AI Playbook
Explore a complete library of tools, resources, and trainings built to support the Playbook system and help you increase your income, safeguard wealth, and scale smarter with AI.
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Wealth & AI Toolkit
Get full access to the tools, resources, and trainings that power the Go All In system designed to help you grow income, protect wealth, and scale efficiently with AI.
Get full access to the tools, resources, and trainings that power the Go All In system designed to help you grow income, protect wealth, and scale efficiently with AI.
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Financial House Map
Discover how your emergency fund, income protection, wealth strategy, and legacy plan come together in one simple, personalized system.
Discover how your emergency fund, income protection, wealth strategy, and legacy plan come together in one simple, personalized system.
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Tracking & Measuring
Top agents don’t guess they track. Measuring your dials, follow ups, appointments, and results shows you exactly what’s working and where to improve. Consistent tracking creates accountability, sharper focus, and predictable growth, turning daily activity into real production.
Top agents don’t guess they track. Measuring your dials, follow ups, appointments, and results shows you exactly what’s working and where to improve. Consistent tracking creates accountability, sharper focus, and predictable growth, turning daily activity into real production.
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Meet the team
We are a team of financial professionals who specialize in estate planning and comprehensive wealth strategies. Our focus goes beyond just protection—we guide families through every aspect of their finances, helping them build clarity, security, and long-term wealth.
With experience supporting thousands of families across 30 countries, we’ve seen firsthand how the right planning can create peace of mind and a lasting legacy. Our goal is to provide practical, personalized solutions that empower you to protect what matters most while growing your financial future.
FAQs
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After completing the course, the next best step is to book a one on one appointment with Felipe. This session helps personalize what you’ve learned and shows how to apply it to your specific goals.
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Yes, the course gives you a strong foundation and clear framework. However, many people choose to book a session to get personalized guidance and clarity on their next steps.
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This course is ideal for life insurance agents who want more consistent clients and a better system for follow up. It’s especially helpful if you’re struggling with lead flow, spending too much time on manual outreach, or looking to automate follow ups while still keeping your communication personal.
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Personalized recommendations are available through a one on one appointment with Felipe, where your current situation, goals, and opportunities are reviewed together.