The Hoopis Performance Network has formed alliances with industry organizations that complement our existing resources, products and services. Strategic Partners Leverage Our Strategic Partners to Increase Performance & Productivity The Hoopis Performance Network has formed alliances with industry organizations that complement our existing resources, products and services. Harry Hoopis and his team field tested the tools and resources within his very own “Living Laboratory.” Moody’s Learning Solutions For over 40 years Moody’s has set the industry benchmark in financial services education, elevating the skills of banking and lending professionals worldwide. Harnessing its risk management expertise and insights into banking and finance best practices, Moody’s is the training partner of choice for financial institutions seeking to build a competitive and risk-aware workforce. Visit Website Over 850 financial services companies in more than 70 countries around the world turn to LIMRA first to help them build their businesses and improve their performance. These members rely on our 90 years of industry experience, along with resources in Research, Consulting, Assessment, Development, Compliance and Regulatory Services. Visit Website Leadercast is a leadership development organization that hosts events, including the renowned Leadercast Live conference, which features top leaders from various industries. They provide valuable insights, resources, and tools to help individuals and organizations develop and enhance their leadership skills. Through in-person and digital content, Leadercast empowers leaders to unlock their potential and drive success. Their mission is to create leaders worth following who can inspire and elevate those around them. Visit Website InsuranceNewsNet (INN) is the insurance industry’s #1 trusted news source! For cutting-edge insights and innovative strategies, turn to INN—the go-to platform for financial professionals seeking the latest news and resources to fuel success. We deliver timely updates, expert analysis, and actionable content that empowers agents, advisors, and firms to stay ahead of the competition. With award-winning journalism, cutting-edge digital tools, and results-driven marketing solutions, we help our partners grow their businesses and maximize their impact. Our readers save time by accessing all the critical content they need in one place—InsuranceNewsNet.com—without having to sift through multiple publications or news outlets. Visit Website Go1 is the world’s most diverse content aggregator with industry-leading training and compliance courses. They power learning programs with training content from more than 250 learning providers. Empower employees and reimagine learning and development with one subscription, integrated into existing LMS and HRIS platforms. Visit Website Upping L&D Impact, your one-stop-shop for future proofing your organization. Knowing every organization has unique needs, since 2011 OpenSesame is committed to understanding those nuances and helping craft skill-building paths tailored to your specific business goals. Not only does our Marketplace contain tens of thousands of courses from world class publishers, through powerful AI tools and a team of expert curators, we work shoulder to shoulder with you to identify critical skill gaps and deliver effective training to close them. Visit Website Cornerstone is more than a product, we're your partner. For more than two decades, we've been at the forefront of talent and people innovation, helping our customers stay ahead of the curve. Our team of experts deeply understands your unique talent challenges and opportunities with an unwavering focus on our customers' success. Together, we will work hand-in-hand with you to deliver extraordinary experiences and the results that matter to your organization. Visit Website Through our millions of profiles of people for over 3,500 organizations, we have developed highly sophisticated ways to measure these success factors using a variety of proprietary normative profiles. SMG is a leader in talent management solutions, partnering with clients worldwide to help them attract, select, retain, and develop top potential employees. Now the largest sales profiling company in the world, our online system is available 24/7, 365 days a year in 45 countries and in over 40 languages. Our Predictor of Potential (POP™) is a definitive example of our innovative and science-based approach. The POP™ has been thoroughly validated regularly since its creation in 1978 – and we are always improving upon it. The POP™ has become the basis for our other proprietary profiles. Visit Website Life Happens is a nonprofit organization dedicated to helping Americans take personal financial responsibility through the ownership of life insurance and related products, including disability and long-term care insurance. Life Happens also seeks to remind people of the important role insurance professionals perform in helping families, businesses, and individuals find the insurance products that best fit their needs. Life Happens does not endorse any product, company or insurance advisor. Its only interest is seeing that consumers get the coverage they need to protect themselves and their loved ones. Visit Website Why choose us, our clients choose to work with rekroot because of our integrity and effectiveness, through innovative ways to serve as your resource for achieving growth goals. Our mission, what this means to you is, we invest the time to listen and understand, by reviewing your current progress, in line with where you want to be as an office and team. What we do, the real benefit is we will provide a personalized comprehensive analysis that aligns with your goals, values and objectives with actionable items. Visit Website RAD Potential Advisory delivers evidence-based hiring and coaching solutions tailored for sales-driven organizations. By leveraging data analytics, predictive assessments, and targeted development programs, we help clients make smarter talent decisions and build stronger teams. Trusted by businesses across industries, RAD transforms raw data into actionable insight. Visit Website 25 Point System’s software platform for on-boarding and developing new advisors helps managers attract, retain and grow a digital-age field force by integrating innovative activity management concepts and skill development tools, in an environment that inspires self-management and accountability. Modeled after 25 Point Systems under John Baier’s industry-renowned 25-Point System. 25 Point Systems includes engaging features like leaderboards and a team-based social media feed. Built-in skill development tools introduce micro-learning content, and provide an interface that enables a producer to record scripts and selling techniques, submit to their trainer, manager or mentor, and gain feedback any time of day. At its core, the concept is built on game-like levels, allowing assignments, skill development and production goals to be set for each producer, and utilized as the criteria for incentives, rewards, and advancement opportunity. Visit Website

Just drop us a line today to explore how we can assist you in increasing your productivity. We at Hoopis Performance Network look forward to hearing from you! Yes I Have 2025 Budget $ We Need to Use My organization has 2025 budget dollars that we need to use by year end. Please contact me ASAP to help us determine the best HPN solutions to utilize based on our 2026 goals and objectives. Hoopis Performance Network 650 Dundee Road, Suite #150, Northbrook, IL, 60062 Phone: (847) 716-1800 Contact us First name* Last name* Email* Message Submit

Course Catalog Go Back to Main Catalog Page Client Appreciation Events Client Segmentation: Identifying Growth Opportunities in Your Book of Business Cross-Selling Marketing 101 - Client Segmentation Cross-Selling Marketing 201 - Cross-Selling Clients Cross-Selling Marketing 301 Leveraging Resources to Build an Exciting Client Experience Newest Cross Selling Videos Cross-Selling Log in now to view this course Perspectives: Marketing Social Media 101 Social Media 201 Social Media 301 Social Selling PRO Social Media Client Appreciation Events Is Your Target Market Really Your Target Market? Marketing to the Affluent 101 Marketing to the Affluent 201 Marketing to the Affluent 301 Newest Target Marketing Videos Target Marketing 101 Target Marketing 201 Target Marketing 301 Understanding The NIL Opportunity Working in the Medical Market Target Marketing Learning Paths (beta) Sales Skills Marketing Product Knowledge Practice Management Motivation Classroom Training Coaching Resources Menu Close Try It Free for 14 Days Get full access to the platform—risk-free. No credit card. No commitment. Just results. Start building your advisor bench today. Start Your FREE Trial

Free downloads of our Hoopis Performance Network advisor skill assessments and manager systems assessments. (PDF format). Advisor Skill Assessments The following are skills assessments based on the best practices of top advisors in financial services. The purpose is to have your advisors complete an assessment by reflecting on their own sales skills and the extent to which they are applying each best practice. Listening Skills Assessment Prospecting Skills Assessment Factfindings Skill Assessment Closing Skills Assessment Manager Systems Assessments The following are organizational systems assessments based on best practices of the top quartile firms in financial services. The purpose is to have your leadership team complete an assessment by reflecting on the firm’s existing systems and the extent to which the organization is applying each best practice. Recruiting & Selection Systems Assessment Training Systems Assessment Coaching & Development Systems Assessment Attracting Generation Next Assessment Your Top Line is Only as Good as Your Distribution I'm Ready to Build My Dream Team We have the proven programs you need to increase productivity and retention

Listen to What People Are Saying About Hoopis Performance Network. See how we make financial professionals extraordinary. Listen to What People Are Saying About Hoopis Performance Network! See how we make financial professionals extraordinary. Hoopis Video Testimonials outline the world-class performance of the Hoopis Performance Network. Your Top Line is Only as Good as Your Distribution I'm Ready to Build My Dream Team We have the proven programs you need to increase productivity and retention

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Clients in over twenty-five countries throughout the world leverage HPN to help them keep pace with the ever-evolving challenges of learning and development in the new world. Digital Learning & Development Solutions for a New World! Financial Wellness Resources to Differentiate Your Organization Learn More Home Office/Field Staff Development Increase Engagement, Productivity and Retention Learn More Leadership Development On Demand Resources for Your Managers and Leaders Learn More Advisor Development Digital Learning Solutions for Advisor Development Learn More Our digital resources are designed to be scalable and customizable depending on your organization’s virtual learning and development needs. Why Choose Us for Your Digital Content Needs? For more than a decade, HPN has been providing digital learning solutions when, where and how your financial professionals need it. Clients in over twenty-five countries throughout the world leverage HPN to help them keep pace with the ever-evolving challenges of learning and development in the new world. Most utilized digital content library in financial services Over 50,000 subscribers in 25+ countries Integrates within any Learning Management System Turnkey manager tools for training and coaching Hundreds of microlearning videos and courses Digital learning paths based on role, tenure and preferences Contact Us Today To Learn How We Can Help With Your Digital Content Needs. Let's Talk Digital Learning & Development Solutions for a New World!

HPN University live product demos. See our products in action! Each Demo consists of a 30-minute live walkthrough and Q&A. HPN University live product demos HPN University Live Product Demos See our products in action! Each Demo consists of a 30-minute live walkthrough and Q&A. Subject Matter Expert Style July 7th @ 2:00 PM CT Register Now Classroom Training Style July 14th @ 2:00 PM CT Register Now HPN University: Two Styles of Learning EDGE Leadership Development July 21th @ 2:00 PM CT Register Now Host Home Office Employees and Field Stafff July 28th @ 2:00 PM CT Register Now Financial Wellness Increase Productivity and Reduce Turnover August 4th @ 2:00 PM CT Register Now Can't make a date that works? Contact us for a personal 1-on-1 demo! Schedule a Demo

Move confidently into targeted marketplaces and advanced-sale opportunities — with a curriculum that turns complex planning concepts into plain language you can explain to any client. Transform Your Tomorrows Move confidently into targeted marketplaces and advanced-sales opportunities with a curriculum that turns complex planning concepts into plain language you can explain to any client. Transform Your Tomorrows Move confidently into targeted marketplaces and advanced-sales opportunities with a curriculum that turns complex planning concepts into plain language you can explain to any client. 160+ On-demand sessions 21 Advanced-market series Any Device Anytime access Build a successful practice by mastering the markets that matter most. No one can target everyone. This discipline helps you focus your time and brand on well-defined, higher-value marketplaces, giving you the language to educate clients through the life events they'll actually face. Why it works for your practice What you gain Insight into the life events and situations facing today's prospects and clients. Solutions, strategies and concepts explained in layman's language. Confidence to approach, work with and recognize opportunities in new markets. A dynamic library that's constantly updated as laws and markets change. How it's delivered The format Bite-sized yet comprehensive sessions that fit any schedule. Easy to use, easy to understand and accessible on demand. Start, Stop & Continue activities that turn learning into action. Worksheets that feed directly into your marketing and business plan. What Happens When Someone Dies Introduction to estate conservation Reducing settlement costs & avoiding probate Introduction to wills and trusts When a loved one dies — the full timeline Managing an inheritance Working with Business Owners Understanding small-business owners The small-business marketplace Life insurance in the business market Reading financial statements, parts one & two Different Business Structures Sole proprietorships & partnerships C corps, S corps and taxation LLCs and professional service corporations Managing Business Risks Buy–sell arrangements & funding Key person coverage Business disability coverage Estate planning for business owners Estate Tax Planning How property passes at death Estate tax limits & trusts in estate planning Dynasty trusts & generation-skipping tax Charitable giving & annual gifts Executive Benefit Plans Non-qualified retirement plans Executive bonus & split-dollar plans Deferred compensation Choosing qualified vs. non-qualified Social Security What if You Keep Working While Receiving Benefits? Divorced Spousal Benefits FICA Women and Social Security Benefits Medicare Overview of Medigap Insurance Medicare Advantage Plan or Medigap Coverage Medicare is only a Band-Aid Comparison of Medicare Choices for Medicare Coverage Advanced Markets & Planning - Discipline Preview And More... Download the Full Course Curriculum Guide Course Curriculum See it in action A sample of our on-demand video sessions Every concept is delivered in a short, engaging module — the same bite-sized format used across the full 120-session library. Overview of Key Person Coverage Understanding "C" Corps Avoiding Generation-Skipping Tax with Dynasty Trusts Overview of the Secure Act 2.0 Overview of Deferred Compensation Plans BBB Part 4: Charitable Giving, Estate Tax and Tax Brackets Choosing to Receive Retirement Benefits at FRA Medicare or Medicaid Why it works for your practice Designed for producers ready to move into advanced markets Business-market advisors Estate & retirement planners Agency & advisor field staff New & developing advisors Experienced producers Small practices & solo advisors Advanced-sales specialists Ready to move into a new advanced market? With the Fundamentals of Advanced Markets & Planning available anytime, anywhere, and on any device, moving into a new market has never been easier. Contact Us