Alto University

Using our proprietary systems developed over many years,  Alto University will teach you the skills you need to succeed in our industry.  Our courses are taught by veteran agents and registered investment advisors using the same techniques every day in their own businesses.

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Phase I

Master the Intake Appointment

A fast-paced and easy to follow four day course that will give you a concrete understanding of running effective intakes, the proper technology required, and about Alto Financial Group's propriety Spotlight report through both video instruction and live role playing. 

Phase II

Basic Case Design

Over four days, learn the basics of case design, how to properly conduct a carrier call, and building the presentations for upcoming presentation appointments with your mentor through video instruction and live role playing. 

Phase III

Advanced Case Design

Learn more advanced case design, life insurance, illustrations, and building presentations all on your own in this two day master course including mock case scenarios and live role playing. 

Jonathan K.

"Alto University raised the bar for annuity & life insurance education for new agents. I'm proud and grateful to have the opportunity to attend. I know I will use the information I learned not only for my business but in my daily life. Thank you."

LaQuetha L.

"They worked with us, they  role played, and when we were all done, I thought: I can definitely do this!"

Zaheer R.

"...The first IMO that I have been involved with that really understands that your income is a direct result of how you treat people. With the philosophy that Dan leads by and the abundant opportunities provided by AF you will only be limited by your vision for the future."

Marc S. 

"I've been in the insurance business for over 10 years and this program is the most comprehensive training program I have ever seen"

Recent University Graduate

"Alto University's training curriculum assists both
the new agent and the seasoned veteran on how to be successful in the financial services arena."

 

4099 William Penn Highway

Fourth Floor 

Monroeville, PA 15146

(800) 491-7005