Workshop Reviews

If you would like to register for an upcoming workshop click on Pricing and Order Form above.

"Patrick Kelly does an incredible job of bringing a fresh perspective on how best to add value to our client relationships." -- Personal Review – Agent

"The concept of tax-free retirement is exciting and will help me advise my clients on their retirement. I recommend the seminar for anyone who sells life insurance!" -- Personal Review – Agent

"Great workshop--looking forward to putting what I learned today in motion." -- Personal Review – Agent

"Simple! Simple! Simple! Concepts I can put to use immediately. Money well-spent!" -- Personal Review – Agent

"I am an 18-year agent and this workshop has done a better job of explaining the nuts and bolts of life insurance than any previous class. Thank you!" -- Personal Review – Agent

"I can now work smarter, than harder! This is so simple! It makes so much sense. It is only a matter of educating our clients on the concept. I will go back and review my own plan first!" -- Personal Review – Agent

"Patrick takes a complex concept, makes it easy to understand and easy for us to explain to our clients." -- Personal Review – Agent

"Time well-spent. I leave the workshop with a desire to learn more. The online support will provide this." -- Personal Review – Agent

"Patrick took concepts that I knew and not only simplified and clarified them for me but taught me how to simplify and clarify those concepts for my clients and thus have a much more effective presentation." -- Personal Review – Agent

"I read the book in 3 days and began using the concepts. I have converted several terms and working on a $2500 a month premium UL." -- Personal Review – Agent

"Knowledge is power. This workshop gave me both and confidence to sell this concept to the right client." -- Personal Review – Agent

"The workshop was awesome. Patrick was able to simplify the concepts down to communicate to customers and potential prospects. I expect to soon get an R.O.I. Thanks for coming to North Carolina." -- Personal Review – Agent

"An agent friend of mine in NY highly recommended your workshop to me. I am so thankful that I listened to his advice. I plan on "passing it forward" to other agents. Great workshop!" -- Personal Review – Agent

"Patrick, I have owned a UUL for 5 years now. It has motivated me to contribute more to my own." -- Personal Review – Agent

"Here's a five hour presentation that can provide a life-time of knowledge for anyone in our industry. If you are not certain you understand the many benefits of permanent life insurance--beyond death benefit--commit to this 5 hours." -- Personal Review – Agent

"As a new agent you have given me great tools to help me tell the story and concept to clients. Easy, simple format I will put into action." -- Personal Review – Agent

"I really enjoyed the workshop! It was simple and easy to understand. I appreciate your knowledge!" -- Personal Review – Agent

"Patrick, I would recommend this book and workshop to any new agent, like myself starting out in the business. I have learned to take what are perceived to be complicated concepts and make them simple to understand for our policy holders! I plan on using the book and workshop concepts for the rest of my career." -- Personal Review – Agent

"This workshop will sharpen skills you've had for years, but were never really taught a simple way to use with everyday policy reviews. You will be fully charged to get back and meet with a client right away. Simple strategies that can and will work." -- Personal Review – Agent

"Patrick has the ability to take the "cloudy" concepts of permanent life insurance and "distill" it into a glass of water anyone can drink!" -- Personal Review – Agent

"After the first 3 readings of the book, I began marketing the concept to everyone. The first "sale" was to my boss-my agent. He ordered 30 books, began giving them to select clients, attended the workshop, and has ridden the wave of enthusiasm." -- Personal Review – Agent's Team Member

"As a new agent ( 10 month TICA) I thought this was a great training opportunity. Thanks." -- Personal Review – Agent

"I wholeheartedly recommend the Tax-Free Retirement semianr. I feel as if I will be able to soar to new heights as a result of putting the practical and easy to use concepts! I can't wait to get back to my office and show this to my team to get them involved!!" -- Personal Review – Agent

"This seminar was time well spent! It will help me close more high dollar cases and has given me more confidence in my conversations with clients." -- Personal Review – Agent

"This seminar offers a "plain English", simple to understand explanation of the superior benefits of permanent life insurance. The concepts covered can be easily presented to every client from the plumber to the lawyer." -- Personal Review – Agent

"I am very excited because I have been behind on production and now I feel like I will be back on track within two months." -- Personal Review – Agent

"Patrick, the workshop was great. The concepts are very similar to what I do currently for clients. This gives me a systematic approach each and every time." -- Personal Review – Agent

"It was a great workshop. I enjoyed how Patrick simplified the entire process of explaining heavily funded U.L. products." -- Personal Review – Agent

"After today's workshop I feel as if I have been hiding in a tunnel underground. Today I have climbed out of the tunnel and realized there is a whole new world! Thank you, Patrick!" -- Personal Review – Agent

"Patrick's workshop was well worth the time and cost to travel to St. Louis. Concepts are easy to understand and to put into place in my agency. No handouts necessary to educate our prospects on the concepts." -- Personal Review – Agent

"As an 11-year agent, these concepts have re-energized me about selling permanent life insurance. Your workshop was excellent. Thanks for everything!" -- Personal Review – Agent

"Patrick presents very simply a concept about tax-free income that frankly most people do not know about! I'm going to do my best to spread the word!" -- Personal Review – Agent

"As a former CPA, I worry about the concept of life insurance as an accumulation vehicle. Is it as effective? Do the benefits/features outweigh the cost relative to other retirement savings vehicles? After this class I feel confident not only in my ability to sell life insurance's living benefit, but also in the "win-win solution" life insurance creates for the customer. My perspective has truly been "revolutioned". Thank you!!" -- Personal Review – Agent

"The concepts may be complicated but the presentation approach is simple and easy to replicate for your clients. I would recommend this seminar to every life insurance professional." -- Personal Review – Agent

"Patrick's enthusiasm is contagious! I am excited to get back to the office and call my list of prospects. During the workshop I was writing down names of clients this approach will be perfect for." -- Personal Review – Agent's Team Member

"Patrick has given me one central location to use as validation of many of the conversations I have had with clients and will continue to have." -- Personal Review – Agent

"Patrick Kelly's "Tax-Free Retirement" seminar is by far the best seminar to have immediate applications. Concepts are so basic that I understood how to immediately bring added value to my clients. This seminar is a must!" -- Personal Review – Agent

"I enjoyed the workshop and look forward to working on the term conversions." -- Personal Review – Agent

"The concepts are simple! I'm excited to have an easy way to present so that anyone can understand the value of permanent life insurance." -- Personal Review – Agent's Team Member

"This workshop is a must for anyone looking to boost production in life sales. I cannot wait to apply what I have learned today with my clients!" -- Personal Review – Agent

"This has been the first book and workshop that has made and will make a difference for my clients, friends and family. I look forward to utilizing these concepts (how easy)." -- Personal Review – Agent

"It was awesome and I can't wait to put the concepts into motion." -- Personal Review – Agent

"The best practical seminar I have ever been to. Easy concepts can benefit every insurance professional and their clients. I've been sitting on a goldmine and didn't even know it. Thank you, Patrick, for opening my eyes to the fantastic potential of life insurance as a tax-free retirement tool." -- Personal Review – Agent

"The one-page term conversion work sheet illustration made the cost of the workshop worth my time and investment." -- Personal Review – Agent

"The best money I have seen my boss spend yet." -- Personal Review – Team Member

"The concepts presented were simple and easy to understand. I believe I have a new vision that will help me accomplish my agency goals." -- Personal Review – Agent

"I have spent the last 17 years as a P & C agent trying to put together a simple life insurance presentation that helps clients understand all the benefits of permanent life. I can pivot from P & C to life insurance and retirement savings. But with this book & seminar I have finally found a way to present these concepts from a P & C perspective to clients in a meaningful way. Thank you for a worthwhile experience." -- Personal Review – Agent

"I would recommend everyone to come to this seminar to have a complicated subject made easy, understandable and a goldmine for yourself, family and friends." -- Personal Review – Agent

"Patrick's presentation opened my eyes to the broad use of life insurance for not just the death benefits. There are some incredible living benefits." -- Personal Review – Agent

"Patrick's workshop gives simple explanations that are easy to teach clients. What could be long and complicated is now short and sweet." -- Personal Review – Agent

"The content contained in this workshop was easy to understand, easy to follow and truly demonstrates the tax-free ability of life insurance. I know my clients will benefit from this information and be better off in their retirement." -- Personal Review – Agent

"Patrick, I loved the easy to use approach of a concept I knew but had difficulty making an easy learn for clients...being able to show the "why" to convert from term to permanent and the advantage to the client! Awesome." -- Personal Review – Agent

"Fantastic workshop! It took concepts that I struggle explaining to my clients and put them into a very easy to understand format. I'm excited about the power I hold to make a difference in my clients lives now. I can't wait to share this information with everyone I know." -- Personal Review – Agent

"The time spent at the workshop will pay dividends well into the future." -- Personal Review – Agent

"Patrick-your seminar was absolutely amazing. Clear, well-presented, simple, easy to understand. I recommend without reservation as a "must-do" for any agency interested in moving to the next level in financial services/client service. Thanks! " -- Personal Review – Agent

"Fantastic workshop! Simple and easy to understand concepts!" -- Personal Review – Agent

"This will spark new vitality in working with our customers." -- Personal Review – Agent

"This workshop was well worth the money! Patrick brought simplistic concepts to us that I can re-do and make it work. Thanks, Patrick." -- Personal Review – Agent

"Read the book first and used the concept the first week. The workshop brings it home even better." -- Personal Review – Agent

"I enjoyed learning the simple, straight-forward sales process. I feel like I'm in a better position to be a trusted advisor to my clients." -- Personal Review – Agent

"Patrick has put together sales concepts that are easy to understand and will make selling life insurance a more valuable product for our clients because of the end results. The concepts taught will change the way we all view life insurance." -- Personal Review – Agent

"Patrick-the first four books I handed out have helped me close four cases with over $5000 a year in premiums on average per case! Keeping it simple makes this easy for the customer and for me as well. Thanks for taking the complex and making it simple!" -- Personal Review – Agent

"Patrick: The Monday following your seminar I converted a $100,000 term for $3600 in annual premium and the sale took under 10 minutes. Thanks very much. " -- Personal Review – Agent

"Patrick, I had a couple in here last night who both had a $250,000 20-year term policies. I asked the question "How long do you want your life insurance to last?" Response was "'til we die". I showed them the advantage of permanent insurance just like you taught us, asked what they thought, and the wife said "makes sense to me!" This worked exactly as you said it would. Thanks so much. I'm one for one!" -- Personal Review – Agent

"Thanks, Patrick, for a day well-spent. We'll start Monday and I'm sure we'll very quickly leave a success story or two to pass along." -- Personal Review – Agent

"Patrick, great workshop! You really got me thinking back to the basics. I am re-energized on life insurance now!! " -- Personal Review – Agent

"This was an incredible experience that is going to make me successful in growing my business. I traveled from NYC and the information was priceless. Thank you for writing this book!" -- Personal Review – Agent

"This workshop allows you to help people save money with a greater understanding of acumulation, taxes and family protection combined in one package." -- Personal Review – Agent

"When I received the invite to the seminar, I thought it was just another seminar-they always make them sound so good. I spoke with an agent who attended the seminar and they mailed me the book. My team member read the book first then said, "This is a must". I couldn't wait to hear him put this all together. Worth the price. Thank you. " -- Personal Review – Agent

"This was one of the best workshops I've ever attended! You explained the concepts so well that anyone can understand it! It is a great complement to your book-which I read in one day! Can't wait to talk to our clients about this!" -- Personal Review – Agent

"If you are a two to five year agent and just started solidifying your relationship with your clients-this is a can't-miss workshop to move to the next level." -- Personal Review – Agent

"The workshop was just as great as Patrick-s book--which in my opinion was a pretty high standard set to begin with! A no-brainer for any insurance producer!" -- Personal Review – Agent

"Patrick, money and time well-spent!!" -- Personal Review – Agent

"I read the book two months prior to the workshpo and couldn't wait to get the book in the hands of my clients. I started with 10 books and have all ten in the hands of customers. I have a couple nice cases pending because of the book's concept. After the workshop I feel much more comfortable from what I learned to present this concept with the utmost confidence. Thank you, Patrick." -- Personal Review – Agent

"If more agents used these concepts, the perception of our industry would be more favorable. Our reputations are just above used-car salesmen and ambulance-chasing attorneys. These concepts will raise the level of our reputation in the community." -- Personal Review – Agent

"Great presentation! The Tax-Free Retirement concept is outstanding and easily transferable. I will begin implementing into my business immediately." -- Personal Review – Agent

"If you are in the life insurance business, you must learn this concept!!" -- Personal Review – Agent

"Patrick, this seminar and your book have convinced me to immediately implement your techniques. I had already set up appointments prior to coming today--I can't wait to share this information with them." -- Personal Review – Agent

"I have never looked at life insurance as anything but "recover from the unexpected". I now realize it can, genuinely, "help people realize their dreams"." -- Personal Review – Agent

"I have been way over-thinking this stuff for too long. I love the simplicity and the absolute non-presence of technology." -- Personal Review – Agent

"A GREAT way to move forward. This will help take care of the needs of my policy-holders...well-worth the time and money." -- Personal Review – Agent

"The workshop was very informative. Simple concepts that Patrick brought to life with his real-life examples. I would recommend the workshop to any insurance agent." -- Personal Review – Agent

"Patrick delivers this material in such a simple way that your clients will literally come to you and ask for this product!" -- Personal Review – Agent

"It opened my eyes to using Life Insurance not only as a tool to cover unexpected death but to give a client "Real Tax-Free Dollars."" -- Personal Review – Agent

"I have been a State Farm agent for over 47 years and this will get me back into business with an exciting outlook all brand-new. I really enjoyed it." -- Personal Review – Agent

"The most powerful ideas I've heard since I've been in the business." -- Personal Review – Agent

"As someone who was not very comfortable about explaining retirement options to clients in prior appointments, from this brief one-day seminar I feel like an expert and will be much better prepared to discuss retirement planning with clients." -- Personal Review – Agent

"I've been to numerous "sales" seminars. The biggest difference in Patrick's approach over others is about simplicity and allowing the customer total buy-in. The concepts are sound. The method is easy to follow. The results will follow." -- Personal Review – Agent

"I got a few books early and gave them out. I wish I would have waited until after the workshop before I had met with them because I got SO MUCH MORE comfortable with the material that the appointments could have only been better. I did get 12k though!" -- Personal Review – Agent

"This workshop and book have really approached the concept of life insurance in a simple and understandable manner that anyone can use with clients. It also helps clients with a better understanding of term vs. permanent insurance. This will really help me with my clients." -- Personal Review – Agent

"I never sold a term conversion in my life. I think I can now do it." -- Personal Review – Agent

"I would recommend this program because it offers a focused approach to "the approach" and sales process that follows--yet it is simple and transportable to the team." -- Personal Review – Agent

"I'm excited to practice and put these simple concepts into use and look forward to the day when one of my clients' beneficiaries thanks me for helping leave their family a legacy." -- Personal Review – Agent

"Patrick Kelly not only presented in a way that is understandable to me, but I feel my clients will understand. It took the mystery out of these concepts. Patrick helps to portray the insurance industry in an ethical way." -- Personal Review – Agent

"This was the first seminar in my 7-year career that I actually paid for and feel like, yes, this is material I can use every day in my business. I'm very excited to get started in using the material." -- Personal Review – Agent

"Most insightful, clear, precise and educational seminar I have attended. Everyone should attend!" -- Personal Review – Agent

"This book is great for anyone and the workshop is a must for an agent that wants to maximize their potential." -- Personal Review – Agent

"Patrick's class was as easy to lsten to as his book was to read. Great information put into simple terms." -- Personal Review – Agent

"After selling life insurance within their insurance "budget" for years I now look forward to going after their retirement "budget" and saving them taxes." -- Personal Review – Agent

"More is not necessarily better...i.e. back to concept of basic understanding of life insurance rather than focus on many illustrations...or back to the KISS method--it works." -- Personal Review – Agent

"Thank you, Pat, for your knowledge. Wonderful workshop--look for my numbers..." -- Personal Review – Agent

"Patrick presented the material (which at times can be difficult to understand) with ease and layman's terms. He truly understands what is needed in the marketplace and fuels our arsenal of weapons with methods and systems." -- Personal Review – Agent

"A great workshop that will provide me with a new concept that will be of value to my policyholders. Another way to be of benefit that will touch the lives of the people I work with and the people they love." -- Personal Review – Agent

"Really made a lot of the loopholes come together and it was a much easier explanation of universal life than I had ever seen." -- Personal Review – Agent

"Wow--learn in an afternoon more than the previous 13 years brought me!" -- Personal Review – Agent

"Quickest six hours I have ever spent in a seminar--great material. Old message, broken down in the simplest way I've ever heard." -- Personal Review – Agent

"I wasn't quite sure what to expect when I enrolled for your class, but all I can do now is applaud you. You have de-mystified the UL concept amongst other things. I have the feeling along with the knowledge now that I can speak with confidence and conduct meaningful interviews with my clients. Continued success to you." -- Personal Review – Agent

"I have been an agent for 16 years...attained levels within the company that I am proud of. Sometimes we forgot to stop doing what seemed to work! Why do we do this--this workshop reminded me of my beginning years in the life insurance selling market-the simple concepts that always worked and served a greater purpose and that I personally gained satisfaction in my career--so thanks, Patrick, for REIGNITING THE PASSION OF SELLING LIFE INSURANCE AND REMEMBERING WHY I DO WHAT I DO!" -- Personal Review – Agent

"With these new concepts, I should be able to qualify for exotic travel and MDRT earlier in the year." -- Personal Review – Agent

"As a financial professional of 15 years and new agent, I have been searching for a way to simplify the concepts that I discuss every day. Look forward to my success stories..." -- Personal Review – Agent

"You have opened my eyes to a good and easy UL presentation. In the past I have not known how to show and present UL in this simplest way. It is truly fascinating to see the great benefit and value of it. Thank you for curing my shyness on selling UL." -- Personal Review – Agent

"This is the best financial workshop I have attended. The concepts were easy to understand and can be utilized immediately. This information will benefit many individuals who have no knowledge of tax-free retirement." -- Personal Review – Agent

"Great presentation! Patrick's presentation is easy to follow and I am positive it will increase my future life sales and help my clients understand the concepts of the UL product and its tax-free advantage." -- Personal Review – Agent

"Great book, especially now that I can sell life insurance to family which proves why life is important to purchase." -- Personal Review – Agent

"Great information!" -- Personal Review – Agent

"This is just what I was looking for to get to the next level. Such simple ideas and concepts not made complicated and easy to apply." -- Personal Review – Agent

"This is an excellent workshop that simplifies through the use of diagrams a Universal Life policy. It simplifies complex concepts on UL." -- Personal Review – Agent

"Great workshop. This is just what I need to move my agency and my professionalism forward." -- Personal Review – Agent

"This is the real thing!" -- Personal Review – Agent

"The workshop made me look at opportunities in my existing life insurance biz in a whole new way. Both conversions and existing UL owners to maximize tax-free savings and protect their families' futures." -- Personal Review – Agent

"If you follow the instructions given to you in Patrick Kelly's book, you will be doing the right thing and feel good about it. This knowledge must become an everyday practice for me." -- Personal Review – Agent

"After attending the seminar, I now look at life insurance not as something I am forcing on clients but something that they need. I think my clients would leave me if they found out I did not share this concept with them." -- Personal Review – Agent

"Thanks for the great seminar, Patrick! The process you have ddeveloped to market and sell permanent life insurance to meet the needs of our clients is insightful and geared for success!" -- Personal Review – Agent

"For the first time in a long time, I feel I have something exciting and valuable to share with life and IRA prospects. I will no longer struggle with my approach or why it would benefit prospects to meet with me." -- Personal Review – Agent

"I could hardly wait to get back to my office to put these new tools into practice. I have NEVER left any training or conference with this much practical information that I was confident I could go home and use immediately. Thanks so much!" -- Personal Review – Agent

"This workshop truly brought the book to life! I feel like I can present this to a client today! Thanks." -- Personal Review – Agent Staff

"Patrick presents easy to follow concepts that can help you with all dealings with your clients. These concepts are simple and easkily understandable to both you and more importantly your clients." -- Personal Review – Agent

"As I sit in this seminar I can think of many current customers and family members who will greatly benefit from this book! I will be passing out my first book tomorrow morning at my 9:00 dentist appointment!" -- Personal Review – Agent

"Not only was Patrick's workshop an eye opener, it also solidified, simplified, and reemphasized many of the principles that we have learned over the years. I'm sending my team members next!" -- Personal Review – Agent

"Patrick, I am so excited to start working with my clients and sharing your ideas! Thank you." -- Personal Review – Agent

"I've been in this business for 10 years. I wish I had learned these concepts back then." -- Personal Review – Agent

"This workshop was worth the 4 hour drive to hear Patrick go over his ideas and systems. There is meat to dig your teeth into and you can run with it as far as you want to go." -- Personal Review – Agent

"Patrick! In just 6 hours you were able to take my disconnected, scattered ideas and factoids about life insurance planning and re-order them within a strategy framework that is destined to change the financial future of my clients (and my family, too!) I'm no longer thinking about selling a product, but presenting a solution! Thanks so much!" -- Personal Review – Agent

"Great workshop! Simple concepts that are easily duplicated. This should eliminate the clients' paralysis by analysis. " -- Personal Review – Agent

"I am so much more confident that I can talk intelligently to my high income clients about how their tax-qualified money will play out. Thanks." -- Personal Review – Agent

"I am reenergized and very excited. As a matter of fact, during our last break today, I called my office to schedule a term meeting to go over the term conversion presentation for this Friday morning and the UL discussion for next Tuesday morning!!! Thanks so much." -- Personal Review – Agent

"The ideas that Patrick shared with us are so basic and simple for the customer to understand. I am positive it will lead to more life insurance sales!" -- Personal Review – Agent

"Excellent workshop Patrick! Your knowledge of the strategies and products is apparent and your simplified approach and delivery make it readily useful. Regards and thanks." -- Personal Review – Agent

"Patrick, great job! This will be a great piece to add to the playbook." -- Personal Review – Agent

"Patrick's concepts are so simple and understandable to present to clients. They are also concepts my team will be comfortable showing. Thank you!" -- Personal Review – Agent

"Being exposed to this material at this point in my career is beneficial in helping build a solid foundation. I am thankful my agent offered this opportunity to me." -- Personal Review – Agent

"Patrick's seminar was phenominal! He presents ideas that are easy to understand and can be implemented the day you get back to your office. His workshop is a MUST DO!" -- Personal Review – Agent

"The great thing about this book and workshop is that Patrick teaches advanced thinking and strategies but he does so in a very easy to comprehend manner. How can you beat Tax-Free, that is the best!" -- Personal Review – Agent

"I'm excited about getting back to the office! I've made a list of clients I want to give the book to. A complex concept made simple and easy. Thanks!" -- Personal Review – Agent

"Thank you Patrick. Your workshop has got me fired up! You've shown me a new way to look at life insurance and a new way to have conversations with my clients." -- Personal Review – Agent

"Thanks Patrick! I appreciate that you have invested your time to document and teach your system to market and sell financial products. I share your passion to help people leave a legacy." -- Personal Review – Agent

"The workshop takes away the complication and brings to light the much needed simplicity of a better way to see it." -- Personal Review – Agent

"I enjoyed the workshop very much. Patrick added to my conviction and passion for life insurance. The parking garage and IRA rescue are great!!" -- Personal Review – Agent Staff

"I have 3 clients I'm calling tomorrow -- great ideas!!" -- Personal Review – Agent

"I would highly recommend agents to bring their staff to the workshop. I did and would do it again." -- Personal Review – Agent

"This is easy to use information that your team members can share with your customers." -- Personal Review – Agent

"This workshop thoroughly expanded my knowledge with easy to understand concepts that can be implemented immediately with clients!" -- Personal Review – Agent

"Patrick, after 32 years as an agent I've been to more meetings and classes than I can remember. This one I WILL NOT ONLY REMEMBER, BUT I WILL BE ABLE TO USE WHAT YOU TAUGHT US STARTING TODAY. The message you teach is that clear. Thanks." -- Personal Review – Agent

"Easy to understand and simple to explain. Very well done. Thanks, Patrick!" -- Personal Review – Agent

"Patrick Kelly is a guru in the area of life insurance. Our company would be well served to send him to all the regions to enlighten the sales force." -- Personal Review – Agent

"Patrick, thanks for giving me information that even my team members can put to use." -- Personal Review – Agent

"This workshop gives you the power and knowledge to change the lives of your clients forever. This is without a doubt the best workshop for the money I have ever been to." -- Personal Review – Agent

"I would recommend to everyone not only to read Patrick's book, but to see him live! You need to experience the passion in what he communicates. It was a true eye-opener, even for an agent who has been through life specialist and new agent training." -- Personal Review – Agent

"This experience gave me a track to run on for hosting quality appointments. It takes sometimes complex subject matter and simplifies it for our clients. Thanks, Patrick!" -- Personal Review – Agent

"Patrick's presentation gave me the simple concepts and systems to properly educate my clients about all the benefits of life insurance. Awesome stuff!!!" -- Personal Review – Agent

"Patrick's presentations can add the confidence needed to present these ideas to our clients effectively and succinctly. This is a way for them to understand and benefit more from what we have to offer." -- Personal Review – Agent

"This workshop has equipped me with the knowledge and tools to illustrate simple concepts to my existing and future clients. These are concepts I can implement tomorrow." -- Personal Review – Agent

"Patrick, your workshop was GREAT! As a new agent I loved how you made the process so simple! It's just what I needed!" -- Personal Review – Agent

"Patrick, your workshop was excellent. I've been in the business for 18 years but I learned many new things today. Thanks for making the complicated very simple. I would recommend this to everyone." -- Personal Review – Agent

"Patrick, after attending your Tax-Free Retirement workshop I'm certain your concepts will make a very positive effect on my production. I'm a 35 year agent who has become somewhat stale. I expect this program to add excitement and a lot of fun to my business in the coming months. Thanks for your efforts." -- Personal Review – Agent

"Patrick thanks so much for coming to Georgia. Your seminar was great! I was able to use your concepts the very next morning at 9:00 and the client followed every bit of it. It made so much sense to him, all I had to do was ask, “Does this make sense?” His response was, “Yep, it makes sense to me.” He didn’t even have to call his wife. It was a smooth adaptation and a very easy sale! Your concepts are VERY transferable. It takes a genius mentality to take the complicated and make it simple; and that is exactly what you have done so well in this workshop. I’ve been to many other seminars that were very good, but yours is the easiest to follow and use. Thanks so much." -- Personal Review – Agent

"This is time and money well spent!! Don’t miss Patrick’s presentation. I assure you if you do what he says you will have clients asking for more life coverage." -- Personal Review – Agent

"Patrick Kelly’s Tax-Free Retirement workshop was worth flying half-way across America for. Your presentation makes the simple, yet profound concepts from your book spring to life. You have equipped us to have a significant impact in the lives of our clients. I only wish this book and workshop had been available 20 years ago!" -- Personal Review – Agent

"The Tax-Free Retirement workshop was an eye opener for me. I will use Patrick’s methods and his book immediately when I get back to Maryland." -- Personal Review – Agent

"I am a new agent and money is very tight. After attending Patrick’s Tax-Free Retirement workshop I couldn’t imagine a better way to spend my money." -- Personal Review – Agency Intern

"Patrick Kelly has hit the mark with his book. I have been in the financial service business for 40 years. I have seven industry designations which represent conventional wisdom. I have a wealth of un-conventional wisdom as well. The information provided in the book and workshops are a perfect blend of both. Every financial service professional should make this a ‘must read!’" -- Personal Review – Agent

"This workshop was incredibly informative. Patrick makes a complicated subject very easy to understand and apply. I would highly recommend this workshop to anyone interested in growing financial service production." -- Personal Review – Agent

"This workshop was AWESOME! As a fairly new agent, it opened my eyes to the great options we have to offer with life insurance. Patrick’s presentation is simple but so powerful. I highly recommend this workshop to others." -- Personal Review – Agent

"These concepts are so simple yet can have such a profound effect on the retirement options for clients. Thank you!" -- Personal Review – Agent

"Great presentation! Thanks for giving me new ideas to an old subject. Great!" -- Personal Review – Agent

"The concepts presented in Patrick’s workshop will help me in making a more sensible presentation to my clients. In the past I have presented way too much information. Now I can have a greater result and do it much more simply." -- Personal Review – Agent

"EXCELLENT!!! Thanks for showing me a way to save time presenting and explaining a UL policy that is easy and understandable for anyone." -- Personal Review – Agent

"This has been a great workshop to learn a solid, simplistic approach to selling and teaching life insurance benefits to our clients. I will definitely recommend this to others." -- Personal Review – Agent

"Patrick, you have made a “perceived” complex subject come off very simple. Your concepts are something any individual can implement immediately. Thank you." -- Personal Review – Agent

"Excellent workshop! You explained permanent life insurance in a language that I was able to understand and transfer to the client. I’m prepared for almost all objections now." -- Personal Review – Agent

"I would highly recommend Patrick Kelly’s workshop to other insurance agents. It will really help simplify their conversations with clients and increase their understanding of life insurance. Consequently, it will help both clients and agents alike." -- Personal Review – Agent

"I highly recommend this workshop to my peers. It provides a firm understanding of the product that can be transferred from us as agents to our clients about the great benefits of life insurance." -- Personal Review – Agent

"I love the focus, direction, and simplicity that Patrick’s workshop concentrated on. If I don’t experience “higher premium” results in my agency, then it will be my own fault." -- Personal Review – Agent

"The Tax-Free Retirement workshop was an eye-opening experience for me. It provided me with some concrete tools and concepts that I can share with my customers regarding the value and necessity of life insurance. This workshop provided me with a true appreciation of the importance my job is as a life insurance professional." -- Personal Review – Agent

"Thank you! This was a great workshop. It really helped me rework my sales presentation to be focused on the concept and not the product or rate of return. This will allow me to simplify my presentation and talk to clients on a consumer level." -- Personal Review – Agent

"I would highly recommend Patrick Kelly’s Tax-Free Retirement workshop to any agent that is serious about talking to their clients concerning retirement. The workshop presents and breaks down information that can immediately be implemented in our client discussions." -- Personal Review – Agent

"The illustrations and concepts in both the book and the workshop are a great way of demonstrating the added benefits of life insurance." -- Personal Review – Agent

"“This workshop was an eye opening experience. The concepts that were taught are easy to apply and will help any life producer to succeed.”" -- Personal Review – Agent

"“I believe this book is a must read if you are in the financial services business. This book is a great and easy read for anyone who wants to invest their money!”" -- Personal Review – Agent

"Patrick’s presentation is down to earth, easily understood, and thoroughly enjoyable. Are we still talking about insurance??? Yes, we are! The only thing better than his book is his personal presentation of the concepts. He has gone from good to great and he is passing the great on. Thanks Patrick." -- Personal Review – Agent

"After reading the book twice I then attended Patrick’s workshop. I feel armed and confident about approaching clients and potential clients regarding this concept. Patrick does a great job of making the complex easy to understand." -- Personal Review – Agent

"This workshop has opened my eyes and given me a renewed passion for what can be accomplished by just using a few simple concepts. I can’t wait to get started." -- Personal Review – Agent

"As an individual who is opening his agency the day after this workshop, I could not think of a better way to spend my day. I have more fire in my belly then ever before to get out there and get after it. I am positive this workshop will make me a top producer in my zone in life insurance. If you haven’t given this idea consideration you are missing out!" -- Personal Review – Agent

"The workshop, Patrick’s knowledge, and his ability to put concepts in easy to understand and usable terms exceeded all my expectations! I look forward to meeting clients with renewed confidence and excitement, as I help meet their needs." -- Personal Review – Agent

"When I picked up your book, I couldn’t put it down! I read it in several hours. The workshop was just icing on the cake. It allowed me to take the principles from the book and properly apply them." -- Personal Review – Agent

"This workshop is easily worth the investment. No way that what was learned won’t pay back for years to come. Thanks Patrick for lighting a bonfire for future success!!" -- Personal Review – Agent

"As a new agent, I really needed the knowledge and confidence as how to explain the power of life insurance to my clients. Patrick broke it down into terms that I not only could follow, but in such a way as to enable me to teach others. Thanks you for this knowledge." -- Personal Review – Agent

"Great workshop! This workshop reminded me that what we do is not really that complicated. We have just made it that way. Patrick knows his stuff and is pleasant to listen to. I highly recommend this workshop to agents that want to take themselves and their clients to the next level." -- Personal Review – Agent

"The workshop was very high energy and Patrick is very knowledgeable and confident about his subject. The concepts are very appropriate for any agent that wants to be active in the life insurance arena." -- Personal Review – Agent

"I appreciate your simple and easy way of presenting such great material. Thank you." -- Personal Review – Agent

"Attending this workshop has given me a whole new outlook on what I can do for people like me in my community so I can give back to them." -- Personal Review – Agent

"It’s funny how things work. Less than one week after attending Patrick’s Tax-Free Retirement Workshop I received a call from one of my larger clients. He was interested in discussing life insurance. As we spoke about his life insurance needs and future financial desires, I was able to communicate with confidence on how the products I offer could best fit his needs. For the first time ever I was illustrating a life insurance policy with an annual premium north of $60,000 per year…and it looks like I will very likely close this deal. This would never have happened before my attending Patrick’s workshop, because I would not have had either the confidence or the tools to adequately dialog about these concepts. Thank you Patrick!" -- Personal Review – Agent

"This workshop is one of the best I’ve attended. It simplifies tax and retirement ideas so that anyone can understand them." -- Personal Review – Agent

"Patrick’s Tax-Free Retirement Workshop is an amazing value! For $1,895 I not only received 100 copies of his fantastic book, but I received 6 hours of training, from the author himself, on how to maximize the concepts of his book. If even ONE person out of 100 implements the concepts in this book, then that ONE sale will more than pay for the books and workshop combined. I think of all the time and energy I could spend trying to get individuals to that ‘Aha!’ moment where they say, ‘Okay, this makes sense. I want to do this!’ I might meet with 10 or 20 people to find one person that is interested. Now I can save all that time and let the book do the hard work for me. I get to spend my time on the fun part – tailoring the perfect fit to the already interested individual. I already believe in this concept and use it for myself, but I haven’t been as successful at helping others understand it. Patrick’s book and workshop has changed all that. Now I have the tools to simply and easily communicate the financial strategies that Patrick talks about in his book. This is a great investment into both my agency as well as my high net-worth clients." -- Personal Review – Agent

"This workshop was excellent! I can hardly wait to get back to my office and start using what I learned in the workshop. This is great stuff!" -- Personal Review – Agent

"Patrick’s approach is very simple and effective. The entire sales process is concept focused and provides the client great clarity. I believe clients will respond very positively to this concept approach. Great seminar!" -- Personal Review – Agent

"Patrick has a knack for bringing clarity to potentially complex concepts and making them easy to present to clients. Regardless of an agent’s tenure or experience, or of the clientele she serves, there are strategies in the Tax-Free Retirement Workshop that can work to make a better future for clients and a positive experience for the agent." -- Personal Review – Agent

"This was a very helpful workshop! I am excited to get copies of your book into the hands of my clients." -- Personal Review – Agent

"After reading the book and now attending the Tax-Free Retirement Workshop, I feel more confident about the concepts themselves and have gathered very down-to-earth and tangible ideas on presenting these concepts to actual clients. The materials are very clear and helpful for my future use as well as for my entire team. The workshop was outstanding, and an extremely valuable use of my valuable time!" -- Personal Review – Agent

"While Patrick Kelly's book Tax-Free Retirement introduces you to fantastic principles and concepts, his Tax-Free Retirement Workshop completes the picture and gives you the exact presentation methods to put these great ideas into practice. This is truly an amazing value!! $1,895 is a great deal for 100 books by themselves, but to think that Patrick is throwing in the 6 hour workshop, a hotel stay, and meals for FREE is truly amazing. The books and the workshop would be a great value at twice the price, since very rarely do you get the chance to see how a proven high producing life insurance agent gets it done. This was that opportunity and time very well spent. I will recoup the cost of these books and this workshop in very little time." -- Personal Review – Agent

"Thank you for sharing these concepts and helping our customers prepare for a much more enriched retirement." -- Personal Review – Agent