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Build a highly profitable advisory practice in the Digital Age

It’s time to re-think the traditional methods to growing your practice.

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See how can AIM help you

Qualifying advisors can plug into our turn-key done-for-you leads program and close business
using our proven virtual sales methodology.

Effortlessly Close Large Annuity Cases Without Meeting Clients In-Person

Advisor Freedom Formula is our proprietary and modern approach to helping advisors consistently close new business 100% virtually (over the phone) while building a highly profitable practice around their ideal schedule and lifestyle.

You’ll discover the tools and technology to quickly build rapport and create profitable relationships without having to meet with prospects and clients in-person.

Advisor Freedom Formula is an online coaching program exclusively available to advisors partnered with AIM.

Done-For-you Digital Marketing

Annuity Leads-On-Autopilot is our exclusive done-for-you digital marketing program exclusively available to qualifying advisors that partner with AIM.

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

Annuity Leads-On-Autopilot is the industry-leading marketing program that helps advisors predictably get in front of more qualified clients.

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. We host monthly mastermind webinars to leverage the wisdom and intelligence of the successful advisors in our program.

Our advisors consistently 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.

How does your FMO stack up?

See how qualifying advisors that partner with AIM are having more freedom and profits than
they ever thought was possible.

Generate Leads

Get targeted annuity leads delivered in realtime to your email inbox and conveniently organized in our custom CRM portal.

Booked Prospect Appointments

Our team of trained virtual sales assistants call all of your leads and schedule appointments on your calendar.

Virtual Sales Coaching

Get access to the exact sales system that our advisors are using to sell MILLIONS of dollars in annuity premium 100% over the phone. Get 1:1 ongoing sales coaching and support with our team.

Personalized Automated Email Follow-Up

Our system will keep prospects engaged and “top of mind” by sending out ongoing weekly nurture emails. Completely automated and personal to each advisor and with calls-to-action linked directly to book on your calendar.

Personalized Online 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.

World-Class Back Office Support

Our world-class team will help you with advanced case design strategies and ensure that your deals get properly funded. We have access to the best annuity contracts from top-rated insurance companies and all of our advisors keep 100% of their commission on business closed from our leads.

Are you prepared for the seismic shift occurring in our industry?

There is a new breed of ‘virtual’ advisors that are emerging and challenging the status quo.
Our virtual advisors are able to build a highly profitable practice, while still having the freedom and flexibilty that few advisors know is possible. The industry is changing fast and clients don’t need or want to meet with you in-person — like they did in the past.

Is your FMO helping you prepare for this seismic shift?

A good hockey player plays where the puck is. A great hockey player plays where the puck is going to be.

Wayne Gretzky
Champion Hockey Player
Wayne Gretzky

Want to see how we can help you grow your practice?

Our done-for-you digital marketing programs and virtual sales coaching is exclusive to qualifying advisors.

To learn more about partnering with AIM, click the link below to get started.

1. Watch our webinar

See for yourself a detailed breakdown of how our program works and how it may be a good fit for you.

2. Apply for AIM

Joining AIM is by application only. Advisors are required to complete an application survey to determine if we’re a good fit.

3. Application review

After reviewing your application, if we feel you may be a good fit for AIM, we’ll reach out to you and schedule a call.

4. Phone Call

You’ll be getting on the phone with one of our principals to see if we are a good fit. We’ll either decide to work together or part as friends.

Contact Us