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Introducing the Advisor Freedom Formula™

Effortlessly Close More Annuity Business And Grow Your Practice, While Delivering Massive Value To Your Clients

Read on or watch the video below to see how top advisors are closing more annuity business than ever without ever having to host dinner seminars, webinars, or meet with prospects in person.

ENROLL NOW

Can you relate to any of these common problems financial advisors are facing today?

1

 You’re tired of hosting dinner seminars, retirement workshops, educational classes or the traditional marketing methods that are being perpetuated by our industry.

2

You’ve tried “virtual” or “online” retirement classes, webinars, or online funnels that have failed to produce predictable and scalable results.

3

Your FMO or marketing agency lacks the expertise in virtual sales training and support to help you convert prospects into clients without in-person meetings.

4

After spending ample time educating prospects, you’re struggling to confidently close annuity business without in-person meetings.

If you’ve felt any of these frustrations yourself – it’s not your fault and you’re not alone.

Our entire industry is scrambling to adapt to the “new normal”

These rapidly-evolving times have made it increasingly difficult for advisors to consistently close new business and grow their practice. Many FMOs and marketing groups are now jumping on the “virtual advisor” bandwagon and pushing “virtual advisor” without any actual real-world experience to back it up.

Many of these “new ideas” haven’t actually been battle-tested in the field; which results in advisors being used as guinea pigs to “test” out these new marketing ideas.

The biggest threat to an advisor’s business is failing to adapt their practice to emerging trends…

Sadly, most FMOs and marketing agencies are ill-equipped and unprepared to help financial advisors adapt to this “new normal” — leaving many advisors scrambling to figure out where to go from here.

The game has changed. Advisors need a modern, more efficient sales approach to close business and serve clients – now more than ever.

 

We’re leading the charge by helping financial advisors grow their practice by applying our proven virtual sales process.

We have developed a better and smarter way for advisors to grow their practice while delighting their clients and providing them massive value.

Introducing Advisor Freedom Formula™

Advisor Freedom Formula™ is our proprietary sales training designed to help advisors consistently close new business 100% virtually while building a highly profitable practice around their ideal schedule and lifestyle.

What makes this program different?

Unlike other virtual sales ideas and strategies based on theories, this program has been “battle-tested” in the field and proven to work with advisors because it was uniquely created by advisors, for advisors.

  • Advisors are not required to meet clients in their office or their client’s home.

  • Advisors don’t need a fancy office, expensive website, large staff, or overhead.

  • Advisors do not need to host dinner seminars, workshops, live events, or webinars.

  • Advisors can feasibly expand their target market far beyond their local area to include the entire country.

Advisors are not required to meet clients in their office or their client’s home.

Advisors don’t need a fancy office, expensive website, large staff, or overhead.

Advisors do not need to host dinner seminars, workshops, live events, or webinars.

Advisors can feasibly expand their target market far beyond their local area to include the entire country.

This is the exact same program that top advisors are using to sell MILLIONS of dollars in annuity premium and provides them with the freedom and ideal lifestyle that they desire.

Our virtual sales coaching team has a proven track record of helping advisors close millions of dollars of new business 100% over the Internet — without having to meet with clients in-person. You will get exclusive access to the tools and technology we use to quickly build rapport and create meaningful relationships with prospects.

Advisor Freedom Formula™ will help you leverage the Internet’s power to reach more prospects outside of your geographical area. Discover how to build your practice around your schedule and lifestyle so you can work WHENEVER and WHEREVER you want.

Take all the guesswork out of virtual advising

We turned the uncharted area of how to close new business virtually into a precise science. While others use guesswork, we use a predictable, proven process, and we’re certain it will help you become successful.

Advisor Freedom Formula™ utilizes our 3-step virtual sales process

Learn advanced annuity sales strategies and innovative income planning methods

Ethically gain an unfair advantage over your competition by getting access to the latest income planning and advanced case design strategies used by top advisors.

Learn how to beat out competing advisors by helping clients maximize their guaranteed income and growth potential with advanced case design strategies only shared within our community of top advisors.

Who this program is for…

Advisors who want a modern, convenient and predictable way to close more annuity business and want to deliver massive value to their clients. Advisor Freedom Formula™ is for advisors that are looking for a change:

  • Newly Independent Advisors: Advisors who have experience selling annuities, but are just getting started with their independent financial practice and don’t have a lot of clients yet. (This program will show you how to gain an unfair advantage over your competition and gain the trust and credibility of prospects quickly).

  • Struggling Advisors: Advisors whose practice is up and running but aren’t consistently closing clients each month. (This program will show you how to close clients with predictability).

  • Aspiring Virtual Advisors: Advisors who know that the traditional path to grow their practice is broken and not the right path for them. (This program will show you a modern and easier way to close new business).

  • Seasoned Pros: Advisors that have a profitable business, but want more freedom and time off away from their practice. (This program will show you how to build a business that supports your dream and ideal lifestyle).

Here’s what you will get when joining

Advisor Freedom Formula™…

…And specifically how it will help you confidently close more annuity business and grow your practice in 2023 and beyond.

Advisor Freedom Formula™ was specifically designed to help advisors build a thriving and profitable virtual practice — and it’s structured to help you get results easier and a lot faster.

It’s broken down into 3 training modules that you can go through at your own pace. And during that time we’ll walk you step-by-step through the process of closing annuity business and serving clients virtually.

Here’s a closer look at the curriculum and bonuses:

The entire program is neatly organized into 4 sequential and concise training modules designed to get you comfortable with virtual advising within 28 days or less…

On-Demand Online Learning Portal

  • Available online via desktop or mobile so you can learn at your own pace.

  • Read the worksheets, downloadable guides, and scripts.

  • Download 3rd party articles and resources to be used in client meetings.

The Advisor Freedom Formula™ consists of the following 3 training modules.

As soon as you register for the Advisor Freedom Formula™, you’ll be taken inside a members area where you’ll be able to immediately access the course materials, starting with:

Module 1: Review

  • The best way to establish rapport and get prospects to open up (gain trust, neutralize resistance, and lower defenses with prospects).

  • How to guide your prospects into an online meeting so they can see your computer screen (without the tech overwhelm).

  • How to explain annuities using easy-to-understand visual concepts (with written illustrations).

  • How to ethically build a wedge between prospects and their advisor (if what is being sold to them isn’t suitable or in their best interest).

  • How to set the stage for the next appointment (including the follow-up process, what to send, and what NOT to send).

Module 2: Research

  • The RIGHT way to use online tools and software (without overwhelming your prospects, doing it wrong will cost you dearly).

  • The best way to compare annuities one against the other (many advisors miss the mark on this).

  • The 2 most important things that actually matter when comparing annuities (most advisors miss them and end up bogging down the sale).

  • The proper scripting and way to show the pros and cons of each annuity (income shortfall, income, growth potential, etc.).

  • How to get prospects to close themselves (it’s easier than you may think).

Module 3: Recommend

  • How to create a summarized “annuity plan” comprised of the top selected annuities.

  • How to illustrate annuity income and growth in simple easy-to-understand terms (most advisors make this way too complicated).

  • The right way to guide prospects to making a buying decision (without coming across as pushy or a high-pressured salesperson).

  • The most common objections and how to easily address and overcome them.

  • How to review e-signing applications with prospects to minimize errors and issues (to create confidence and clarity, while eliminating confusion).

Advisor Freedom Formula™ is redefining the rules of  success for the modern, virtual advisor.

Do you want to build a highly profitable practice, while still having the freedom and flexibility to live a lifestyle that few advisors know is even possible?

Want to work from home today? No problem.

How about running a client review meeting from your lake house or boat? Enjoy the view!

Want to travel with your family, while continuing to build your practice? Bon voyage!

Advisor Freedom Formula™ helps advisors work less and make more.

In addition to the comprehensive virtual sales training modules, we wanted to provide additional value-added bonuses to support every advisor in closing more business in the program, so we added the following…

Get access to value-added bonuses to help you master virtual sales in 28 days or less.

During this limited-time promotion, we are also including some extra value-added bonuses that have been designed to make it even easier for you to implement what is shared.

Because we both know, without implementation, the results will never occur. That’s why you’ll also get the following carefully crafted bonuses:

[LIMITED TO FIRST 10 ADVISORS]
BONUS #1:
FREE Digital Illustration Notepad & 1:1 Technology Setup Call

  • We will ship out your complimentary personal “digipad” device immediately when you sign up.

  • Get a 1:1 technology setup call with our team to help you get everything set up for your first virtual meeting.

  • Use this sales tool in all of your meetings with prospective clients and existing client review meetings and visually illustrate financial concepts powerfully.

  • Create a virtual “high-touch” experience with your prospects from any location, demonstrate your expertise, and simplify complex ideas with ease.

BONUS #2:
3 Weeks of Live Q&A Group Coaching Webinars

  • You’ll get access to 3 live Q&A group coaching sessions led by Terry Heys to help you master the Advisor Freedom Formula™ sales process.

  • Get live sales coaching and support to help you close active cases that you are working on.

  • Get a second opinion on difficult or large cases and annuity illustrations.

  • Ask your top questions about virtual sales, top annuities and advanced strategies.

BONUS #3:

Guest Pass To Attend Our “Inner Circle” Mastermind Calls

  • Join us on 4 “Inner Circle” mastermind calls attended by our top advisors to see how advisors are successfully applying Advisor Freedom Formula™ to close more business.

  • Leverage the wisdom and intelligence of the successful virtual advisors in our program.

  • See active annuity cases being worked on by our mastermind group of advisors.

Full 30 Day 100% Money-Back Guarantee

If you’re at all skeptical about all the programs being pushed right now (including Advisor Freedom Formula ™)… you absolutely should be!

We all know the old adage, “Build a better mousetrap and the world will beat a path to your door.” That’s pretty much what we’re seeing right now, from most of the FMOs and marketing groups.

Which is why we have intentionally included a 100% money-back guarantee. This program has worked for many advisors and we know it will work for you too. But we also know that there are far too many “too good to be true”, fly-by-night promotions and marketing ideas that can cloud your commitment to a program like this.

That’s why I’ve included this guarantee. Try the program risk-free. If it’s not everything that we say it is and you don’t feel like we delivered, ask for a refund and we’ll promptly refund your purchase.

Get Advisor Freedom Formula™ For FREE!

And the best part is that you can get our entire Advisor Freedom Formula™, virtual sales curriculum 100% for FREE… Read on to see how it works.

Our team put our heads together to make this program an absolute no-brainer for advisors that are on the fence… Which is why we came up with an “ethical bribe” that we’re confident will help a ton of advisors. 

Here’s how to get Advisor Freedom Formula™ for FREE…

When you’re ready to use Advisor Freedom Formula™ to close your first annuity case, simply write that annuity case with our FMO, and we’ll reimburse 100% of the admission fee. It’s that simple.*

After you write your first annuity case with our group, we’ll reimburse your purchase. 

The perfectly engineered program for advisors to build a highly profitable and thriving virtual practice

So if you want to consistently close new business 100% virtually, own a location-independent business that suits your ideal lifestyle, and expand your prospect-base beyond your local market…

All in just 28 days — click on the “Enroll Now” button below.

Registration Closes On Friday, November 18th At Midnight PST.

Click the button below to get started.

Advisor Freedom Formula™

Single Payment of:
 $3,500 

$1997

  • Module 1: Review

  • Module 2: Research

  • Module 3: Recommend

  • Bonus 1: Digital Notepad

  • Bonus 2: Q&A Webinars

  • Bonus 3: “Inner Circle” Mastermind

ENROLL NOW

**Registration is Closing Soon**

Have Questions?
Call us at (888) 979-2701

Frequently asked questions

How do I get Advisor Freedom Formula™ for FREE!

*When you’re ready to use Advisor Freedom Formula™ to close your first annuity case, simply write that annuity case with our FMO, and we’ll reimburse 100% of the admission fee. Your investment of $1997 in joining Advisor Freedom Formula™ will be 100% reimbursed when you write your first $100,000 index annuity case with our FMO.

Should I be concerned about compliance issues regarding signatures?

You should follow whatever compliance rules and regulations are associated with the companies that you are licensed with and all state regulations. Obviously, each carrier may have different requirements, so you are responsible for playing by the rules. Most if not all carriers, are now offering electronic apps to close annuity business.

Do I need to sign up with an IMO, certain vendors, or change FMOs?

Nope, you’re welcome to stay wherever you write business. We’re confident that if we help enough advisors master virtual sales, many of them will end up wanting to work with us (perhaps that may be you!).

What's the catch?

There is no catch, it’s just $1997 to enroll. Obviously, this is NOT a big moneymaker for us. We are confident that if we deliver enough value and educate advisors, the right advisors will choose to do annuity business with us in the future. Our philosophy is to go above and beyond in delivering value for a reasonable fee of $1997; which will lead to more profitable advisor relationships later down the road.

So that’s why we are opening up Advisor Freedom Formula™ to the general public, and in full transparency, we are looking for a handful of smart and committed advisors to receive the leads that we’re generating (we need some help handling the surge in annuity lead flow).

We’ve got more annuity leads than we can handle, and we’re looking for open and coachable advisors capable of closing business virtually.

What annuity products do you use?

Our advisors write business with many of the top annuity carriers out there, but the program is open to many types of annuity products. Advisor Freedom Formula™ is “product-agnostic” meaning that it is applied to offer and sell many types of annuities.

I don’t offer annuities, can this program help me?

It depends, this program is ideally designed for advisors that offer annuities. We do have advisors that work with clients virtually sell annuities and gather AUM, but the focus of this program is income planning and annuities. 

Are clients really comfortable working with someone virtually?

Absolutely, and in fact, many of them actually prefer it that way — especially today. In many cases, it’s actually more convenient for them and even provides a unique and delightful experience that very few advisors are able to confidently provide.

I'm brand new to the business, do you recommend getting started with your sales system?

This program will give you a leg up on the learning curve when it comes to selling annuities and you won’t have to “unlearn” any old-school sales methods. However, this program is ideally suited for advisors with a good working knowledge and expertise offering annuities to clients.

Can I sign up next month?

No, the program closes on Friday, November 18th, at Midnight PST and previously was only available for advisors that have their annuity contracts with us. We want all the advisors to start the program all at the same time due to the live coaching sessions offered to members of Advisor Freedom Formula™.

Here are some of the results advisors are experiencing after learning the Advisor Freedom Formula™:

Mike Kalisch ditched dinner seminars and live events, built a $10M practice and gathered over $15M in AUM after going through our training. Here’s what he had to say…

I used the Advisor Freedom Formula™ method for a current client and closed a nice-sized case and a large new case following the AFF method. I’d say month 1 has been an awesome success….”

Michael Kalisch
CFP®, MBA – Kalisch Private Wealth 

Former teacher turned advisor, Barbara Halperin built a thriving $3M virtual practice.

Barbara works her own hours and has built a wildly profitable practice, without sacrificing her health or family after following the Advisor Freedom Formula™ method.

[Terry] you are a great teacher and mentor — always there for help and support…it means everything. I have learned so much from you in the last several months and I am looking forward to working with you and your team for years to come.”

Barbara Halperin

New Horizon Financial

Terry Ciotti went from staring death in the face to building a successful $4M virtual practice from scratch. 

Terry closed 2 annuity cases within 60 days of going through Advisor Freedom Formula™.

Terry Ciotti, RFC
Artista InvestmentS

Former MMA cage fighter, Sean Sparkman and his newly licensed father, built a $10M practice and gathered $4M in AUM this year after going through Advisor Freedom Formula.

Sean’s father Rick, who is new to our industry, closed a $1M+ annuity following the Advisor Freedom Formula™ process.

Sean & Rick Sparkman

pathfinders wealth

Brian Greco, a part-time advisor built a $3M financial practice and earns more than his full-time job, working only 10-15 hours a week after following the Advisor Freedom Formula™ virtual sales process.

Brian Greco
Accurate Wealth ManagemenT

Wouldn’t You Like To Gather Raving Fan Testimonials From Your Clients… Here’s What Our Advisors’ Clients Have To Say:

Imagine what YOUR dream business and ideal lifestyle would look like.

Predictably close new business without having to meet with prospects and clients in person.

Design your ideal practice with a freedom that suits your ideal lifestyle with the ongoing expert support and coaching from our team.

Expand your market beyond your local area and connect with other like-minded “virtual” advisors.

Gain an unfair competitive advantage over other advisors with advanced virtual sales tools, income-planning techniques, and technology.

  • Predictably close new business without having to meet with prospects and clients in person.
  • Design your ideal practice with a freedom that suits your ideal lifestyle with the ongoing expert support and coaching from our team.
  • Expand your market beyond your local area and connect with other like-minded “digital-minded” advisors.
  • Gain an unfair competitive advantage over other advisors with advanced virtual sales tools, income-planning techniques, and technology.

A Message From Our Leadership

Right now presents an unprecedented opportunity for “virtual” advisors to serve clients well.

Sadly, most FMOs and marketing agencies are ill-equipped and unprepared at helping financial advisors adapt to this “new normal” — leaving many advisors scrambling to figure out where to go from here.

For a limited time, we are releasing our proprietary virtual sales training, Advisor Freedom Formula™ program in an effort to fix this.

Our hope is that this program will offer you a proven framework that you can use to better serve your clients and grow your practice during these uncertain times.

Advisor Freedom Formula™ is not for everybody, but for some advisors, it could be the difference between struggling versus thriving in this new normal. If you are looking for a proven, turn-key process that you can start applying immediately into your practice, then I’d encourage you to join us by clicking on the button below.

We look forward to helping you build your dream practice and delivering massive value to your clients.

On behalf of the entire AIM | Annuity Experts team we hope you’ll join us in this journey together.

Jovan Will, Terry Heys & Fernando Godinez
Co-CreatorS OF Advisor Freedom Formula™

Registration Closes On Friday, November 18th At Midnight PST.

Click the button below to get started.

Advisor Freedom Formula™

Single Payment of:
 $3,500 

$1997

  • Module 1: Review

  • Module 2: Research

  • Module 3: Recommend

  • Bonus 1: Digital Notepad

  • Bonus 2: Q&A Webinars

  • Bonus 3: “Inner Circle” Mastermind

ENROLL NOW

**Registration is Closing Soon**

Have Questions?
Call us at (888) 979-2701

* Your investment of $1997 in joining Advisor Freedom Formula™ will be 100% reimbursed when you write your first $100,000 index annuity case with our FMO.

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