
ABOUT US
MEET YOUR COACH - PHYLLIS JONES
With more than 30 years of experience in the insurance industry, I understand what it takes to pass licensing exams and build a successful insurance career.
As a licensed Life, Accident & Health and Property & Casualty insurance professional, Medicare specialist, and agency owner, I have helped individuals navigate complex insurance concepts, licensing requirements, and professional development challenges.
The Pass Your Insurance Exam Coaching Program is designed for students who need personalized support, improved study strategies, and accountability to successfully pass their insurance licensing exam.
Rather than simply reviewing course material, I focus on identifying knowledge gaps, strengthening weak areas, improving test-taking skills, and creating a customized study plan that helps students prepare with confidence.

WHO THIS PROGRAM HELPS
Individuals preparing for licensing exam for the first time.
Professionals seeking a new career opportunity in the insurance industry.
Former agents who need assistance refreshing their knowledge before re-entering the industry
Individuals who have taken the exam previously need a structured study plan and
personalized coaching.
Agencies looking to help new hires become licensed faster
COACHING METHODOLOGY
EXAM READINESS ASSESSMENT
A comprehensive one-hour evaluation of your current knowledge, study habits,strengths, and areas needing improvement. You receive a customized roadmapshowing exactly what to study and how to prepare for your exam.
PERSONALIZED STUDY PLAN
Every student receives recommendations tailored to their schedule, learning style, and target exam date
ONE-ON-ONE COACHING SESSIONS
Private coaching sessions focus on difficult concepts, exam strategies, and confidencebuilding
PRACTICE EXAM REVIEW
We analyze practice test results to identify weak areas and focus study efforts whereimprovement is needed most.
Regular check-ins help students stay motivated, maintain momentum, and follow their study plan.
ACCOUNTABILITY & PROGRESS TRACKING
FINAL EXAM PREPARATION
Before exam day, we review key concepts, test-taking strategies, and common pitfalls tohelp students perform at their best.
LICENSING COURSE MATERIALS
Before beginning your coaching sessions, you will need access to your official insurance licensing course materials. If you already have them, you are ready to get started. If not, you may purchase your course directly through our Learning Center, powered by WebCE.
Please note: licensing course materials are purchased separately through WebCE and are not included in your coaching package.
CHOOSE YOUR PRICING PLAN

Exam Readiness Assessment
79$Valid for 30 days- One-time 60-Minute Session
- Assessment of Strengths and Weaknesses
- Personalized Study Plan
- Exam Preparation Recommendations
- Action Plan For Success

Focus Coaching Session
99$Valid for 30 days- One-time 60 Minute Session
- Focused Tutoring
- Concept Review
- Practice Questions
- Test-Taken Strategies

Success Coaching Package
349$Valid for 90 days- Four 60 Minute Coaching Sessions
- Progress Tracking
- Customized Study Roadmap
- Email Support Between Sessions

Premium Pass Coaching Package
649$Valid for 120 days- Eight 60 Minute Coaching Session
- Comprehensive Exam Preparation Support
- Accountability Coaching
- Priority Scheduling
- Email Support Between Sessions

WHY LEARN FROM ME
30+ Years of Insurance Experience
Licensed Life, Accident & Health Agent
Licensed Property & Casualty Agent
Agency Owner, P Jones Agency LLC
Medicare AHIP Certified
Certified Senior Advisor (CSA)
NYS Marketplace Certified Broker
