools that do the      educating for you.
10. Forfeited Funds Calculator — prove how much clients are giving away to Wall      Street.

Plus: automatic enrollment in our monthly newsletter, so you stay current with tools, trends, and surplus wins.

Why Listen to Us?

ATA has returned tens of millions of dollars to Main Street employers. We’ve trained hundreds of brokers who now confidently place level-funded cases. Every one of them was once where you are — hesitant, uncertain, afraid of looking stupid. Today, they’re winning.

Proof That It Works

“Closed 3 cases in 60 days — the scripts and calculators made me look like a pro.” — Broker, Kansas City

“I used to avoid the surplus conversation. After LFU, I led with it — and the client signed.” — Broker, Florida

What This Is Not

It’s not another carrier rah-rah. It’s not a YouTube rabbit hole. It’s not theory. It’s real-world training from the OGs of level funding, with proprietary tools you won’t find anywhere else.

Your $399 Deposit of Commitment

Here’s the deal: LFU isn’t free. It’s $399. But — complete the course in 60 days and we refund every penny. You’ll still keep 24 months of access, the Double Doctor Referral System, GA introductions, calculators, guides, and newsletter access.

Why? Because if you don’t buy in, you won’t complete it. And if you don’t complete it, you won’t value it. We’re betting on you — but you must bet on yourself.

Exactly What To Do Now

Enrollment is capped at 45 brokers per month. Once the countdown hits zero, doors close until the next cycle.
Complete in 60 days, get introduced to a GA, get your $399 back, and keep every tool for 24 months.

▶ YES — I Want to Become a Main Street Maverick

FAQ

• Q: What if I don’t have time?
  A: Modules are just 10–15 minutes. You’ll spend less time learning than you currently waste losing cases.
• Q: Will this work if I’ve never sold level funded?
  A: Yes. LFU is built for the broker who’s never sold one before.
• Q: What if I fail?
  A: If you complete the modules, you won’t fail. The confidence will show through in your very next opportunity.

P.S. Every week you delay is another case lost — and another pile of Main Street money siphoned to Wall Street. Finish LFU now.
P.P.S. Remember: only 45 brokers per month get in. Become a Main Street Maverick today — and start your climb from Fighter → Contender → Champion as you keep more dollars in your clients’ pockets.