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Turning Medicare Agents Into Retirement Advisors

Life & Annuity 
​Learning Academy

Life & Annuity Learning Academy (LALA), powered by The Acclivus Group, equips agents with the training, tools, and strategies to expand beyond Medicare into life insurance, retirement planning, and advanced client solutions.

LALA Training Partners

Trusted by Industry Leaders

These carriers have brought their expertise directly to our agents through LALA product trainings, lunch & learns, and live events — giving you unfiltered access to the source.

Corebridge FinancialLife & Annuities
Pacific LifeInsurance & Annuities
Allianz LifeRetirement Solutions
OneAmericaFinancial Services
MedMutual ProtectLife Insurance
Globe LifeLife & Supplemental
Corebridge FinancialLife & Annuities
Pacific LifeInsurance & Annuities
Allianz LifeRetirement Solutions
OneAmericaFinancial Services
MedMutual ProtectLife Insurance
Globe LifeLife & Supplemental
Corebridge FinancialLife & Annuities
Pacific LifeInsurance & Annuities
Allianz LifeRetirement Solutions
OneAmericaFinancial Services
MedMutual ProtectLife Insurance
Globe LifeLife & Supplemental
Corebridge FinancialLife & Annuities
Pacific LifeInsurance & Annuities
Allianz LifeRetirement Solutions
OneAmericaFinancial Services
MedMutual ProtectLife Insurance
Globe LifeLife & Supplemental
Physicians MutualInsurance Plans
North AmericanCompany Life & Health
Mutual of OmahaInsurance & Benefits
F&GAnnuities & Life
American EquityInvestment Life Insurance
InstaBrainInsurTech Solutions
Physicians MutualInsurance Plans
North AmericanCompany Life & Health
Mutual of OmahaInsurance & Benefits
F&GAnnuities & Life
American EquityInvestment Life Insurance
InstaBrainInsurTech Solutions
Physicians MutualInsurance Plans
North AmericanCompany Life & Health
Mutual of OmahaInsurance & Benefits
F&GAnnuities & Life
American EquityInvestment Life Insurance
InstaBrainInsurTech Solutions
Physicians MutualInsurance Plans
North AmericanCompany Life & Health
Mutual of OmahaInsurance & Benefits
F&GAnnuities & Life
American EquityInvestment Life Insurance
InstaBrainInsurTech Solutions

150+
Carrier partners
20+
Product training sessions
3
Live events hosted
100+
Agents trained

What's New?

LALA LIVE — Irvine
​Thursday, June 25th  | 9:30 AM PT

Ready to grow beyond Medicare?

Join LALA Live Irvine —  an exciting in-person event built for Medicare agents looking to expand into life insurance, annuities, and ancillary products. Connect with top industry leaders, discover new income opportunities, network with fellow agents, and gain real-world strategies you can use immediately. 


Plus, enjoy giveaways, exhibitors, food, and a high-energy atmosphere designed to help you grow. Best of all — General Admission is FREE. 🎫

About LALA

Life & Annuity Learning Academy (LALA) is the official agent training division of The Acclivus Group, built to help independent agents grow their business through education, execution, and opportunity.


We specialize in transforming Medicare-focused agents into well-rounded financial professionals by providing practical, field-tested training across:

Life Insurance (Final Expense, Term, IUL)
Retirement Planning & Safe Money Strategies
Social Security Optimization
Estate & Legacy Planning
Group Benefits & Employer Solutions
Ancillary Products (Hospital Indemnity, Cancer, Critical Illness, Home Health)
About Image

Your Next Move in Insurance Starts Here!

Come join us for the Acclivus Group Opportunity Webinar, specially designed for L&H Insurance Licensees looking to expand their horizons!

Step into new possibilities within the insurance industry. This online event delivers actionable insights, meaningful networking, and valuable resources to help you elevate your career. Join us and position yourself for what’s next.

What Makes LALA Different

Built for Producers, By Producers

At LALA, everything is designed around one outcome: helping agents close more business and increase revenue per client.
Our approach includes:

Proven scripts and conversational frameworks


Access to experienced producers and industry leaders


Live case examples and real client scenarios


Cross-selling strategies that feel natural—not forced


Step-by-step sales processes you can implement immediately


Whether you’re new to life insurance or looking to scale production, LALA provides a clear path forward.

Training & Events

Learn. Apply. Produce.

Lunch & Learn Sessions
Local, High-impact Training


Live Sales Workshops & Seminars


Webinar & Online Events

Advanced Strategy Sessions


Each event focuses on actionable strategies you can use right away to generate new revenue opportunities within your existing book of business.

👉 Stay ahead of the curve—check out upcoming events and secure your spot.

Friday Product Trainings

Learn directly from industry experts about the latest products and strategies to grow your business.

More About LALA...

Agent Resources

Everything You Need to Produce at a High Level


LALA provides agents with access to tools and resources that support consistent production and scalable growth:
  • Pre-built marketing campaigns (email, text, voicemail)
  • Seminar & webinar promotion systems
  • Client conversation guides and scripts
  • Product training and positioning guides
  • Sales funnels and lead generation strategies
  • Ongoing coaching and support
Our goal is simple: remove friction and help you focus on writing business.

Who LALA Is For

LALA is designed specifically for:
  • Independent Medicare agents 
  • Insurance agents looking to expand product offerings
  • Advisors seeking to increase client value and retention
  • Agents ready to transition into retirement planning
If you’re already serving clients age 65+, you’re sitting on untapped opportunities. LALA shows you how to capture them

Why It Matters

The landscape is changing. Medicare commissions are tightening, and clients need more comprehensive guidance than ever.
    Agents who succeed today are those who can connect health coverage to financial protection and long-term planning.

    LALA helps you make that transition—confidently and profitably
    .

Your Next Level Starts Here

Don’t let opportunities in your existing client base go untapped.
Join Life & Annuity Learning Academy and start building a more complete, more profitable business today.

The LALA LIVE: Tempe was a success!

Our Life & Annuity Learning Academy (LALA) Live: Tempe was a huge success, bringing together insurance and financial professionals for an afternoon of learning, networking, and industry insights.

From engaging conversations to valuable strategies shared throughout the event, it was amazing to see so many professionals come together to grow their business and expand their knowledge.

A big thank you to everyone who attended and helped make this event such a success!

👉 Browse through the photos and video to see some of the highlights from the event.

We’re excited for what’s ahead and look forward to seeing you at future LALA events!

Register on the Upcoming LALA LIVE in Irvine!
Upcoming Event Image

Be Part of What’s Next

Events & Learning Sessions

Explore our events schedule to find exciting opportunities for networking, learning, and growth. Stay ahead of industry trends and connect with us!

LALA Online Webinar Event

April 17th, 2026 | Friday

The LALA community continues to grow stronger with every event. Our recent sessions brought together agents from across the industry who are becoming more aware, engaged, and excited about the opportunities within LALA. From meaningful conversations to valuable training and networking, the momentum continues to build as more agents choose to get involved and become part of a supportive and thriving community.

We’re grateful for everyone who joined us and look forward to welcoming even more agents at our upcoming events and trainings. 

Here’s a quick look back at one of our recent LALA events! ✨

The learning, networking, and energy were unmatched.
Ready for the next one? Stay tuned — more exciting LALA events are on the way! 🚀

LALA LIVE: Reno, NV

April 30, 2026
Thursday| 11:00 AM - 1:30 PM 

Dave & Buster's, Reno, Nevada 

More NV-based agents joined the LALA family! 

Join the conversation and discover what’s possible beyond Medicare.

LALA LIVE: Irvine, CA 

June 25th, 2026
Friday | 9:30 AM, Pacific

Dave & Buster's Irvine Spectrum, CA

Life & Annuity Learning Academy — Irvine, CA

On June 25th in Irvine, LALA brings Medicare agents together for an in-person experience focused on thoughtful learning, practical conversation, and meaningful connection. The day is designed to be approachable and engaging, offering space to explore life insurance, annuities, and retirement income topics alongside peers—through open discussion, shared perspectives, and real-world insight you can take with you.

CAHIP: Annual Sales Symposium

March 10, 2026
Tuesday | 8AM - 4PM 

Riverside, CA

Riding the Wave: Ai in Benefits

Harness the power of artificial intelligence to navigate the future of the benefits industry. This dynamic symposium delivers forward-looking education for health insurance and Medicare agents, featuring expert-led discussions on AI in benefits, a CE course on using AI securely and compliantly, an Anti-Fraud CE, and an afternoon panel focused on innovative cost-containment strategies.


8 amazing agents have joined the family!
Ready to join them? Click Learn More to get started.


NABIP Northern Nevada

April 29, 2026
Wednesday | 8AM – 5PM

Reno, Nevada

NNV NABIP Benefits & Medicare Expo 

Discover the latest in benefits and Medicare at the NNV NABIP Benefits & Medicare Expo—a high-energy event bringing together industry experts, carriers, and professionals for insights, innovation, and meaningful connections to help you grow and stay ahead.


Another successful event in the books! 🎉

We’re excited to welcome 9 more agents to the LALA family following the NNV NABIP Benefits & Medicare Expo. The community keeps growing, and we’re just getting started. ✨

CAHIP 

May 19, 2026
Tuesday | 7AM – 5PM

Riverside Convention Center, 
Riverside, CA

IE Sales Symposium

The CAHIP – IE Sales Symposium is a high-impact, full-day event for health insurance professionals focused on sales growth, industry insights, and proven strategies to succeed in today’s market plus valuable networking with peers and industry partners.

CAHIP-LA Annual Conference in Burank

May 20, 2026
Tuesday | 8AM - 4PM 

Riverside, CA

Riding the Wave: Ai in Benefits

Harness the power of artificial intelligence to navigate the future of the benefits industry. This dynamic symposium delivers forward-looking education for health insurance and Medicare agents, featuring expert-led discussions on AI in benefits, a CE course on using AI securely and compliantly, an Anti-Fraud CE, and an afternoon panel focused on innovative cost-containment strategies.


CAHIP

August 27, 2026
Wednesday | 8AM – 5PM

The Castaway
Burbank, CA

LA Medicare Summit

Elevate your Medicare expertise at the CAHIP LA Medicare Summit—a dynamic, full-day event delivering timely Medicare insights, regulatory updates, and proven strategies to help you grow and stay competitive, all while connecting with fellow professionals and industry leaders.


CAHIP 

August 31, - September 3, 2026
Mon - Thurs | 7AM – 5PM

Riverside Convention Center, 
Riverside, CA

Senior Summit

Empower your impact at the CAHIP Senior Summit—a multi-day event dedicated to senior-focused solutions, Medicare insights, and industry best practices, bringing together professionals for education, collaboration, and meaningful connections that drive better outcomes for the senior market.

Get in touch with us

Connect with us today to get the latest updates on our next event. 

Visit

16810 E Avenue of the Fountains Blvd., Ste. 211
Fountain Hills, AZ 85268


Call

+1 855-765-6790




Email

info@acclivus.us