the Taylor Method
Develop the mindset, process, and language to build a million-dollar practice.
Insurance and financial services professionals are using the Taylor Method to break through walls and achieve their true potential.
I Want to EnrollWhat is the Taylor Method?
What is the Taylor Method?
The ‘objection-free’ sales process developed by Eszylfie Taylor, an ACTIVE, MDRT Top of the Table producer (top 1% of financial advisors worldwide).
The sales system predicated on shifting your mindset to solving problems vs selling products, resulting in fewer objections.
A field-tested, proven system that has helped thousands of financial advisors around the world thrive!
A deep library of content to help you address each pillar of the sales cycle effectively.
What You’ll Learn
The Four Pillars
The Approach
Prospecting strategies that aim to solve the biggest challenge most advisors face in this business - name flow! We teach high percentage strategies with repeatable language to help you create a consistent stream of new prospects.
The Fact Find
A process that will guide you through fact finding interviews, quelling objections before they arise. With our process, your prospects will be the ones telling you there is a problem.
The Opportunity
When analyzing a fact finder, our process shows you how to uncover every single opportunity for a sale. This is the phase where you simply become a facilitator of solutions, not a salesperson.
The Close
Present solutions that get clients to act. This is often the easiest and most rewarding phase of this sales system when the previous phases have laid the groundwork to perfect planning.
What You’ll Learn
The Four Pillars
The Approach
Prospecting strategies that aim to solve the biggest challenge most advisors face in this business - name flow! We teach high percentage strategies with repeatable language to help you create a consistent stream of new prospects.
The Fact Find
A process that will guide you through fact finding interviews, quelling objections before they arise. With our process, your prospects will be the ones telling you there is a problem.
The Opportunity
When analyzing a fact finder, our process shows you how to uncover every single opportunity for a sale. This is the phase where you simply become a facilitator of solutions, not a salesperson.
The Close
Present solutions that get clients to act. This is often the easiest and most rewarding phase of this sales system when the previous phases have laid the groundwork to perfect planning.
What we offer
Something forEveryone
Our program works just as well for advisors who are starting out vs advisors who have been industry veterans for 20+ years. We have 2 “self-serve” plans where you can log in and learn at your own pace. We also have 2 “Hands-On” (Virtual) Workshops that are ideal for producers who want to be coached by Eszylfie Taylor in a small group setting.
Choose a Plan
Self-Serve Content
Hands-on Workshops
Essential Curriculum
Step-by-step Taylor Method foundational curriculum that covers each pillar of the sales cycle to give you a repeatable process with powerful language.
Prospecting Strategies
Introduction to the 6 prospecting methods, plus multiple high percentage prospecting activities with a repeatable framework so you never run dry of new leads.
Interview Role Play Videos
Real fact finding interview videos with clients so you can see the Taylor Method process in action and apply it to your own practice.
Fact Finder Case Studies
8 unique fact finders of real clients to test your skills at uncovering every sale opportunity within each case. Comes with answer key and videos for each fact pattern.
Closing Language
Language to move clients to action during the close, and product specific closing language that you can use to frame the sale for life insurance, annuities, and investments.
Advanced Curriculum
Expanded content that builds on what you learn with the Essential plan.
Monthly AMAs
Live and recorded AMAs with Eszylfie Taylor to take a deep dive on your most pressing issues and how to tackle them. [High Value Events]
Product Focus
Special Topics content on specific product categories such as annuities and life insurance, and how to position the sale for each with objection handling language.
Power Closing Phrases
Improve your closing ratio with 14 power closing phrases that will help you answer objections and get clients to act.
Bonus Prospecting Strategies
Outside the box prospecting ideas that go beyond the traditional prospecting activities to help you find opportunities within your community.
4 Week Virtual Bootcamp
Four 90-minute live coaching sessions with a small group of advisors. Covers all 4 pillars of the Taylor Method and calls are recorded and accessible for the duration of your 12-mo plan.
Active Role Playing
Each session includes active role playing scenarios that get participants involved and applying the concepts and language with Eszylfie Taylor, creating an instant feedback loop.
Weekly Homework
To maximize your retention, each week includes homework videos which to prepare you for the lesson ahead and to get the most out of the role playing scenarios.
Access to Eszylfie
Throughout the 4 week program, you get priority access to Eszylfie in between your classes to discuss any active cases or resolve unanswered questions about the lessons.
Workshop Recordings
Keep access to your 4 workshop recordings for the duration of your 12-month access to the online content.
Lifetime Discounted Access
After 12-months, renew on the Advanced level for 50% off, for life.
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Join this Program if you want to...
Increase your productivity, case rate, and average case size.
Prospect up to individuals that make the money you want to make .
Get coaching from an ACTIVE, MDRT Top of the Table producer.
Stop worrying about money, period!
What we offer
Something forEveryone
Our program works just as well for advisors who are starting out vs advisors who have been industry veterans for 20+ years. We have 2 “self-serve” plans where you can log in and learn at your own pace. We also have 2 “Hands-On” (Virtual) Workshops that are ideal for producers who want to be coached by Eszylfie Taylor in a small group setting.
Choose a Plan
Prospecting Strategies
Introduction to the 6 prospecting methods, plus multiple high percentage prospecting activities with a repeatable framework so you never run dry of new leads.
Interview Role Play Videos
Real fact finding interview videos with clients so you can see the Taylor Method process in action and apply it to your own practice.
Fact Finder Case Studies
8 unique fact finders of real clients to test your skills at uncovering every sale opportunity within each case. Comes with answer key and videos for each fact pattern.
Closing Language
Language to move clients to action during the close, and product specific closing language that you can use to frame the sale for life insurance, annuities, and investments.
Advanced Curriculum
Expanded content that builds on what you learn with the Essential plan.
Monthly AMAs
Live and recorded AMAs with Eszylfie Taylor to take a deep dive on your most pressing issues and how to tackle them. [High Value Events]
Product Focus
Special Topics content on specific product categories such as annuities and life insurance, and how to position the sale for each with objection handling language.
Power Closing Phrases
Improve your closing ratio with 14 power closing phrases that will help you answer objections and get clients to act.
Bonus Prospecting Strategies
Outside the box prospecting ideas that go beyond the traditional prospecting activities to help you find opportunities within your community.
4 Week Virtual Bootcamp
Four 90-minute live coaching sessions with a small group of advisors. Covers all 4 pillars of the Taylor Method and calls are recorded and accessible for the duration of your 12-mo plan.
Active Role Playing
Each session includes active role playing scenarios that get participants involved and applying the concepts and language with Eszylfie Taylor, creating an instant feedback loop.
Weekly Homework
To maximize your retention, each week includes homework videos which to prepare you for the lesson ahead and to get the most out of the role playing scenarios.
Access to Eszylfie
Throughout the 4 week program, you get priority access to Eszylfie in between your classes to discuss any active cases or resolve unanswered questions about the lessons.
Workshop Recordings
Keep access to your 4 workshop recordings for the duration of your 12-month access to the online content.
Lifetime Discounted Access
After 12-months, renew on the Advanced level for 50% off, for life.
Essential Curriculum
Step-by-step Taylor Method foundational curriculum that covers each pillar of the sales cycle to give you a repeatable process with powerful language.
Prospecting Strategies
Introduction to the 6 prospecting methods, plus multiple high percentage prospecting activities with a repeatable framework so you never run dry of new leads.
Interview Role Play Videos
Real fact finding interview videos with clients so you can see the Taylor Method process in action and apply it to your own practice.
Fact Finder Case Studies
8 unique fact finders of real clients to test your skills at uncovering every sale opportunity within each case. Comes with answer key and videos for each fact pattern.
Closing Language
Language to move clients to action during the close, and product specific closing language that you can use to frame the sale for life insurance, annuities, and investments.
Advanced Curriculum
Expanded content that builds on what you learn with the Essential plan.
Monthly AMAs
Live and recorded AMAs with Eszylfie Taylor to take a deep dive on your most pressing issues and how to tackle them. [High Value Events]
Product Focus
Special Topics content on specific product categories such as annuities and life insurance, and how to position the sale for each with objection handling language.
Power Closing Phrases
Improve your closing ratio with 14 power closing phrases that will help you answer objections and get clients to act.
Bonus Prospecting Strategies
Outside the box prospecting ideas that go beyond the traditional prospecting activities to help you find opportunities within your community.
4 Week Virtual Bootcamp
Four 90-minute live coaching sessions with a small group of advisors. Covers all 4 pillars of the Taylor Method and calls are recorded and accessible for the duration of your 12-mo plan.
Active Role Playing
Each session includes active role playing scenarios that get participants involved and applying the concepts and language with Eszylfie Taylor, creating an instant feedback loop.
Weekly Homework
To maximize your retention, each week includes homework videos which to prepare you for the lesson ahead and to get the most out of the role playing scenarios.
Access to Eszylfie
Throughout the 4 week program, you get priority access to Eszylfie in between your classes to discuss any active cases or resolve unanswered questions about the lessons.
Workshop Recordings
Keep access to your 4 workshop recordings for the duration of your 12-month access to the online content.
Lifetime Discounted Access
After 12-months, renew on the Advanced level for 50% off, for life.
Essential Curriculum
Step-by-step Taylor Method foundational curriculum that covers each pillar of the sales cycle to give you a repeatable process with powerful language.
Prospecting Strategies
Introduction to the 6 prospecting methods, plus multiple high percentage prospecting activities with a repeatable framework so you never run dry of new leads.
Interview Role Play Videos
Real fact finding interview videos with clients so you can see the Taylor Method process in action and apply it to your own practice.
Fact Finder Case Studies
8 unique fact finders of real clients to test your skills at uncovering every sale opportunity within each case. Comes with answer key and videos for each fact pattern.
Closing Language
Language to move clients to action during the close, and product specific closing language that you can use to frame the sale for life insurance, annuities, and investments.
Advanced Curriculum
Expanded content that builds on what you learn with the Essential plan.
Monthly AMAs
Live and recorded AMAs with Eszylfie Taylor to take a deep dive on your most pressing issues and how to tackle them. [High Value Events]
Product Focus
Special Topics content on specific product categories such as annuities and life insurance, and how to position the sale for each with objection handling language.
Power Closing Phrases
Improve your closing ratio with 14 power closing phrases that will help you answer objections and get clients to act.
Bonus Prospecting Strategies
Outside the box prospecting ideas that go beyond the traditional prospecting activities to help you find opportunities within your community.
4 Week Virtual Bootcamp
Four 90-minute live coaching sessions with a small group of advisors. Covers all 4 pillars of the Taylor Method and calls are recorded and accessible for the duration of your 12-mo plan.
Active Role Playing
Each session includes active role playing scenarios that get participants involved and applying the concepts and language with Eszylfie Taylor, creating an instant feedback loop.
Weekly Homework
To maximize your retention, each week includes homework videos which to prepare you for the lesson ahead and to get the most out of the role playing scenarios.
Access to Eszylfie
Throughout the 4 week program, you get priority access to Eszylfie in between your classes to discuss any active cases or resolve unanswered questions about the lessons.
Workshop Recordings
Keep access to your 4 workshop recordings for the duration of your 12-month access to the online content.
Lifetime Discounted Access
After 12-months, renew on the Advanced level for 50% off, for life.
Essential Curriculum
Step-by-step Taylor Method foundational curriculum that covers each pillar of the sales cycle to give you a repeatable process with powerful language.
Prospecting Strategies
Introduction to the 6 prospecting methods, plus multiple high percentage prospecting activities with a repeatable framework so you never run dry of new leads.
Interview Role Play Videos
Real fact finding interview videos with clients so you can see the Taylor Method process in action and apply it to your own practice.
Fact Finder Case Studies
8 unique fact finders of real clients to test your skills at uncovering every sale opportunity within each case. Comes with answer key and videos for each fact pattern.
Closing Language
Language to move clients to action during the close, and product specific closing language that you can use to frame the sale for life insurance, annuities, and investments.
Advanced Curriculum
Expanded content that builds on what you learn with the Essential plan.
Monthly AMAs
Live and recorded AMAs with Eszylfie Taylor to take a deep dive on your most pressing issues and how to tackle them. [High Value Events]
Product Focus
Special Topics content on specific product categories such as annuities and life insurance, and how to position the sale for each with objection handling language.
Power Closing Phrases
Improve your closing ratio with 14 power closing phrases that will help you answer objections and get clients to act.
Bonus Prospecting Strategies
Outside the box prospecting ideas that go beyond the traditional prospecting activities to help you find opportunities within your community.
4 Week Virtual Bootcamp
Four 90-minute live coaching sessions with a small group of advisors. Covers all 4 pillars of the Taylor Method and calls are recorded and accessible for the duration of your 12-mo plan.
Active Role Playing
Each session includes active role playing scenarios that get participants involved and applying the concepts and language with Eszylfie Taylor, creating an instant feedback loop.
Weekly Homework
To maximize your retention, each week includes homework videos which to prepare you for the lesson ahead and to get the most out of the role playing scenarios.
Access to Eszylfie
Throughout the 4 week program, you get priority access to Eszylfie in between your classes to discuss any active cases or resolve unanswered questions about the lessons.
Workshop Recordings
Keep access to your 4 workshop recordings for the duration of your 12-month access to the online content.
Lifetime Discounted Access
After 12-months, renew on the Advanced level for 50% off, for life.
Join this Program if you want to...
Increase your productivity, case rate, and average case size.
Prospect up to individuals that make the money you want to make .
Get coaching from an ACTIVE, MDRT Top of the Table producer.
Stop worrying about money, period!
What Advisors are saying
“...went from Top 500 to Top 11 at my company in 90 days.”
“13x improvement in my life insurance production in less than 2 months.”
“6x increase in overall production in less than 6 months… made Top of the Table for first time in my 9 year career!”
“...quadrupled my average case size and tripled year 1 production in 3 months!”
Frequently Asked Questions
Find out all about the Taylor Method.
When and how will I receive my access to the content?
You will create your login details - email and password - when you sign up for a plan. After you successfully complete the transaction, you will be redirected to a login screen where you can start consuming the content instantly.
If you have any issues logging in, please contact us via our support email: support@taylormethod.com
Can I request a refund?
If you feel that what the Taylor Method has to offer is not what you expected, you are more than welcome to request a full refund within 7 days of your purchase. To formalize your request, you must contact us via email requesting a refund to our support: support@taylormethod.com.
We will be happy to refund 100% of your investment. No questions asked.
Upon completion of your request, you will lose all access to every piece of content the Taylor Method has.
How long can I have access to The Taylor Method content?
If you bought the Taylor Method “Essential’ plan, you have Lifetime access to the entire suite of content in that plan.
If you purchased the Taylor Method “Advanced” plan, you have access to the content as long as your subscription remains active. You can check your subscription period under the Account section.
If you purchase any of the Workshops, you will have access to the 4 week program, plus 12 months of access to the Advanced Plan from the day you signed up. After the 12 months, you will have the option to continue accessing the content via the Advanced Plan subscription cost.
How do I contact your company if my question isn’t answered here?
You can contact us via our official email address: support@taylormethod.com
Read our Blog
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The best free content on the internet for financial advisors.
Access NowRead our Blog
Sales Practice
Selling Insurance in 2024: The Ultimate Guide to Success
Special Topics
How Much Do Financial Advisors Make in 2024 (New)
Sales Practice
The Best Cold Calling Scripts For Advisors (2024)
Sales Practice
Best Sales Training For Financial Advisors (2024)
Practice Management
How Do Financial Advisors Make Money (New)
The best free content on the internet for financial advisors.
Access NowAbout the Creator
Eszylfie Taylor is anACTIVE Million Dollar Round Table Top of the Table producer. Before starting his own brokerage in 2013, Mr. Taylor finished his career at New York Life as one of the top 25 agents in the country (2012).
In 2015, hewon NAIFA's Top 4 Under 40 award and launched The Taylor Method, his personal training series for financial advisors and agents. In the process of developing The Taylor Method, Mr. Taylor has coached countless agents and brought many back from the brink of leaving the business, while empowering others to create record- breaking production.
His passion for mentoring and drive to succeed allows him to continually produce fresh, new content for his sales training system.