Katz Mentorship Program
As a lifetime member of MDRT (Million Dollar Round Table) my vision is to enable others to achieve membership in the Premiere Organization of Financial Professionals. To accomplish this vision, I have devised a Mentoring Program to help others succeed at this high level.
I specialize in mentoring financial professionals to work with the Business Owner. I have been incredibly successful in this area, and my passion is to help others achieve success. I am hands on and will work with you through every step. I have been in this industry for many, many years and enjoy sharing my knowledge.
The Katz Mentoring Program combines Doing AND Coaching because doing or coaching alone, is not enough. Success requires BOTH!
The Mentorship Program includes:
* Business Plan Development
* Visioning and Strategic Goal Setting
* Marketing Strategies
* Prospecting and Strategic Partnering
* Joint Field Work on Live Cases
* Case Design
* Seven Step Success Process
* Presentation Skills including Seminar Selling
* Closing Skills
* Annual Reviews
All persons wanting to join my program must have peer recommendations and a successful interview process completed. Having a limited number of applicants, I can accommodate, I will take applicants on a first come, first accepted basis.
If this is something you are interested in, or have questions about the program feel free to contact me via email at irving@irvingkatz.com or call me directly at (949)681-3505
To download the Mentorship Agreement click here


