Mentorship Program
Personalized coaching to strengthen skills, sharpen strategy, and elevate results.
The Tarkenton Edge for Our Advisors
Great advisors grow with guidance, accountability, and real-world development. Our Mentorship Program gives you access to hands-on coaching from a top-performing Tarkenton Financial advisor that will strengthen your client conversations, improve your case outcomes, and build a better process for your business.
Whether you’re newer to annuities and life insurance or ready to go to the next level, our mentorship tracks provide the structure and insight to help you grow with purpose.
Three Paths to Advisor Development
We offer multiple mentorship tracks so advisors can choose the level of support that best fits their experience, goals, and growth stage.
90-Day Intensive Mentorship
Foundational development for advisors seeking structure, skills, and accountability.
This 12-week intensive program provides guided, repeatable development for advisors who want to strengthen their process and build confidence in the FIA and IUL space.
Ideal For:
- Advisors newer to the FIA/IUL marketplace
- Advisors who want a structured learning path
- Advisors looking for weekly accountability and skill-building
Program Includes:
- Weekly 60-minute virtual coaching sessions
- Client acquisition strategies
- Discovery & fast-finding techniques
- Sales process optimization
- Product training
- Presentation & closing skill development
Application Split Program
Performance-based mentorship for advisors already in the field and meeting with clients.
This program is built for advisors who are actively running appointments and want real-time mentorship to improve case outcomes, business quality, and closed applications—without upfront cost.
Ideal For:
- Advisors with an active client base
- Advisors consistently scheduling or running appointments
- Advisors looking to maximize case opportunities with expert support
Program Includes:
- Appointment prep and follow-up coaching
- In-meeting support or shadowing
- Product recommendation guidance
- Advanced case design collaboration
On-Site Workshop + Appointment Mentoring
Immersive, in-person development for advisors looking for hands-on coaching with clients.
This two-day, on-site experience brings you directly into a high-performing practice to observe real processes, real appointments, and real-world application, with follow-up mentorship to reinforce what you’ve learned.
Ideal For:
- Advisors or teams who want in-person training
- Advisors seeking a deeper, experiential learning approach
- Practices preparing for accelerated growth
Program Includes:
- Workshop materials and live role-play
- Marketing materials review
- In-office shadowing (when permitted)
- Two weeks of post-workshop implementation coaching
Why Advisors Choose Our Mentorship Program
All programs are led by a top-producing advisor who trains from lived experience.
Choose the program that fits your goals and experience.
Every session focuses on real conversations, client needs, and strategies.
Guided progression helps advisors build consistent habits and momentum.
Stronger skills lead to clearer conversations and better recommendations.