Stop Losing Cases (and Looking Dumb)
Stop Losing Cases (and Looking Dumb) Because You’re Afraid of Level Funding.
How to go from confused and fumbling to confident and delivering - even if you’ve blown cases before.
Because the secret isn’t more quotes… it’s a proven system from the original pioneers of level funding - ATA - who’ve already made the mistakes so your clients don’t have to.
Dear Independent Health Agent,
If you’ve ever sat across from a client and couldn’t answer a simple level-funded question… if you’ve ever walked out of a meeting feeling like you looked unprepared… if you’ve ever lost business to a broker who seemed more confident - this will be the most important page you read this year.
The Ugly Truth No One Else Will Say
- Truth #1: Not knowing level funding is costing you real cases and income.
- Truth #2: Big carriers love it when you stumble, because it keeps the surplus in their pockets instead of your client’s.
- Truth #3: Confidence wins business. If you can’t answer questions, your client senses it instantly - and you lose.
The New Way: Become a Main Street Maverick
The New Way: Become a Main Street Maverick
Level Funded University is the only broker training program built by the OGs of level funding. We’ve been returning surplus to Main Street employers for decades — longer than most of your competitors have even been in the business. We’ve already made the mistakes you’re making now, so you don’t have to.
In plain English, LFU is a series of short, bite-sized modules (10–15 minutes each) that walk you step by step from confused and fumbling → to confident and delivering. Complete it in 60 days, and you’ll never look dumb in front of a client again.
What You’ll Get Today
- History of Level Funding — know where we came from, see where it’s going.
- Philosophy of Insurance — grasp the deeper value our industry provides.
- The Noble Broker — your role isn’t spreadsheets; it’s delivering access and solutions no one else can.
- Executive Benefit Consultation Form — discovery tool that builds unique plans with clients, not for them.
- True Cost Calculator — show clients exactly where their money goes.
- Great Life Calculator — map your income potential with just 30–40 cases.
- Double Doctor Referral System — built-in referrals, mailed to you when you complete LFU.
- Surplus Celebrator + Surplus Check System — gloves, capes, belts, and checks that make you the Main Street hero.
- Noble Agent’s Guide & Noble Owner’s Guide — credibility-boosting tools that do the educating for you.
- Forfeited Funds Calculator — prove how much clients are giving away to Wall Street.
Plus: automatic enrollment in our monthly newsletter, so you stay current with tools, trends, and surplus wins.
Why Listen to Us?
ATA has returned tens of millions of dollars to Main Street employers. We’ve trained hundreds of brokers who now confidently place level-funded cases. Every one of them was once where you are — hesitant, uncertain, afraid of looking stupid. Today, they’re winning.
These are real clients, real american Dollars
What This Is Not
It’s not another carrier rah-rah. It’s not a YouTube rabbit hole. It’s not theory. It’s real-world training from the OGs of level funding, with proprietary tools you won’t find anywhere else.
Your $399 Deposit of Commitment
Here’s the deal: LFU isn’t free. It’s $399.
But - complete the course in 60 days and we refund every penny. You’ll still keep 24 months of access, the Double Doctor Referral System, GA introductions, calculators, guides, and newsletter access.
Why? Because if you don’t buy in, you won’t complete it. And if you don’t complete it, you won’t value it. We’re betting on you — but you must bet on yourself.
We’re betting on you — but you must bet on yourself.
Revolutionizing Small Group Health
Champion of Main Street
Dear Broker, I’m Tom Stein, and I’m on a mission to transform how small businesses gets healthcare. For too long, Main Street has been overlooked… It’s time for us to change that.”
After 30 years in the industry, I’ve seen what happens when brokers become true champions for small businesses – communities thrive.
