Master the Four Pillars
of the Sales Cycle

The Taylor Method sales system helps financial advisors build a thriving insurance and financial services practice.

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What You’ll Learn
  • High percentage prospecting activities.
  • Understanding personality types to Fact Find more effectively.
  • An easy to follow fact pattern process.
  • How to uncover more sale opportunities with each Fact Find.
  • Present solutions that get clients to act.
  • The operational sales process after the close.
What You'll Achieve
  • Increase your productivity, case rate, and average case size.
  • Prospect up to individuals that make the money you want to make.
  • Develop confidence in your process and language.
  • Get coaching from an ACTIVE, MDRT Top of the Table producer.

The Method

The content is broken out into the four phases of the sales cycle. Our product agnostic approach allows any advisor, regardless of carrier or country, to use this method successfully.

The Approach

Prospecting strategies that aim to solve the biggest challenge most advisors face in this business - name flow! We teach high percentage strategies with repeatable language to help you create a consistent stream of new prospects.

The Fact Find

A process that will guide you through fact finding interviews, quelling objections before they arise. With our process, your prospects will be the ones telling you there is a problem.

The Opportunity

When analyzing a fact finder, our process shows you how to uncover every single opportunity for a sale. This is the phase where you simply become a facilitator of solutions, not a salesperson.

The Close

Present solutions that get clients to act. This is often the easiest and most rewarding phase of this sales system when the previous phases have laid the groundwork to perfect planning.

What we offer

Subscription Plan

A self-guided online system that is good for advisors who prefer to learn at their own pace.

Here’s what you get with the subscription:
Virtual Bootcamps

These 4 week programs are great for advisors who want more personal attention, guidance, accountability, and structure.

Subscription Plan

A self-guided online system that is good for advisors who prefer to learn at their own pace.

Here’s what you get with the subscription:
Core Curriculum
The foundational elements of this method, covering all four pillars.
Special Topics
Further dive into core concepts, covering things like objections, role playing, and advanced topics.
Events
Webinars and live or recorded events.
Attend live Monthly Q&A Sessions
Opportunity to ask Eszylfie anything!
Online Fact Finder
Create, store, and edit all your fact finders with PDF export.
Virtual Bootcamps

These 4 week programs are great for advisors who want more personal attention, guidance, accountability, and structure.

The two interactive bootcamps will engage advisors through smaller class sizes and role play scenarios for an interactive learning experience.
Participants of the bootcamp get 12 months FREE access to the subscription content.
For existing subscribers, we offer a discounted bootcamp price.
Get More Details

What Advisors Are Saying

...went from Top 500 to Top 11 at my company in 90 days.
- David Hausdorff
6x increase in overall production in less than 6 months… made Top of the Table for first time in my 9 year career!
- Andrew Mortenson
13x improvement in my life insurance production in less than 2 months.
- Johnathan Burgess
...up 125% in life insurance production in 6 months.
- John Lytell
Read Case Studies

Choose A Product

Subscription Plan
Standard
$50/month or $500/year
Full access to eBook, live Q&As, Video Library, Online Fact Finder
Select Plan
Bootcamps
Intermediate
$2500
Good for advisors with 0 - 5 years of experience or income below $200,000k per year.
Purchase
Advanced
$5000
Good for advisors with 5+ years experience or income greater than $200,000/year.
Purchase

Other Products

eBook
Your Roadmap to Success e-Book
$45
Includes the 4 pillars foundational concepts, 8 fact pattern case studies with videos, scripts, operational sales process, and more.
Purchase
About The Creator

Eszylfie Taylor is an ACTIVE Million Dollar Round Table Top of the Table producer. Before starting his own brokerage in 2013, Mr. Taylor finished his career at New York Life as one of the top 25 agents in the country (2012).

In 2015, he won NAIFA's Top 4 Under 40 award and launched The Taylor Method, his personal training series for financial advisors and agents. In the process of developing The Taylor Method, Mr. Taylor has coached countless agents and brought many back from the brink of leaving the business, while empowering others to create record-breaking production.

His passion for mentoring and drive to succeed allows him to continually produce fresh, new content for his sales training system.

Eszylfie Taylor
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