The Advanced Advisor Mastermind Group
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LaunchTuesday, Nov 3, 2026
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DurationSix months
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GraduationEarly May 2027
Experienced producers (8–15 years, existing high net worth book)
How the program works
One program, two tiers. Mastermind members train directly with Crossfield, then lead their own group of newer agents.
Advanced Advisor Mastermind
- Weekly faculty classes from the Crossfield team
- Weekly mentoring with Tomer
- Members-only tools and priority case design
Licensing to Profitability
- Weekly lessons from their mentor
- Monthly mentoring with Tomer and the full group
- First priority for a Mastermind seat in the next cohort
Weekly rhythm
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Tuesday
Faculty class, rotating weekly
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Week 1 Premium Finance Caleb, with Tomer when available
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Week 2 Advanced Strategies Dawn Estate planning, business owner strategies, executive benefits, big case lab
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Week 3 Marketing Joshua, Jordan, with Vivian
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Week 4 Practice Building Greg
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Wednesday/
Thursday Each member teaches that week’s lesson to their own 4–5 junior agents
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Friday
One-hour mentoring session with Tomer (the 15 members only)
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Monthly
One-hour mentoring session with Tomer for the full group (about 60)
What members get
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Direct access to Tomer
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Ask Tomer and Ask Zeke AI tools
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Priority case design
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GoHighLevel account with landing page templates and our courses
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Welcome kit with a signed copy of Tomer’s book
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Private Slack group
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Founding member plaque and logo
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Monthly alumni call after graduation
Licensing to Profitability
About 60 juniorsNewer agents mentored by a Mastermind member
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Weekly lesson from their mentor (Wed/Thu), based on that Tuesday’s faculty class
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Monthly mentoring hour with Tomer and the full group
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GoHighLevel access and courses
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Quizzes plus a final case presentation to graduate, with a certificate at the graduation event
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First priority for a Mastermind seat in the next cohort
Insurance products are fixed or indexed and are not an investment in the equity markets. Performance is subject to the claims-paying ability of the issuing carrier. Death benefits are generally received income tax-free under IRC §101(a). Policy loans and withdrawals are generally not subject to federal income tax provided the policy is not a Modified Endowment Contract (MEC) under §7702A and remains in force. Outstanding loans and withdrawals will reduce the policy’s cash value and death benefit. A policy lapse or surrender with an outstanding loan may result in taxable income. Crossfield Strategic Partners (CSP) does not provide legal or tax advice; consult with your independent professional advisors regarding your specific situation.
