Series 7 Master | Get Your People Licensed Fast
Managing Directors · Managing Partners · Directors of Training

Your People
Can't Sell Until
They're Licensed.
We Fix That.

Great salespeople are almost always terrible test takers. That's not a coincidence. Arnold Sand and his team have spent 26 years getting Financial professionals through the SIE, Series 7, 63, 65, and 66, usually in 45 to 60 days. Not with more study material. With the "Sandman Standard". A method built to get them across the finish line.

45-60
Days to Licensed
96%
Pass Rate
104K+
Students
26
Years
Works alongside STC, Kaplan & PassPerfect
Arnold leads every discovery call
No obligation
Trusted by teams at firms like these
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If You're Coming From Insurance, Read This
The Life & Health Exam Has Created a Generation of Bad Test Takers, and You're Paying the Price.
Here's what nobody in your firm is talking about. The Life & Health exam let your people fail and retake it the next morning. No penalty. No waiting period. So they did what anyone would do. They brute-forced it. Took it three, four, five times until they passed. And they learned absolutely nothing about how to actually study. Now you're handing those same people a Series 7 study guide and wondering why they're drowning. They're not stupid. They were never taught how to prepare for an exam that punishes you for showing up unprepared. That's the damage. And until someone fixes it, you'll keep burning money on retake fees, delayed production, and good people who quit because they think they're not smart enough. They are. They just don't know how to do this.
It's a study method problem. It's the first thing Arnold's team fixes.

You've Got Plenty of Content.
That's Not the Problem.

Your agents aren't failing because they're not smart enough. They're failing because nobody ever showed them how to actually pass the exam. That's a different skill.

What STC, Kaplan & PassPerfect Give You
  • Content library, no live coaching
  • No exam strategy or mental game
  • No personalized study schedule
  • No accountability built in
  • No rescue option for repeat failures
  • No support between sessions
What Arnold's Team Does Instead
  • Live coaching with Arnold and his team
  • Exam strategy and mental game coaching, about half the method
  • Day-by-day schedule built per agent, per exam
  • Accountability and progress tracking baked in
  • White-glove rescue program. 4 to 6 weeks
  • Arnold AI available 24/7 between sessions

Sandman Sayeth

Three things every passing candidate has in common. How we coach them.

1

We make sure they master concepts... NOT MEMORIZE CONTENT.

Memorizing an answer gets your agent one question right. Understanding the concept gets them every version of that question right. That's the difference between passing and failing, and it's the first thing we address.

2
  • We create their track.
  • PUT THEM ON IT.
  • And keep them on it.

Every agent gets a study plan custom built around their job, their family, their real life. Not some generic curriculum that ignores who they actually are and when they actually have time to study.

3

We only win
WHEN THEY PASS.

Arnold doesn't collect a win until your agent does. No finger pointing. No upselling when things get hard. This was built to get your people across the finish line, and that's the only outcome that counts.

The Tool That Delivers It
Arnold AI

26 years of expertise. 104,000+ students worth of knowledge. Available to your agents 24/7 at a fraction of the cost of one on one coaching. Same method. Same standard. Always available.

24/7
Always Available
26
Years of Expertise
96%
Pass Rate

The Numbers Don't Lie.
Neither Does Arnold.

★★★★★
"We had four agents in a row fail their Series 7 with two different prep programs. After one session with Arnold, all three who retested passed on the next attempt. Night and day. He doesn't teach the exam. He teaches people how to pass it."
Dominic Kortkamp
Managing Director, New York Life
★★★★★
"Our agents are life insurance professionals. They weren't finance students. Arnold speaks their language and doesn't make them feel stupid for not knowing securities. He starts where they are and gets them across the finish line."
Lou Aidala
Managing Partner, MetLife
★★★★★
"I was skeptical. We'd already used a few vendors unsuccessfully. But Arnold's method isn't about material. It's about how to actually take the exam. I passed. My son passed. My team passed. My recruiting pipeline is finally healthy."
Michael Book
Managing Partner, Lennox Advisors
★★★★★
"The Arnold AI feature alone justifies the cost. My agents can ask questions at midnight and show up to their next session already ahead. Like having Arnold available around the clock, which is exactly what a distributed team needs."
Chris Furrule
Managing Director, Creative Financial Group

More Success Stories.
More Licensed Agents.

★★★★★
"I am an athlete and thought grinding harder was the answer. Sandman showed me that more is not always better. He built my plan around my real life and helped me arrive ready on test day, not burned out. He cared about me as a person, not just my exam."
Steven
Series 7 Candidate
★★★★★
"I beat cancer, but the Series 7 was still one of the hardest things I had to face. Arnold believed in me from day one, checked in constantly, and never let me think small. I passed because he brought confidence back when I needed it most."
Ernesto
SIE and Series 7 Candidate
★★★★★
"I travel constantly, have kids, and went through a divorce while studying. Arnold adapted to every change and never let me fall off plan. The day I passed, I felt like a conquering hero. He was not just my coach, he became a real friend."
Kyle Bird
Series 65 Candidate
★★★★★
"I am an auditory learner and traditional study methods were not working. Arnold literally coached me during long drives so I could absorb concepts in the way my brain learns best. That level of commitment is rare, and it worked."
James
Series 7 and Series 63 Candidate
★★★★★
"English is my third language and I was terrified. Arnold never made me feel behind. He used stories and memory tools that made everything easier to understand. I passed on my second-to-last attempt, and I called him before I called my family."
Tatiana
Series 7 Candidate
★★★★★
"After 30 years as a banker, I suddenly needed a Series 7. Arnold helped me pass and keep control of my career on my terms. He gave me back confidence when I needed it most."
Ernesto
Series 7 and Series 66 Candidate
★★★★★
"The tic-tac-toe memory grid felt crazy at first, but on exam day I could see the full shortcut sheet in my head like a photograph. The method worked exactly the way he said it would."
Kevin
Series 7 Candidate
★★★★★
"Arnold understands what most prep companies miss: candidates have jobs, families, and real constraints. His flexibility is worth every penny, but the results are why we keep coming back. We have not had a third-time failure since partnering with him."
John
VP Licensing, MetLife
★★★★★
"What sets Arnold apart is his honesty and accountability. He told me directly that he can help anyone who shows up and does the work. The candidates who engage with his program pass. Every single time."
Bebe
Branch Manager, JPMorgan Chase
★★★★★
"We had four agents in a row fail their Series 7 with two different prep programs. After one session with Arnold, all three who retested passed on the next attempt. Night and day. He does not just teach the exam. He teaches people how to pass it."
Dominic Kortkamp
Managing Director, New York Life
Let's Talk About What Nobody
at Your Firm Is Saying Out Loud

You know what it took to get your agents to this point. Six months, maybe a year of grinding before they finally started building momentum. Most of them didn't make it. Insurance has a 90% washout rate. The ones who survived? They figured out how to sell. They're producing. They're finally seeing a future in this business.

And now you're about to pull them off the floor and tell them to study for a securities exam.

They're career changers, single parents, people right out of school who just got their legs under them. They don't have six weeks to stop working and cram for the SIE or the Series 7. So they try to squeeze it in around everything else. They panic. They cram the night before. They fail. And all that momentum you spent a year building? Gone.

Arnold's program was built for exactly this. It fits around their life, their production schedule, and their exam date. Nobody stops working. Nobody loses momentum. Your agents keep selling while they're getting licensed.

Schedule Your Free Discovery Call →

15 minutes. No pitch deck. No obligation.

From Discovery Call to
Licensed & Selling in 45 to 60 Days

1
Day 1
15-Minute Discovery Call
Arnold personally handles every discovery call. He'll learn about your firm, your team, which exams are in play, and where things are stalling. No pitch deck. Just a straight conversation about what's going on.
2
Week 1
Custom Plan Per Agent
Arnold's team builds each agent a day-by-day study schedule around their actual life: work hours, family, the specific exam they're sitting for, and when they're sitting for it. Not a generic PDF that nobody opens.
3
Weeks 1 to 6
Live Coaching + Arnold AI
Live sessions cover content, mental game, and exam strategy. Between sessions, agents have Arnold AI available around the clock so study time at 11pm still counts.

What Training Directors Ask
Before Calling Arnold

We already use STC, Kaplan, or PassPerfect. Why would we need this too?+
You probably don't need to replace them. They're solid content libraries. What Arnold's program covers is everything those platforms can't: the method, the mindset, the scheduling, and the exam-day strategy that actually gets people across the finish line. Most of our enterprise clients use both. We fill the gap that content alone never will.
Our agents are insurance professionals, not finance people. Is this right for them?+
That's exactly who we built this for. Most of Arnold's students over 26 years have been insurance pros who never studied finance. Securities concepts feel foreign to them, and that's fine. Arnold and his team start where your people are and build from there, whether that's the SIE, the Series 7, or the full pipeline.
Does Arnold actually get involved, or is this a team of junior tutors?+
Arnold personally handles every discovery call and leads the coaching method. He's also built a team around him that runs the day-to-day: scheduling, progress tracking, and session support. You're not getting a call center. You're getting Arnold's method, delivered by people he trained, with Arnold directly involved in your firm's program.
Arnold Sand
"The Sandman" · Series 7 Master
  • 26 years coaching financial licensing exams
  • Creator of the Hat & Glasses Method & Shortcut Sheet
  • Proprietary songs, mnemonics & rapid retention system
  • Full pipeline: SIE · Series 6 · 7 · 63 · 65 · 66
  • Backed by a handpicked team of coaches and a dedicated operations crew
96%
Pass Rate
104K+
Students Coached
Watch · Why firms call Arnold when nothing else works

Arnold doesn't run a prep course. He runs an intervention. For 26 years, insurance firms have called him when the standard stuff stopped working. He's built a team and a method around one core insight: when someone fails a licensing exam, it's almost never because they don't know the material. It's a performance problem. And that takes a different kind of fix.

The Only Call You Need to Make

Every Exam Failed
Is Revenue Lost.

SIE. Series 7. Series 63. Whatever wall your people keep hitting, Arnold and his team have been knocking it down for 26 years. The discovery call is free. 15 minutes. No pitch deck.

Schedule Your Free Discovery Call →
SIE · Series 7 · 63 · 65 · 66
Arnold leads every discovery call
Works alongside STC, Kaplan & PassPerfect
No obligation
Most agents licensed in 45 to 60 days
Series 7 Master • Free Discovery Call
Schedule Your
Free 15-Minute Call