An exclusive, all inclusive, 3-day mastermind experience built to equip agents with implementable technology and sales skills.
No pitches. No cold conference rooms. Just tangible knowledge and real assets. Designed for top producers and agency owners who demand elite systems and a premium client experience without chaos
This isn’t theory or surface-level training. You’ll leave The Platinum Pipeline Event with real systems, real skills, and real assets already built.
3 months of proven atomic automations to increase speed-to-lead, follow-up, and booked appointments
A fully tuned AI chat bot to book appointments and nurture new and existing leads
An AI voice receptionist to handle missed, after-hours, and overflow calls
A professional onsite headshot ready for ads, branding, and credibility
A digital business card + VCF that automatically sends to new contacts
Step-by-step training on hiring and managing overseas appointment setters through ASETTERS
Proven dial patterns and follow-up frameworks used by top-performing agents
Beginner and advanced AI training built specifically for insurance agents
Vibe coding sessions to build, customize, and understand your own tools
High-converting ad creatives and marketing materials ready to deploy
Live Facebook ad training that actually works (no gimmicks)
Sales and cross-sell training with Laura Winningham focused on retention and lifetime value
Annuity training with Joe Tretola to uncover and present opportunities inside your book
Direct access to Tim James for one-on-one guidance and strategy
A live dinner seminar experience for deeper learning and implementation
The Platinum Pipeline Event is built for insurance professionals who are serious about growth, systems, and long-term revenue — not shortcuts.
This event is for you if you are:
A Medicare, health, life, or annuity agent actively selling and looking to increase lifetime client value
An agent or agency owner who wants real automation, not gimmicks
Someone generating leads (or planning to) and needs better follow-up, booking, and conversion systems
An agent ready to cross-sell annuities, life, or supplemental products with confidence and clarity
A business owner who understands that scaling requires systems, people, and process
An agent who wants to work smarter, not longer hours chasing leads
A professional who is A2P compliant (or willing to become compliant before attending)
This event is not for:
Anyone looking for get-rich-quick tactics
Agents who aren’t actively selling or implementing
People who want theory instead of execution
Those unwilling to invest in their business or follow proven systems
If you’re ready to build a real pipeline that compounds over time, this event was designed for you.
Attendance Requirements
To ensure every attendee can fully participate and implement what’s taught, the following requirements must be completed prior to attending:
Bring a laptop — this is a hands-on, working event (tablets and phones are not sufficient)
A2P registration must be completed and approved before the event
Attendees who are not A2P compliant will not be permitted to participate in live SMS, automation, or implementation sessions
This event is designed for execution, not just observation.
Please arrive prepared to build, launch, and optimize in real time.
Laura Winningham
Laura Winningham is a Medicare industry leader with over 13 years of experience helping agents master cross-selling with integrity and confidence. Starting her career in Indiana and now serving the New Orleans market, Laura has built a reputation for blending deep plan knowledge with modern, ethical sales strategy. She specializes in teaching agents how to present multiple products in a single, natural conversation without pressure or confusion. Whether training teams or advising clients, Laura brings clarity, momentum, and proven frameworks that drive higher retention and long-term client value. Her sessions are practical, high-energy, and immediately usable in the field.
Zach Paschke
As Vice President of Topflight Insurance, Zach blends sales expertise with cutting-edge technology. His creation of Atomic Automations revolutionized agent productivity by automating marketing, lead generation, and follow-up systems—directly contributing to record-breaking seminar attendance and revenue growth. Zach’s leadership continues to drive innovation and efficiency, empowering agents to scale faster and serve clients more effectively.
Joe Tretola
Joe Tretola is a nationally recognized annuity and retirement income trainer known for helping insurance agents turn everyday Medicare and life conversations into long-term, high-retention revenue. Before becoming a trainer, Joe spent nearly a decade as a financial advisor with Ameriprise Financial, where he mastered asset gathering, retirement planning, and annuity strategies without overwhelming clients. His background spans health, life, Medicare, annuities, and asset-based planning, giving him a rare ability to bridge insurance sales with true retirement strategy. Joe is known for stripping out the fluff and teaching agents exactly how seniors think, what they fear, and what actually drives decisions.
Joanna Wyckoff
Joanna Wyckoff is a respected Medicare and insurance professional known for her ability to simplify complex concepts and connect authentically with audiences. With years of hands-on experience educating clients and training agents, Joanna brings clarity, confidence, and practical insight to every stage she steps on. Her approach focuses on communication, positioning, and real-world application — not theory. Joanna has a talent for breaking down what agents should actually say, how to say it naturally, and how to build trust quickly with seniors. Her training helps agents communicate more effectively, reduce confusion, and create smoother, higher-converting client conversations.
Tim James
Tim James is a leading marketing, automation, and systems expert in the life and health insurance industry. He is the founder of multiple high-growth platforms including Swayze CRM, ASETTERS, and other insurance-focused SaaS solutions used by thousands of agents nationwide. Tim specializes in building scalable sales systems that combine automation, AI, appointment setters, and data-driven workflows. Known for his direct, no-fluff teaching style, Tim focuses on what actually works in the real world — not theory. His training helps agents increase appointments, improve follow-up, and build businesses that operate efficiently without burning out.
The Platinum Pipeline Event is a fully all-inclusive experience, designed so you can focus entirely on learning, implementation, and connection.
Lodging is included for the duration of the event
Attendees will stay in large, upscale Airbnbs reserved specifically for the group
Most meals are included, including hosted group meals and the live dinner seminar
Built-in networking experiences throughout the event to connect with speakers and fellow high-level agents
Shared spaces designed to encourage collaboration, discussion, and real-world problem solving
This isn’t a hotel ballroom event. It’s an immersive environment where training, implementation, and relationships happen naturally — before, during, and after sessions.
Just show up prepared, focused, and ready to build. Everything else is handled.
