Equip Your Financial
Practice Today
Apply for Advisor Strategy Lab membership. Tell us about yourself and your organization — we'll review your application and reach out about whether you qualify for a complimentary membership.
Five Resource Areas, One Membership
Your membership brings together the Agent to Advisor sales process with practical tools, training, and resources—so you can lead more confident client conversations.
Agent to Advisor
Build a repeatable sales process—from the first conversation to presenting recommendations and guiding next steps.
Calculator Lab
13 interactive calculators with step-by-step training to illustrate financial concepts and make client conversations more meaningful.
Strategy Library
Explore selected sales strategies, practical applications, and examples to help you connect concepts to client needs.
IUL Design Lab
Strengthen your understanding of IUL product design and illustrations through training and practical case examples.
Marketing Tools
Access resources and services to help you attract prospects, communicate your value, and start conversations.
Masterclass Training & PDF Guides
Per-calculator video walkthroughs and downloadable client guides.
Presentation Mode
Clean, distraction-free sharing during in-person and virtual meetings.
Direct Advisor Support
Priority ticket channel with Merle Gilley and the Strategy Lab team.
Ongoing Updates Included
Every future calculator release and content update is included.
Complimentary Membership Review
We review each application and respond about your qualification.
No Long-Term Commitment
Keep access through your paid-through date with no contract lock-in.
All five areas work together inside one membership—not separate products or separately priced offers.
Apply for Membership
Submit your details below — we'll review and contact you about qualifying for a complimentary membership.