The academy built for agents and advisors focused on advanced planning

Master the Stream process. From fundamentals to funded cases.

Get Certified → Explore the curriculum
1:45 On-demand video
6 Training sections
∞ Lifetime access

What’s included.

After certification, you unlock full access to the quoting portal, live case support, and the monthly Stream huddles.

Register for our Monthly Huddles →
01

Welcome to Stream

Orientation Mission, team, elevator speech
✓
02

IUL mastery

Product fundamentals Index crediting · underwriting · National Life
✓
03

How Stream works

Mechanics The Stream Multiple · niches · fund flow
✓
04

The Stream process

Sales cycle Required docs · year-by-year contributions
✓
05

Quoting

Tools Portal demo · estimator vs. quotes
✓
06

Build your business plan

Practice building Segmentation · pipeline · monthly huddles
✓

Three stages. One trajectory.

I
Stage 01
Learn.

Work through six sections at your own pace: IUL fundamentals, how premium financing works, the Stream process, and quoting.

Six sections · On-demand video
II
Stage 02
Certify.

Finish the curriculum and earn your Certified Stream Agent status, the credential that unlocks the quoting portal, live case support, and the monthly huddles.

Certified Stream Agent
III
Stage 03
Produce.

Quote cases and pull PDF illustrations in the portal, get live case support, and work funded cases with the full Stream team behind you.

Quoting portal · PDF illustrations · Case support

Proof in the numbers.

Training runtime
1:45

Hours of on-demand video covering the complete Stream curriculum, from IUL fundamentals to business-plan strategy.

Certified Stream agents
250+

Licensed professionals have completed all six sections and earned their Stream certification since launch in 2024.

New certifications per year
100+

Annual run-rate of newly certified Stream agents joining the network, supported by monthly huddles and ongoing case coaching.

* Figures reflect cumulative portal completions since Stream sales launched in 2024.

Apply for certification.

Tell us who you are and where you work. We review every application and follow up by email with your next steps.

We never sell your information. By submitting you agree to be contacted about Stream certification.

Academy

The education-first path to advanced life insurance and premium financing. A Stream, LLC company.

© STREAM SOLUTIONS, LLC. All rights reserved.

For Agent Use Only – Not for Client Use. Premium financing involves additional risks when used with indexed life insurance policies. Please consult your tax and legal advisors to understand these risks.