The Acclivus Group

05/13/2026

Protecting your future starts with choosing the right coverage. 💜💚

Before selecting an insurance plan, remember to:
✔️ Understand what your plan covers
✔️ Compare benefits — not just costs
✔️ Review your coverage regularly as life changes

The right plan today can bring peace of mind tomorrow.

Have questions or not sure where to start? Talk to us — we’re here to help you explore your options and find coverage that fits your needs. 📩

03/26/2026

Most agents learn. Top producers execute.


That’s the difference we saw in Tempe—and now we’re bringing it online.


LALA (Life & Annuity Learning Academy) — Online Webinar
📅 Friday, April 17th | 9:00 AM PST


Practical strategies. Real-world application. Immediate impact.
- Ancillary Products
- Final Expense
- Retirement Planning
- Term / Whole / IUL Structuring
- Legacy & Succession Planning..if you're a Medicare Agent looking to expand, this is for YOU!


If you're ready to elevate how you present and improve your production:


👉 Save your spot now, RSVP at: https://acclivus.zohobackstage.com/LALAOnline #/

03/24/2026

Medicare agents are getting squeezed with non-commissionable plans, benefit reductions, shrinking networks and tougher competition in the markets served. Don't be caught without a plan. We want to help. If you’re writing business but not maximizing production, this is worth your time.

Join us next Monday at 12Noon for a LALA Lunch & Learn with Brandon Hughes, Principal of Summit Agency (a Top 2% agency with Globe Life, $7M+ annual production). All are welcome with no strings attached...just strong, practical training for any agent wanting to improve their game.

📅 March 30 | ⏰ 12 PM PST

No fluff—just real strategies, scripts, and systems to:
✔ Increase close rates
✔ Improve cross-selling (life + ancillary)
✔ Build consistent, scalable production
If you’re ready to tighten your process and grow your output, be there.

Register TODAY: https://lnkd.in/gdb9YPfs

03/09/2026

✨ Our First LALA Event!

We’re excited to share highlights from our first LALA event held at Dave & Buster’s in Tempe.

Events like these create valuable opportunities for professionals to connect, exchange ideas, and grow together. Thank you to everyone who joined us and contributed to such a great experience.

Looking forward to many more events in the future!

02/12/2026

Grow your skills. Expand your opportunities. Connect with fellow agents.

The Life & Annuity Learning Academy is coming to Tempe! Spend the day learning practical life and annuity strategies you can use immediately to better serve your clients and grow your business.

We’d love to see you there 💚
Register today!

https://acclivus.zohobackstage.com/LALA #/

02/03/2026

Planning for retirement and financial protection doesn’t have to be overwhelming.

At The Acclivus Group, we guide you through:
✔ Medicare planning
✔ Life & annuity strategies
✔ Retirement income solutions
✔ Asset & legacy protection

Because better knowledge leads to better decisions.

That’s exactly why we’re hosting an upcoming Life & Annuity Learning Academy this February — to help you plan with confidence.

More details soon 👀

02/03/2026

Feeling squeezed by regulations, lower commissions, and rising costs? You’re not alone.
There’s a smarter way to grow your income and serve clients better.

Discover how Acclivus helps health insurance agents become trusted benefits advisors — with the tools, training, and strategies to build real, sustainable revenue.

🚀 It’s time to rise.

This is "Acclivus_Josh_FULL_DESK_QRCode" by Advisor Videos on Vimeo, the home for high quality videos and the people who love them.

02/03/2026

🎉 Welcome to The Acclivus Group!

We’re excited to introduce The Acclivus Group — your trusted partner in health, retirement & legacy planning! Whether you’re planning for Medicare, optimizing Social Security, building sustainable cash flow, or protecting your legacy and assets, we’re here to support you every step of the way.

✨ What We Do:
• Empower individuals, families & business owners with customized financial guidance
• Help you make informed decisions for retirement and long-term wellbeing
• Support agents with integrated solutions in health, wealth, and legacy planning

📌 Our approach is personal, clear, and focused on your goals. Let’s plan with confidence and live with purpose — together. 💬

👇 Visit us at https://theacclivusgroup.com
to learn more!

At Acclivus, we are committed to helping individuals, business owners, and families make informed financial decisions as they plan for retirement and other important life stages. Our team brings over 25 years of combined experience in the financial services industry, offering insight, perspective, a...