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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.

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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 Enroll

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.

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What is the Taylor Method?

step one

The ‘objection-free’ sales process developed by Eszylfie Taylor, an ACTIVE, MDRT Top of the Table producer (top 1% of financial advisors worldwide).

step two

The sales system predicated on shifting your mindset to solving problems vs selling products, resulting in fewer objections.

step three

A field-tested, proven system that has helped thousands of financial advisors around the world thrive!

step four

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.

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What You’ll Learn

The Four Pillars

The Approach

01

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

02

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

03

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

04

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.

photo of successful people listening to a lecture

Choose a Plan

Self-Serve Content

Hands-on Workshops

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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.

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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.

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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.

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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.

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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.

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Advanced Curriculum

Expanded content that builds on what you learn with the Essential plan.

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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]

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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.

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Power Closing Phrases

Improve your closing ratio with 14 power closing phrases that will help you answer objections and get clients to act.

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Bonus Prospecting Strategies

Outside the box prospecting ideas that go beyond the traditional prospecting activities to help you find opportunities within your community.

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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.

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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.

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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.

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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.

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Workshop Recordings

Keep access to your 4 workshop recordings for the duration of your 12-month access to the online content.

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Lifetime Discounted Access

After 12-months, renew on the Advanced level for 50% off, for life.

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successful man on the background of beautiful architecture

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.

photo of successful people listening to a lecture

Choose a Plan

$/undefined undefined

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.

check image

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.

check image

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.

check image

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.

check image

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.

check image

Advanced Curriculum

Expanded content that builds on what you learn with the Essential plan.

check image

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]

check image

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.

check image

Power Closing Phrases

Improve your closing ratio with 14 power closing phrases that will help you answer objections and get clients to act.

check image

Bonus Prospecting Strategies

Outside the box prospecting ideas that go beyond the traditional prospecting activities to help you find opportunities within your community.

check image

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.

check image

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.

check image

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.

check image

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.

check image

Workshop Recordings

Keep access to your 4 workshop recordings for the duration of your 12-month access to the online content.

check image

Lifetime Discounted Access

After 12-months, renew on the Advanced level for 50% off, for life.

check image
$/undefined undefined
Best Valuebest value marker

$/undefined undefined

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.

check image

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.

check image

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.

check image

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.

check image

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.

check image

Advanced Curriculum

Expanded content that builds on what you learn with the Essential plan.

check image

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]

check image

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.

check image

Power Closing Phrases

Improve your closing ratio with 14 power closing phrases that will help you answer objections and get clients to act.

check image

Bonus Prospecting Strategies

Outside the box prospecting ideas that go beyond the traditional prospecting activities to help you find opportunities within your community.

check image

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.

check image

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.

check image

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.

check image

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.

check image

Workshop Recordings

Keep access to your 4 workshop recordings for the duration of your 12-month access to the online content.

check image

Lifetime Discounted Access

After 12-months, renew on the Advanced level for 50% off, for life.

check image
$/undefined undefined

$/undefined undefined

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.

check image

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.

check image

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.

check image

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.

check image

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.

check image

Advanced Curriculum

Expanded content that builds on what you learn with the Essential plan.

check image

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]

check image

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.

check image

Power Closing Phrases

Improve your closing ratio with 14 power closing phrases that will help you answer objections and get clients to act.

check image

Bonus Prospecting Strategies

Outside the box prospecting ideas that go beyond the traditional prospecting activities to help you find opportunities within your community.

check image

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.

check image

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.

check image

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.

check image

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.

check image

Workshop Recordings

Keep access to your 4 workshop recordings for the duration of your 12-month access to the online content.

check image

Lifetime Discounted Access

After 12-months, renew on the Advanced level for 50% off, for life.

check image
$/undefined undefined

$/undefined undefined

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.

check image

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.

check image

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.

check image

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.

check image

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.

check image

Advanced Curriculum

Expanded content that builds on what you learn with the Essential plan.

check image

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]

check image

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.

check image

Power Closing Phrases

Improve your closing ratio with 14 power closing phrases that will help you answer objections and get clients to act.

check image

Bonus Prospecting Strategies

Outside the box prospecting ideas that go beyond the traditional prospecting activities to help you find opportunities within your community.

check image

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.

check image

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.

check image

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.

check image

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.

check image

Workshop Recordings

Keep access to your 4 workshop recordings for the duration of your 12-month access to the online content.

check image

Lifetime Discounted Access

After 12-months, renew on the Advanced level for 50% off, for life.

check image
$/undefined undefined
successful man on the background of beautiful architecture

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.”

david`s photo

David Hausdorff

Executive VP of New Organization Development Lifetime Growth

“13x improvement in my life insurance production in less than 2 months.”

johnathan`s photo

Johnathan Burgess

Founder - Big Money Management

“6x increase in overall production in less than 6 months… made Top of the Table for first time in my 9 year career!”

andrew`s photo

Andrew Mortenson

Founder - Mortenson Go Financial Consultants

“...quadrupled my average case size and tripled year 1 production in 3 months!”

anthony`s photo

Anthony Navarro

Junior Salesman and Taylor Method Student

Frequently Asked Questions

Find out all about the Taylor Method.

When and how will I receive my access to the content?

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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?

expand iconcancel expand icon

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?

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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?

expand iconcancel expand icon

You can contact us via our official email address: support@taylormethod.com

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Eszylife Taylor photoEszylife Taylor photo

About 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.