The greatest amount of GROWTH occurs when you get comfortable being UNcomfortable

~ Jim Effner ~

Live and Virtual Presentations

Are you ready to stop winging it and build systems in each aspect of the sales process?

Are you looking to get off the “roller coaster” and generate consistent results in your activity and production?

Are you ready to achieve transformational growth in your practice - and your income?

With his relentless passion and energy, Jim shares his most powerful, immediately-actionable sales and life insurance insights in one 45 - 120 minute jampacked session. These are proven concepts that he used to build his 30-year track record of success as an advisor, leader and nationally-renowned speaker and trainer.

Jim has one driving passion: to utilize his unique skills, talents and experience to improve the sales skills of financial reps — thereby increasing the number of lives they impact.


Presentation Topics & Overview

  • Live or virtual
  • 45 – 120 minutes depending on your needs
  • Includes Q&A session
  • Click the images below to learn more

The Power of Permanent Life Insurance

Prospecting is the biggest challenge

With unparalleled passion and conviction, Jim shares the eight specific benefits of permanent life insurance that make it the eighth wonder of the world.

Empowering Your Mindset: The Foundational Role Of Life Insurance

Prospecting is the biggest challenge

Whether you are brand new in the business or a veteran advisor, every advisor should be talking to every client about life insurance as a foundation to any financial plan. In this presentation, Jim shares why advisors should not get caught up in taking an investments first or investments only approach in their practice.

Your Beliefs Matter

Prospecting is the biggest challenge

Built specifically for multiline agents and companies, this presentations shares Jim’s three fundamental beliefs about life insurance: that everyone should have it, the living benefits are amazing, and the role of the advisor is to help their clients determine the right amount.

Bridge Your Gap

Prospecting is the biggest challenge

Taking a three-dimensional approach that touches on mindset, system and language, Jim addresses all six aspects of the sales cycle to help advisors transform their potential into performance.

The Client Connection

The client connection

This presentation will focuses on how to develop stronger relationships with your clients quickly. In particular, the two critical feelings that your clients need to have about their advisor so they are in the best position to lead their clients to total financial security.

The Art of The Ask

The art of the ask presentation

Ask great questions. Listen. Sell less. And ask even better follow up questions. These are the keys to transforming prospects to clients and exactly what you’ll learn in this top-rated presentation.

Frequently Asked Questions

Can you do live and/or virtual speaking events?

Yes, we are fully capable of doing either. Live speaking engagements can be conducted at your office or meeting space. We also have our own video studio with high-end video, lighting and audio equipment to deliver a state-of-the-art virtual speaking experience.

What is the length of the presentation?

Presentations can run between 45 – 120 minutes depending on your event logistics and needs.

What audience is intended for these presentations?

Jim’s presentations are intended for financial professionals. His topics can be tailored for career agents, independent advisors and agents in the multiline industry.

About Jim Effner

Jim Effner is founder and President of P2P Group, a company specializing sales training for financial services professionals. His mission is to help bridge the gap between financial advisors’ potential and their performance.

Prior to forming the P2P Group, Jim was Managing Partner of one of the largest Northwestern Mutual offices in the country. He built the Effner Financial Group to nearly 150 full-time and college advisors, insuring over 65,000 policyholders with a face amount of nearly $27 billion.

A Million Dollar Round Table qualifier every year he worked in the business, Jim is now a lifetime member of MDRT. He was a three-time Recognition Dinner/Forum qualifier, which represents the top 5% of all Northwestern Mutual advisors. In fact, he was the youngest person to make Forum the first two times he qualified. As a new advisor, he led his region in 1990, 1991 and 1992, placing runner-up in the Bronze and Silver awards, and 3rd in the Gold.

Jim has overcome numerous life challenges, including losing his hearing just 30 days after taking his Managing Partner contract. He brings his commitment to excellence, his passion, energy and conviction – along with his perspective of 30+ years in the industry – to every aspect of his business.

A graduate of Valparaiso University with a degree in finance and economics, Jim has exemplary credentials in all facets of the industry – including sales, management and training.

Jim lives in Aurora, Illinois. He and his wife, Lynn, have three children: Brittney, Brianna, and Bryce.

Book your event today! Call (630) 423-7047 or click the button to get in touch.