Advisor access

This resource is available to advisors currently working with Ron and his team. Enter your approved email and accept the terms below to continue.

Advisor Resource Access TermsScroll to review

1. Eligibility. These resources are provided for approved advisors currently working with Ron Eastman and his team. You agree to enter an email address assigned to you or your firm and not to use another advisor's access.

2. Permitted use. Resources may be used for your internal business planning and client-support work. You may not share access, reproduce the tools for distribution, sell them, or provide them to an unauthorized third party.

3. Professional responsibility. These resources support professional judgment but do not replace current carrier materials, product requirements, suitability obligations, or advice from legal, tax, accounting, or compliance professionals.

4. Information and availability. Information may change, and access may be updated, suspended, or revoked at any time. Confirm current rates, requirements, and product details before relying on them in a client recommendation.

5. Access period. After acceptance, this browser may remain authorized for up to 90 days. A different device, browser, private session, cleared browser data, or expired authorization may require acceptance again.

6. Activity records. For security, service improvement, and advisor support, the site records the approved email, terms version, acceptance time, protected resources accessed, downloads, session activity, and a privacy-conscious browser or network identifier. Raw uploaded workbook contents are not included in access-activity reporting.

7. Confidentiality. You are responsible for protecting access on your device and notifying Ron or his team if you believe access has been used improperly.

8. Agreement. By selecting the acceptance box and continuing, you confirm that you have reviewed and agree to these terms.

End of terms

Once approved, this browser will remain authorized for up to 90 days.

Not currently working with Ron and his team?Schedule a 15-minute conversation to learn how you can get access ↗
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Advisor Growth Insights

Simple inputs.Executive-level clarity.

Turn simple activity data into a clear picture of your pipeline, performance, and next opportunities.

See how it works

Built on a keep-it-simple approach: minimal effort in, meaningful clarity out.

Marketing performance

Compare spend, appointments, closed business, and estimated return by campaign.

Funnel conversion

See exactly where prospects advance—and where opportunity is being lost.

Coaching priorities

Turn activity into a focused conversation about accountability and the next best move.

How it works

Simple for your team. Useful for your next decision.

No new system to adopt and no dashboard to maintain. Use the workbook, return it securely, and let the coaching conversation do the rest.

01

Download

Start with the provided Excel workbook and save a working copy for your practice.

Get the workbook ↓
02

Update

Add the straightforward campaign, appointment, team, and closed-business details you already track.

03

Return

Upload the completed .xlsx file through the secure handoff below. Only Ron can access it.

04

Review

Use the finished report to find the strongest opportunity, align the team, and decide what comes next.

Secure return

Send your completed workbook directly to Ron.

Your file is stored in a private submission inbox accessible only to Ron. Upload the completed Excel workbook when you are ready; there is no email attachment to manage.

Private by design.xlsx files only · 20 MB maximum · owner-only access
Return your workbook

Ready when you are.

Turn insight into action

Ready to see what your funnel is telling you?

Bring the facts. We’ll use them to find the right next decision for your business.

Schedule a Coaching Conversation
Advisor Funnel Performance ReportSix-page illustrative sample
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Download PDF ↓
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