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Discover the advisor tested and trusted marketing system that is helping financial advisors like you continually get in front of Middle America prospects with an audience size of 30 to 40 at a time that have $14MM to $40MM in Assets.
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Proven Marketing Results and Concepts that have been generating a 300% to 600% ROI
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How to Fill Your Appointment Book with leads using targeted direct mail, social media, & webinars
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Creating The Annual Annuity Marketing plan GUARANTEED to generate a minimum of a 50% return and produce an additional $3MM, $5MM or $10MM (you choose the production level, we'll give you the marketing formula to get there)
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One of our concepts alone took an advisor from $5MM to $31MM in production. Get access to a tested and proven Event Marketing System that has generated thousands of prospects & in-office appointments
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How to grow your practice by mentoring side-by-side with continuous expert training and guidance from Top Producers in 4 areas that create million dollar incomes
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A process that helps you attract, present and convert high net-worth Individuals in your market and make $100,000 to $400,000 in Commissions PER CASE by helping them reduce taxes and increase their legacy!!
See our trademarked strategies that can be designed with AND without collateral!
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When You Join Us As An
Independent Advisor, You Will Get:
✅Top Producer Training on Best Practices
✅ Personal Branding with Video and Automated Social Media Marketing
✅ Expert Coaching and Mentoring on Appointment and Sales Conversion
✅ Marketing using Direct Mail and Facebook
✅ The Latest and Best: Life, Annuity, IUL, Long Term Care and AUM products in the Industry
✅ Top Contracts with all Top Industry carriers
✅ Premium Financing Investment Training by an Expert ($300K plus in commission per case)
✅ Access to Seminars with Full Rooms of High-Asset Level Prospects in Your Area
✅ Complete Back-Office support from our Clearwater Headquarters
✅ Powerful Materials and Presentations
✅ Incentive Reward Trips
✅ Private Client Events
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So, Do You Qualify?
1. Three or more years of experience in the industry?
2. A proven sales track record?
3. An Insurance License, CFP, CFA, Series 7, Series 66?
4. Previous success in building a client base?
5. Excellent communication and interpersonal skills?
6. Are you self-motivated with a goal-oriented mindset?
7. Presentation ability?
8. Any bad marks on your record?
9. Experience in offering personalized financial advice
and solutions?
Yes? We Need to Talk!
For Broker/Agent use only. Events are voluntary, solely educational, and complimentary. Nothing will be sold.
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