What You’ll Get:
Done-For-You Lead Generation
Our flagship digital marketing program generates targeted annuity leads with qualified prospects, 100% turnkey and fully automated.
Done-For-You Appointment Setting
We drive annuity prospects to schedule appointments with our advisors through our outbound schedulers and automated campaigns. Advisors can rely on our team to contact all their leads and book appointments.
Done-For-You Reports/White Papers
Advisors get access to our content library of annuity reports, retirement guides, and white papers that can be used to educate prospects and clients.
Personalized Sales Funnels
We build fully customized campaigns and funnels for each advisor to encourage prospects to know, like, and trust you BEFORE you meet with them. We want to showcase your background, credentials, and expertise.
Automated Nurture Campaigns
Our system will keep prospects engaged and stay “top of mind” by sending out ongoing, fresh new content (videos, webinars, blog posts) designed to educate and inspire prospects to take action. These campaigns are fully automated and personal to each advisor and include calls-to-action linked directly to book on your calendar.
Custom CRM Lead Management
All of the advisors’ annuity leads are neatly organized in our custom CRM which enables them to add notes, manage the sales pipeline and share feedback with our appointment-setting team.
Step-By-Step Virtual Sales Training
Get your hands on our proven virtual sales process that enables advisors to confidently close new business while delivering massive value to clients without in-person meetings. (Each video in our curriculum is only 10-15 minutes long & comes with an action guide - some of our most successful advisors implement the training with existing clients to start business right away).
Gather & Showcase Client Reviews
Our system automatically gathers ratings, reviews, and testimonials from our advisors’ clients. These reviews are prominently featured online and help advisors build trust with prospects and clients. Experience the power of client reviews to elevate your positioning and authority.
2 Live Mastermind Sessions/Week
Our Inner Circle is a collective mastermind of top virtual advisors from around the country. We host a live mastermind Zoom call twice per week to empower advisors with advanced annuity strategies to maximize the income and benefits of their clients.
Top Annuities/Proprietary Products
Our annuity product selection equips advisors with the best-in-business limited distribution and proprietary products that less than 1% of advisors have access to.
World-Class Back Office
We have strategically partnered with the industry’s #1 FMO, Advisors Excel, to provide our advisors with world-class back office support, illustration, and case design services to get our advisors’ deals funded.
1:1 Virtual Sales Mentoring
Advisors that want a “high-touch” experience and 1:1 virtual sales mentoring can partner with seasoned virtual advisors to work with leads and close annuity cases together.
Live Advisor Training Events
Our advisors are invited to attend our live in-person training event where we gather together, celebrate wins, share ideas and break bread together.
Qualifying advisors are invited to our annual incentive trip to exotic destinations. Our incentive trips are a world-class experience where advisors can connect with one another and celebrate their sales accomplishments.