Consulting, Coaching & Training:

Elevate Your Career with Cornerstone Legacy Partners

Consulting & Coaching Services

Unlock personalized guidance with our consulting and coaching services. Jeff D. Sather, renowned for his expertise in LTC, offers 1-on-1 consulting and group coaching to help agents navigate the complexities of asset-based LTC insurance.

What You’ll Get:

  • Strategy sessions for overcoming client objections and closing more deals

  • In-depth guidance on portfolio protection and wealth preservation​.

  • Marketing and sales techniques tailored to LTC products.

Training Programs for Agents & Advisors

Elevate your LTC knowledge with our structured training programs, backed by over a decade of proven success. Our exclusive ‘Jeff’s Notes’ system has already helped hundreds of top professionals generate millions in LTC sales while uncovering opportunities in annuities, life insurance, and more.

Our Programs:

  • Jeff's Notes Training; Dive into proven sales approaches for LTC

  • SNARR Agent Academy; Jeff and Cornerstone have Partnered with trusted friend and top 1% in the nation financial professional Roy Snarrr to offer advanced training on LTC, Annuities, Life insurance and Disability insurance for new and experienced agents.

  • We offer weekly Zoom training sessions covering the latest trends in the insurance industry. We also provide on demand Webinars.

Partner/ Collaborate with Us: Annuity.com Opportunities

We have many different opportunities to work with us on various levels to support your firm.

We offer a full concierge service to those who need a trusted expert partner, “insourced” as an extension of their team.

We provide a different product mix depending on what each agent or advisor needs.

We are one of the initial partners with Annuity.com, which allows us to provide unparalleled opportunities to agents and advisors. https://jeffsather.annuity.com/about-us

This strategic partnership provides virtually unlimited access to hundreds of insurance product solutions. What tools do you need to grow your business? A Lead program? Digital Marketing program? Drip campaigns? Training on concepts? Business Mentoring? We can help you with all of this

We offer a unique collaborative mentoring program to individual advisors or agencies.

Why Partner with Us:

Access to specialized tools, solutions, support, training, mentorship and growth

Coaching and resources designed to help you integrate all these products into your clients portfolios. 

For Established Agents

Do you already have an established book of business? We invite you to connect with Cornerstone Legacy Partners to explore how we can help you transition your business to include asset-based LTC solutions​.

What We Offer:

  • Tailored solutions for integrating LTC products into your existing client base.

  • Tools and strategies to convert clients who haven’t yet considered LTC options.

  • Consulting support from Jeff and the Cornerstone team to maximize your growth.