Free Resources · For Life Insurance & Annuity Advisors

Every Free Tool and Guide We Have. In One Place.

Trained Advisor builds client acquisition systems for life insurance and annuity advisors. Everything below is free, works on its own, and takes minutes rather than months.

The Short Version

If you want your LinkedIn profile graded, use the free LinkedIn Profile Analyzer. It scores your profile out of 100, grades each section against your ideal client, and writes the rewrites for you in under two minutes.

If you want the full method, get the book Predictable Prospecting free. If you want one specific problem solved today, pick the matching guide from the 13 below.

Start Here

Pick the Sentence That Sounds Like You.

Three ways in. Each one takes you to a single next thing, not a reading list.

Which One Is You?

01 “I don't know where I stand.” Get graded first. Two minutes, and you stop guessing which part is broken. Run the Analyzer → 02 “People see me. Nobody replies.” Visibility is not your problem. The conversation is. Go to Stage 3 → 03 “Just give me the whole thing.” 155 pages, free, the entire method start to finish. Get the Book →

The Two Big Ones

One Tells You What's Broken. The Other Fixes All of It.

Free Tool · 2 Minutes

The LinkedIn Profile Analyzer

Paste your LinkedIn URL, describe the client you want, and get a graded report on whether your profile actually speaks to that person.

  • An overall score out of 100
  • Section-by-section grades for your headline, about, experience, skills, activity and cover photo
  • Ready-to-use rewrites for every section
  • A priority action plan ranked by impact
Run the Analyzer →

Free. No credit card. Results go to your email.

New Release Cover of Predictable Prospecting by Joe Loebach and Tyson Bailey, showing chat bubbles flowing through a funnel into a booked calendar.
Free Book · 155 Pages

Predictable Prospecting

The whole method in one book: how advisors turn prospecting from something they hope works into a number they can count on.

  • Know your numbers, so activity becomes forecast
  • Why most of your calls come from follow-up
  • A daily routine that survives a busy week
  • Handling objections without flinching
Get the Book Free →

Reader's Edition, delivered to your inbox as a PDF.

The Guide Library

Thirteen Guides, Four Stages, One Order.

This is the sequence a pipeline actually gets built in. Start at the stage where you are stuck. You will not need the ones after it until you clear the one you are on.

Stage 03

Start Conversations That Convert

Visibility is worthless if the conversation stalls. These two cover the messages that open a dialogue and the answers that keep it alive when someone pushes back.

Cover of The Modern Prospecting Playbook, a free Trained Advisor guide to LinkedIn scripts, follow-up cadence and closes.

Prospecting · 12 Pages

The Modern Prospecting Playbook

Principles, scripts, follow-up cadence and closes that actually book calls.

Get the Guide →
Cover of The Objection Handling Guide, a free Trained Advisor guide to answering prospect objections without losing the conversation.

Prospecting · 12 Pages

The Objection Handling Guide

Stay calm and turn a concern into a conversation instead of the end of one.

Get the Guide →

Also Free

Three More Things Worth Your Time.

The Free Training Library

Twenty-five recorded trainings, nine to thirty-four minutes each, covering LinkedIn lead generation, premium finance, buy-sell agreements, funnels and niche selection. No opt-in required.

Watch →

The Advisor Insight Newsletter

What is actually working in advisor marketing right now, written for people who do this for a living rather than read about it.

Subscribe →

The CRM Comparison

How Advisor Nexus stacks up against Redtail, Wealthbox, HubSpot, ClickFunnels, Salesforce FSC and eight more, with the real monthly cost of each stack.

Compare →

Straight Answers

Which Resource Do I Actually Need?

Is there a free LinkedIn profile analyzer for financial advisors?

Yes. Trained Advisor's LinkedIn Profile Analyzer is free and built specifically for life insurance and annuity advisors. You paste your profile URL and describe your ideal client, and it returns a score out of 100, section-by-section grades for your headline, about, experience, skills, activity and cover photo, ready-to-use rewrites, and a priority action plan. It takes under two minutes and does not require a credit card.

What should I use first if I am starting from scratch?

Run the Profile Analyzer, then read The Polished LinkedIn Growth Playbook. The analyzer tells you what is broken right now; the playbook shows you the order to fix things in. Both take under an hour combined.

Are these resources really free, and what is the catch?

They are free. The guides and the book are delivered by email, so you give us an email address. The training library needs no opt-in at all. Nothing here requires a credit card, and nothing here is a trial that starts billing.

Who are these written for?

Life insurance and annuity advisors, and financial advisors who want a repeatable way to find clients instead of waiting on referrals. The examples, the scripts and the objections are all drawn from that market rather than adapted from generic B2B marketing advice.

I already post on LinkedIn and nothing happens. Which one helps?

Usually the problem is not the posting. Start with the Profile Analyzer, because traffic to a profile that does not name who you help converts badly no matter how good the post was. If your profile scores well, the issue is more likely the offer, so read Making Offers on LinkedIn and run The LinkedIn Offer Scorecard.

What is Trained Advisor?

Trained Advisor runs done-for-you client acquisition on LinkedIn for life insurance and annuity advisors, and builds Advisor Nexus, the CRM and marketing platform those advisors run their practice on. Everything on this page is free and works whether or not you ever become a client.

Rather Skip the Reading?

Book a call and we will tell you which of these actually applies to your practice, and what we would do first if it were ours.

Book a Strategy Call →