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Become A “Virtual” Financial Advisor During Times Of Peril 

How To Predictably Close New Annuity Business With
Our Done-For-You Digital Marketing Program

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Become A “Virtual” Financial Advisor During Times Of Peril

How To Predictably Close New Annuity Business With Our Done-For-You Digital Marketing Program

Make sure your sound is turned on! (please wait up to 10 seconds for the video to load)

Apply For The Program

Hey, it’s Jovan Will here and I want to thank you for taking the time to review our done-for-you digital marketing program.

Within this page my team has compiled everything you need to know about our done-for-you annuity leads program.

Here you’ll learn how advisors are predictably getting in front of more qualified prospects and closing millions of dollars in annuity premium by plugging into our turnkey marketing system.

Don’t just take my word for it… read on to see how our annuity leads are transforming advisor’s businesses.

Jovan Will
Managing Partner, AIM

Hey, it’s Jovan Will here and I want to thank you for taking the time to review our done-for-you digital marketing program.

Within this page my team has compiled everything you need to know about our done-for-you annuity leads program.

Here you’ll learn how advisors are predictably getting in front of more qualified prospects and closing millions of dollars in annuity premium by plugging into our turnkey marketing system.

Don’t just take my word for it… read on to see how our annuity leads are transforming advisor’s businesses.

Jovan Will
Managing Partner, AIM

We’ve ditched traditional marketing methods altogether in pursuit of generating annuity leads and appointments that get scheduled right on your calendar — automatically.

As a matter of fact…

I’ve heard pretty much all of the marketing complaints of financial advisors…

  • You’re getting a dwindling response from traditional “old school” approaches in order to get in front of more qualified prospects (i.e. direct mail, dinner seminars, client appreciation events, etc.).

  • Your FMO has made big, bold promises to help you grow your practice (but all you have to show for it is a pretty website that produces ZERO leads).

  • ​You’ve hired a digital marketing agency or consultant to build websites, blog posts, or videos that have produced dismal results (they haven’t helped you get in front of more qualified clients).

  • ​You were led to believe by a digital marketing “guru” that you could easily learn how to setup Facebook ads and websites yourself, only to be left frustrated with all the implementation challenges (why should you be building website sales funnels when you should be meeting with clients?)

  • You’ve bought expensive, but lousy Internet leads, or called leads that have been resold to several different advisors.

If you can relate to any of these frustrations or challenges, I hear you my friend — and you’re not the only one. Right now, more than ever, achieving predictable long-term results in our industry can be a struggle.

We all know that the cost and amount of work it takes to acquire a new client has increased while keeping existing clients loyal and happy has become increasingly difficult, which basically means…

Using Traditional ‘Old School’ Marketing In The Digital Age Is Like Trying to Fill A Leaking Bucket

You can get ahead of the curve for a while if you have the time, money and energy, but it’s only a matter of time before your efforts are drained out again.

In an industry where hype, smoke and mirrors, “dinner seminar systems” and rehashed sales scripts have become the norm, a growing trend is quickly emerging with a select few financial advisors who are sick of the same old dog and pony show.

Here’s the problem with traditional ‘old school’ marketing approaches…

They’re primarily based on decade-old paradigms on growing your business and very expensive in dollars (or hard-earned commissions or overrides).

They are NOT scalable and rely on manual time and effort in order to make them work. I mean, how many dinner seminars can you realistically host per week, while still maintaining a healthy work-life balance?

Most FMOs are still pushing advisors to host costly dinner seminars and live events or meet with prospects in person (in their homes or office) and don’t factor in the extraordinary time investment required.

“DO MORE DINNER SEMINARS!” is pretty much the only advice they give to financial advisors that can’t get in front of enough qualified prospects.

We’ve ditched traditional marketing methods altogether in pursuit of generating annuity leads and appointments that get scheduled right on your calendar — automatically.

As a matter of fact…

I’ve heard pretty much all of the marketing complaints of financial advisors…

  • You’re getting a dwindling response from traditional “old school” approaches in order to get in front of more qualified prospects (i.e. direct mail, dinner seminars, client appreciation events, etc.).

  • Your FMO has made big, bold promises to help you grow your practice (but all you have to show for it is a pretty website that produces ZERO leads).

  • ​You’ve hired a digital marketing agency or consultant to build websites, blog posts, or videos that have produced dismal results (they haven’t helped you get in front of more qualified clients).

  • ​You were led to believe by a digital marketing “guru” that you could easily learn how to setup Facebook ads and websites yourself, only to be left frustrated with all the implementation challenges (why should you be building website sales funnels when you should be meeting with clients?)

  • You’ve bought expensive, but lousy Internet leads, or called leads that have been resold to several different advisors.

If you can relate to any of these frustrations or challenges, I hear you my friend — and you’re not the only one. Right now, more than ever, achieving predictable long-term results in our industry can be a struggle.

We all know that the cost and amount of work it takes to acquire a new client has increased while keeping existing clients loyal and happy has become increasingly difficult, which basically means…

Using Traditional ‘Old School’ Marketing In The Digital Age Is Like Trying to Fill A Leaking Bucket

You can get ahead of the curve for a while if you have the time, money and energy, but it’s only a matter of time before your efforts are drained out again.

In an industry where hype, smoke and mirrors, “dinner seminar systems” and rehashed sales scripts have become the norm, a growing trend is quickly emerging with a select few financial advisors who are sick of the same old dog and pony show.

Here’s the problem with traditional ‘old school’ marketing approaches…

They’re primarily based on decade-old paradigms on growing your business and very expensive in dollars (or hard-earned commissions or overrides).

They are NOT scalable and rely on manual time and effort in order to make them work. I mean, how many dinner seminars can you realistically host per week, while still maintaining a healthy work-life balance?

Most FMOs are still pushing advisors to host costly dinner seminars and live events or meet with prospects in person (in their homes or office) and don’t factor in the extraordinary time investment required.

“DO MORE DINNER SEMINARS!” is pretty much the only advice they give to financial advisors that can’t get in front of enough qualified prospects.

The Game Has Changed (Advisors Need A Modern More Efficient Marketing Approach To Attract Qualified Prospects Now More Than Ever)

Here at AIM, we think it’s time for a marketing program that actually addresses the biggest challenge that advisors typically face… which is helping advisors predictably get in front of more qualified clients.

We’re leading the charge by helping financial advisors grow their practice by plugging into our 100% done-for-you digital marketing program.

The Game Has Changed (Advisors Need A Modern More Efficient Marketing Approach To Attract Qualified Prospects Now More Than Ever)

Here at AIM, we think it’s time for a marketing program that actually addresses the biggest challenge that advisors typically face… which is helping advisors predictably get in front of more qualified clients.

We’re leading the charge by helping financial advisors grow their practice by plugging into our 100% done-for-you digital marketing program.

And we’re finally ready to open up a handful of slots to the right advisors who want to plug into the system.

Like I mentioned before, we’re only opening up this program to advisors that we are confident will be a good long-term fit for our program because we want them to have the highest chance for success with our annuity leads and appointments.

Read on to see the type of results advisors have been experiencing in our program.

And we’re finally ready to open up a handful of slots to the right advisors who want to plug into the system.

Like I mentioned before, we’re only opening up this program to advisors that we are confident will be a good long-term fit for our program because we want them to have the highest chance for success with our annuity leads and appointments.

Read on to see the type of results advisors have been experiencing in our program.

“2.5 million in FIA premium in less than 5 months…”

Mike’s story on how he was frustrated with doing seminars and old school marketing and how he was able to close over 2.5 million in FIA business in less than 5 months…

Mike had never sold an annuity over the phone until he started working with us.

Here’s the best part, in addition to the 2.5 million he closed in 5 months, he closed an additional 1.5 million in FIAs over the following two months! He’s since doubled his monthly lead flow in our program.

Here’s what he has to say about our program.

 

“2.5 million in FIA premium in less than 5 months…”

Mike’s story on how he was frustrated with doing seminars and old school marketing and how he was able to close over 2.5 million in FIA business in less than 5 months…

Mike had never sold an annuity over the phone until he started working with us.

Here’s the best part, in addition to the 2.5 million he closed in 5 months, he closed an additional 1.5 million in FIAs over the following two months! He’s since doubled his monthly lead flow in our program.

Here’s what he has to say about our program.

 

Introducing AIM’s Leads-On-Autopilot Program

Our digital marketing program helps advisors predictably close new clients every month. Our process enables advisors to meet with clients with just an Internet connection and cellphone.

We do this by using smart and automated marketing programs that completely bypass traditional methods; thereby eliminating the needs of having a fancy office, large staff, dinner seminars or in-person meetings with prospects.

  • No more needing to meet clients in your office.

  • ​No more needing to drive to meet your clients in their homes.

  • ​No more dinner seminars or live events.

  • ​100% of the marketing is operated automatically and enables advisors to close business virtually.

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

Introducing AIM’s Leads-On-Autopilot Program

Our digital marketing program helps advisors predictably close new clients every month. Our process enables advisors to meet with clients with just an Internet connection and cellphone.

We do this by using smart and automated marketing programs that completely bypass traditional methods; thereby eliminating the needs of having a fancy office, large staff, dinner seminars or in-person meetings with prospects.

  • No more needing to meet clients in your office.

  • ​No more needing to drive to meet your clients in their homes.

  • ​No more dinner seminars or live events.

  • ​100% of the marketing is operated automatically and enables advisors to close business virtually.

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

What Is The Leads-On-Autopilot Program?

The Leads-On-Autopilot program is a turnkey digital marketing leads program that helps advisors predictably close new clients every month.

Would you like to bring in an additional multiple six-figures of profit per year or reduce the number of dinner seminars you host each month?

We’ll help you get there with the most amount of freedom and ease.

Our team has over a decade of experience generating annuity leads online and have launched marketing campaigns that have produced hundreds of thousands of leads that resulted in HUNDREDS OF MILLIONS OF DOLLARS IN ANNUITY PREMIUM.

We eat, live and breathe this stuff so you can focus on what you’re really good at:

Building profitable relationships with prospects and serving more ideal clients.

While most advisors are grinding out dinner seminars and workshops or chasing clients around town — our financial advisors are doing the exact opposite and making more INCOME and PROFITS while experiencing more FREEDOM than they ever dreamed was possible.

Here’s What To Expect…

  • 100% done-for-you marketing program that provides targeted annuity leads and scheduled appointments.

  • ​Prospects are expecting a phone call (virtual meeting) – no home visits or office visits required.

  • ​Advisors can predictably rely on a steady stream of leads and closing new clients.

  • ​Advisors do not have to host seminars, events or radio shows to get in front of new clients.

  • ​Advisors can focus on what they’re really good at: serving clients well (and more of them).

What Is The Leads-On-Autopilot Program?

The Leads-On-Autopilot program is a turnkey digital marketing leads program that helps advisors predictably close new clients every month.

Would you like to bring in an additional multiple six-figures of profit per year or reduce the number of dinner seminars you host each month?

We’ll help you get there with the most amount of freedom and ease.

Our team has over a decade of experience generating annuity leads online and have launched marketing campaigns that have produced hundreds of thousands of leads that resulted in HUNDREDS OF MILLIONS OF DOLLARS IN ANNUITY PREMIUM.

We eat, live and breathe this stuff so you can focus on what you’re really good at:

Building profitable relationships with prospects and serving more ideal clients.

While most advisors are grinding out dinner seminars and workshops or chasing clients around town — our financial advisors are doing the exact opposite and making more INCOME and PROFITS while experiencing more FREEDOM than they ever dreamed was possible.

Here’s What To Expect…

  • 100% done-for-you marketing program that provides targeted annuity leads and scheduled appointments.

  • ​Prospects are expecting a phone call (virtual meeting) – no home visits or office visits required.

  • ​Advisors can predictably rely on a steady stream of leads and closing new clients.

  • ​Advisors do not have to host seminars, events or radio shows to get in front of new clients.

  • ​Advisors can focus on what they’re really good at: serving clients well (and more of them).

Here’s How The Program Works

Our program focuses on 3 critical areas in order to make digital marketing work for your practice and predictably generate leads:

Driving Traffic (attracting targeted and qualified prospects)

We use a combination of proprietary traffic strategies that target prospects ranging from people approaching retirement to folks that want to buy an annuity.

Generating Leads (predictably and consistently)

We educate retirees and annuity prospects with online video presentations (sales funnels) to address their biggest retirement challenges.

Setting Appointments (on auto-pilot)

We use automated email sequences to inform, educate and inspire prospects to request an appointment with you.

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

Our Leads-On-Autopilot system uses a 7-step proprietary process:

Our system is working 24/7, 365 days per year like “sales robots” that deliver educational presentations to prospects and ultimately producing leads and appointments for our advisors while they sleep.

This is not an exaggeration, our advisors literally wake up to leads in their inbox and appointments on their calendar — without lifting a finger… pretty cool, right?

Here’s How The Program Works

Our program focuses on 3 critical areas in order to make digital marketing work for your practice and predictably generate leads:

Driving Traffic (attracting targeted and qualified prospects)

We use a combination of proprietary traffic strategies that target prospects ranging from people approaching retirement to folks that want to buy an annuity.

Generating Leads (predictably and consistently)

We educate retirees and annuity prospects with online video presentations (sales funnels) to address their biggest retirement challenges.

Setting Appointments (on auto-pilot)

We use automated email sequences to inform, educate and inspire prospects to request an appointment with you.

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

Our Leads-On-Autopilot system uses a 7-step proprietary process:

Our system is working 24/7, 365 days per year like “sales robots” that deliver educational presentations to prospects and ultimately producing leads and appointments for our advisors while they sleep.

This is not an exaggeration, our advisors literally wake up to leads in their inbox and appointments on their calendar — without lifting a finger… pretty cool, right?

Our Army Of “Sales Robots” Work Around The Clock For Our Advisors

We unleash what we call an army of “sales robots” that deliver sales presentations that educate and persuade prospects to work with our advisors.

Imagine having your own private army of “sales robots” delivering sales presentations to your prospects 24 hours per day, 7 days per week… all on autopilot.

Your ability to deliver sales presentations to prospects (à la dinner seminars) is limited by the number of events you host and the number of hours you can work… which clearly gives our advisors an unfair advantage.

We all know that when it comes to spending your time, once it’s spent, you NEVER get it back and it’s gone forever! Which is why when you are evaluating your marketing ROI, you want to be sure to factor in the total time investment that is required.

And based on conservative estimates, a dinner seminar marketing campaign takes up a total of 18 hours and can only be delivered 100% through manual work.

So the question to ask yourself is: “Are you placing enough value on your time?”

Our Army Of “Sales Robots” Work Around The Clock For Our Advisors

We unleash what we call an army of “sales robots” that deliver sales presentations that educate and persuade prospects to work with our advisors.

Imagine having your own private army of “sales robots” delivering sales presentations to your prospects 24 hours per day, 7 days per week… all on autopilot.

Your ability to deliver sales presentations to prospects (à la dinner seminars) is limited by the number of events you host and the number of hours you can work… which clearly gives our advisors an unfair advantage.

We all know that when it comes to spending your time, once it’s spent, you NEVER get it back and it’s gone forever! Which is why when you are evaluating your marketing ROI, you want to be sure to factor in the total time investment that is required.

And based on conservative estimates, a dinner seminar marketing campaign takes up a total of 18 hours and can only be delivered 100% through manual work.

So the question to ask yourself is: “Are you placing enough value on your time?”

So What Makes This Program Different?

  • No more needing to meet clients in your office.

  • ​No more needing to drive to meet your clients in their homes.

  • ​No more dinner seminars or live events.

  • ​100% of the marketing is operated automatically and enables advisors to close business virtually.

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

Who This Program Is For

  • ​Advisors who want a modern, convenient and predictable way to get in front of more qualified prospects.

  • ​Advisors who are open and coachable.

  • ​Advisors who are open to contributing to a like-minded community (there is no competition because our leads are all across the country).

  • ​Advisors who share our same values of putting clients’ needs FIRST and foremost (while maintaining a healthy work, life & family balance).

  • ​Experienced financial advisors who have a thorough understanding of annuities.

  • Advisors that are NOT 100% satisfied and happy with their FMO’s marketing approach.

  • Advisors who are willing to put the work in to be successful with our leads.

So What Makes This Program Different?

  • No more needing to meet clients in your office.

  • ​No more needing to drive to meet your clients in their homes.

  • ​No more dinner seminars or live events.

  • ​100% of the marketing is operated automatically and enables advisors to close business virtually.

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

Who This Program Is For

  • ​Advisors who want a modern, convenient and predictable way to get in front of more qualified prospects.

  • ​Advisors who are open and coachable.

  • ​Advisors who are open to contributing to a like-minded community (there is no competition because our leads are all across the country).

  • ​Advisors who share our same values of putting clients’ needs FIRST and foremost (while maintaining a healthy work, life & family balance).

  • ​Experienced financial advisors who have a thorough understanding of annuities.

  • Advisors that are NOT 100% satisfied and happy with their FMO’s marketing approach.

  • Advisors who are willing to put the work in to be successful with our leads.

Apply For The AIM Done-For-You Annuity Leads-On-Autopilot Program

Apply For The Program

“I closed 775K in the first 8 weeks… and I’m getting a 10X ROI”

Within 60 days, Nigel closed 775K in annuity business, here’s what he had to say:

“I’m writing this in my pajamas. Seriously. It’s 3:25 pm, I’ve already had three productive client meetings (closed one annuity, opened another, and gave free advice to a ‘window shopper’). Less than a month after attending Terry’s training, I closed my first “virtual” client. totally. Virtual. Client, In my pajamas.”

Nigel has since gone on to add over 3.8MM in annuity business in less than 8 months since joining our program (and also enjoys taking most of the summer off).

“I closed 775K in the first 8 weeks… and I’m getting a 10X ROI”

Within 60 days, Nigel closed 775K in annuity business, here’s what he had to say:

“I’m writing this in my pajamas. Seriously. It’s 3:25 pm, I’ve already had three productive client meetings (closed one annuity, opened another, and gave free advice to a ‘window shopper’). Less than a month after attending Terry’s training, I closed my first “virtual” client. totally. Virtual. Client, In my pajamas.”

Nigel has since gone on to add over 3.8MM in annuity business in less than 8 months since joining our program (and also enjoys taking most of the summer off).

We’re Redefining The Rules Of Success For The Modern Financial Advisor.

So if you are sick of hosting costly live events and time-consuming dinner seminars or chasing down prospects to get on your calendar…

Or having to build ads, campaigns, and funnels yourself… Then our program can help.

No more “hopeful marketing” that we hope and pray turns into results. Everything we do is measured and tracked to produce a positive ROI.

I’ll be the first to admit, it is a NUMBERS game, and YES you will have to work the leads, but you won’t have to lift a finger when it comes to marketing or dealing with what I call “tech hell”.

Look, I don’t even know how to log into Infusionsoft aka “ConfusionSoft” lol…

Fortunately, I have a team of EXPERTS in marketing technology and funnels.

We’ve spent a small fortune getting our team Infusionsoft Certified and hired pricey marketing-technology consultants to help us build our sophisticated marketing campaigns and email sequence in Infusionsoft so you don’t have to.

After generating hundreds of thousands of annuity leads, here’s one thing you should know about…

All Of The “Automation Technology” Is WORTHLESS Without The Right Messaging, Positioning,
Or Funnel Structures

So keep that in mind before you hire anyone to build for you a custom “automation funnel” or Infusionsoft campaign.

We wanted to provide additional value-added services to support every advisor in closing more business in the program, so we added the following…

We’re Redefining The Rules Of Success For The Modern Financial Advisor.

So if you are sick of hosting costly live events and time-consuming dinner seminars or chasing down prospects to get on your calendar…

Or having to build ads, campaigns, and funnels yourself… Then our program can help.

No more “hopeful marketing” that we hope and pray turns into results. Everything we do is measured and tracked to produce a positive ROI.

I’ll be the first to admit, it is a NUMBERS game, and YES you will have to work the leads, but you won’t have to lift a finger when it comes to marketing or dealing with what I call “tech hell”.

Look, I don’t even know how to log into Infusionsoft aka “ConfusionSoft” lol…

Fortunately, I have a team of EXPERTS in marketing technology and funnels.

We’ve spent a small fortune getting our team Infusionsoft Certified and hired pricey marketing-technology consultants to help us build our sophisticated marketing campaigns and email sequence in Infusionsoft so you don’t have to.

After generating hundreds of thousands of annuity leads, here’s one thing you should know about…

All Of The “Automation Technology” Is WORTHLESS Without The Right Messaging, Positioning,
Or Funnel Structures

So keep that in mind before you hire anyone to build for you a custom “automation funnel” or Infusionsoft campaign.

We wanted to provide additional value-added services to support every advisor in closing more business in the program, so we added the following…

Value Added Service #1:
Virtual Sales Assistant

  • Our team will be calling your prospects to assist in setting up appointments.
  • We will help “reset” appointments that don’t connect and “revive” prospects to get back on your calendar via phone calls and email.
Value: $500 per month

Value Added Service #2:
Ongoing Coaching

  • You’ll get direct access to Terry Heys to help you get up and running quickly.
  • Terry will provide one-on-one sales coaching and support to help you close more business.
  • Get a second opinion on difficult cases and annuity illustrations.
  • We host monthly group coaching webinars to share with you the latest product updates, income planning techniques, and case design strategies.
  • Hear from advisors’ success stories and learn from their sales breakthroughs.
Value: $2,000 per month

Value Added Service #3:
Leads CRM & Dashboard

  • See all your leads and appointments at a glance in your custom CRM portal.
  • Track your sales opportunities and pipeline, and closed cases.
  • Easily view notes from our virtual sales assistant and key demographics for each of your leads.
Value: $300 per month

Are you ready to get exclusive access to quality done-for-you annuity leads? Then click the button below to apply for this time-sensitive and limited opportunity.

Value Added Service #1:
Virtual Sales Assistant

  • Our team will be calling your prospects to assist in setting up appointments.
  • We will help “reset” appointments that don’t connect and “revive” prospects to get back on your calendar via phone calls and email.
Value: $500 per month

Value Added Service #2:
Ongoing Coaching

  • You’ll get direct access to Terry Heys to help you get up and running quickly.
  • Terry will provide one-on-one sales coaching and support to help you close more business.
  • Get a second opinion on difficult cases and annuity illustrations.
  • We host monthly group coaching webinars to share with you the latest product updates, income planning techniques, and case design strategies.
  • Hear from advisors’ success stories and learn from their sales breakthroughs.
Value: $2,000 per month

Value Added Service #3:
Leads CRM & Dashboard

  • See all your leads and appointments at a glance in your custom CRM portal.
  • Track your sales opportunities and pipeline, and closed cases.
  • Easily view notes from our virtual sales assistant and key demographics for each of your leads.
Value: $300 per month

Are you ready to get exclusive access to quality done-for-you annuity leads? Then click the button below to apply for this time-sensitive and limited opportunity.

Apply For The AIM Done-For-You Annuity Leads-On-Autopilot Program

Apply For The Program

“I closed $776K in the first two months”

I’d like you to meet James. He’s a real bad @$$ 🙂

In addition to being a financial advisor he’s a drill sergeant in the military and closed $776K in the first two months of joining our program. James actually closed his first deal while he was serving on the base, over the phone! Pretty cool, right?

Since James is doing so well in our program, he immediately increased his lead flow to 20 leads per month…

Our advisors are experiencing the power of smart and innovative digital marketing. Sadly, our industry is slow to change, which is reflected in most of the marketing ideas being pushed around in our industry.

It’s time we change that…

Would you like to join us in our mission of disrupting the annuity industry and really helping clients get the answers they’re looking for in their pursuit of retirement security?

Would you like to avoid all the headaches and frustrations with chasing annuity leads or building complicated marketing campaigns?

See if our unique marketing approach can help you get more qualified annuity leads each week… without you having to lift a finger by clicking on the application button on this page.

“I closed $776K in the first two months”

I’d like you to meet James. He’s a real bad @$$ 🙂

In addition to being a financial advisor he’s a drill sergeant in the military and closed $776K in the first two months of joining our program. James actually closed his first deal while he was serving on the base, over the phone! Pretty cool, right?

Since James is doing so well in our program, he immediately increased his lead flow to 20 leads per month…

Our advisors are experiencing the power of smart and innovative digital marketing. Sadly, our industry is slow to change, which is reflected in most of the marketing ideas being pushed around in our industry.

It’s time we change that…

Would you like to join us in our mission of disrupting the annuity industry and really helping clients get the answers they’re looking for in their pursuit of retirement security?

Would you like to avoid all the headaches and frustrations with chasing annuity leads or building complicated marketing campaigns?

See if our unique marketing approach can help you get more qualified annuity leads each week… without you having to lift a finger by clicking on the application button on this page.

Here’s What You Need To Know BEFORE You Apply

On the application page you’ll be directed to fill out the short application form… don’t worry it’s simple (just a handful of questions) and not at all intrusive – we just need to know a little about you and your business before we jump on the call.

Next, myself and Terry will personally review your application and if we think you qualify and you might be a good fit, a member of our team will reach out to you to schedule an application review call.

Your application review call will be with either myself or Terry, so we can learn exactly how you’ll apply our virtual sales process to your practice and what are the types of results you are looking to produce.

Unfortunately, we will only schedule a call if (based on your application) we feel strongly that you’ll be a good fit and have a high likelihood of being successful in the program, so if we don’t reach out to you, please don’t take it personally. 🙂

If we do select you as a potential advisor to join our program, you should expect the call to take about 45-60 minutes and during that time we’ll review your goals, how comfortable you are using our virtual sales process and share with you how we would customize our marketing funnel specifically for you and your practice.

Finally, we’ll decide together, with you, if the program is a good fit for you or not.

If so, we’ll invite you into the program, and we’ll get started right away. If not, no hard feelings, we’ll wish you the best and perhaps we will work together in the future.

If you feel like this exclusive program could be for you and you’re ready to apply, just click the button below so we can start reviewing your application.

Here’s What You Need To Know BEFORE You Apply

On the application page you’ll be directed to fill out the short application form… don’t worry it’s simple (just a handful of questions) and not at all intrusive – we just need to know a little about you and your business before we jump on the call.

Next, myself and Terry will personally review your application and if we think you qualify and you might be a good fit, a member of our team will reach out to you to schedule an application review call.

Your application review call will be with either myself or Terry, so we can learn exactly how you’ll apply our virtual sales process to your practice and what are the types of results you are looking to produce.

Unfortunately, we will only schedule a call if (based on your application) we feel strongly that you’ll be a good fit and have a high likelihood of being successful in the program, so if we don’t reach out to you, please don’t take it personally. 🙂

If we do select you as a potential advisor to join our program, you should expect the call to take about 45-60 minutes and during that time we’ll review your goals, how comfortable you are using our virtual sales process and share with you how we would customize our marketing funnel specifically for you and your practice.

Finally, we’ll decide together, with you, if the program is a good fit for you or not.

If so, we’ll invite you into the program, and we’ll get started right away. If not, no hard feelings, we’ll wish you the best and perhaps we will work together in the future.

If you feel like this exclusive program could be for you and you’re ready to apply, just click the button below so we can start reviewing your application.

This Program Is NOT For Everyone…

One thing you need to know is that this program is NOT for everyone.

Please keep in mind that the annuity leads that you’ll be meeting with will be virtual since they’ll be from all over the country.

In some cases, if it’s a large annuity case, it may warrant a trip to visit with the client (which would be at your discretion).

Also, as you probably know by now, we have a no-jerk policy. We don’t work with brash personalities or anyone that’s not self-reliant or is needy.

So far everyone in our leads program has been cool to work with, but I had to put it out there because our team firmly abides by the “Gold Standard” set forth by the Ritz-Carlton company:

“We are Ladies and Gentlemen
serving Ladies and Gentlemen”

The following list identifies the types of advisors that are NOT a good fit:

  • Advisors who are NOT open and NOT coachable (difficult to work with).

  • ​Advisors that work with a Broker-Dealer.

  • ​“Unsuccessful” advisors looking for the magic silver bullet to be successful.

  • Advisors that don’t understand annuities or how to explain them to prospects.

  • Product pushers or advisors more concerned about making money than actually helping clients.

  • Advisors that have a “dip the toe in the water” mentality or don’t have an “I’ll do whatever it takes” attitude.

So if you’re a pleasure to work with, super open and coachable, and committed to producing break-through annuity sales in your practice, then this program just might be the ticket.

This Program Is NOT For Everyone…

One thing you need to know is that this program is NOT for everyone.

Please keep in mind that the annuity leads that you’ll be meeting with will be virtual since they’ll be from all over the country.

In some cases, if it’s a large annuity case, it may warrant a trip to visit with the client (which would be at your discretion).

Also, as you probably know by now, we have a no-jerk policy. We don’t work with brash personalities or anyone that’s not self-reliant or is needy.

So far everyone in our leads program has been cool to work with, but I had to put it out there because our team firmly abides by the “Gold Standard” set forth by the Ritz-Carlton company:

“We are Ladies and Gentlemen serving Ladies and Gentlemen”

The following list identifies the types of advisors that are NOT a good fit:

  • Advisors who are NOT open and NOT coachable (difficult to work with).

  • ​Advisors that work with a Broker-Dealer.

  • ​“Unsuccessful” advisors looking for the magic silver bullet to be successful.

  • Advisors that don’t understand annuities or how to explain them to prospects.

  • Product pushers or advisors more concerned about making money than actually helping clients.

  • Advisors that have a “dip the toe in the water” mentality or don’t have an “I’ll do whatever it takes” attitude.

So if you’re a pleasure to work with, super open and coachable, and committed to producing break-through annuity sales in your practice, then this program just might be the ticket.

5 Reasons To Apply For Our Done-For-You Annuity Leads-On-Autopilot Program

Consistently attract targeted annuity leads and appointments on autopilot.

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.

The application page will only be open for a super limited time, so apply now while it’s still available.

5 Reasons To Apply For Our Done-For-You Annuity Leads-On-Autopilot Program

Consistently attract targeted annuity leads and appointments on autopilot.

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.

The application page will only be open for a super limited time, so apply now while it’s still available.

“I got 2 annuity apps signed within 60 days…”

I’d like you to meet Terry C.. After taking a sabbatical from the business due to serious health issues, he’s back and off to a strong start.

Terry and his son tried to make digital marketing work for their practice by doing it themselves and got frustrated with all the implementation, time, and money required. They’ve also tested out another ‘done-for-you’ leads program that produces subpar results (by subpar, I mean zero results). 😉

Because Terry has done so well in our program he increased his leadflow to 15 leads per month…

So if you’re looking for a modern and hassle-free approach to effortlessly attracting more qualified prospects, so you can build your dream business…

…Then click the button below and apply now while the page is still online.

“I got 2 annuity apps signed within 60 days…”

I’d like you to meet Terry C.. After taking a sabbatical from the business due to serious health issues, he’s back and off to a strong start.

Terry and his son tried to make digital marketing work for their practice by doing it themselves and got frustrated with all the implementation, time, and money required. They’ve also tested out another ‘done-for-you’ leads program that produces subpar results (by subpar, I mean zero results). 😉

Because Terry has done so well in our program he increased his leadflow to 15 leads per month…

So if you’re looking for a modern and hassle-free approach to effortlessly attracting more qualified prospects, so you can build your dream business…

…Then click the button below and apply now while the page is still online.

Stop Wasting Time And Money On Costly Dinner Seminars, Lousy Annuity Leads Or Complicated Marketing Technology.

Apply For The AIM Done-For-You Annuity Leads-On-Autopilot Program

Apply For The Program
Stop Wasting Time And Money On Costly Dinner Seminars, Lousy Annuity Leads Or Complicated Marketing Technology.

Apply For The AIM Done-For-You Annuity
Leads-On-Autopilot Program

Apply For The Program
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