ENHANCED CREDIBILITY - INNOVATIVE TOOLS
- CONSISTENT APPOINTMENTS & SALES
- CONSISTENT APPOINTMENTS & SALES
Gain access to our flagship marketing system that provides the blueprint to 10x your appointments and sales! Following the best practices of one of the top annuity agents in the nation, our Amazon #1 best-selling book (Retirement Shield), unique class presentations, and our exclusive one-stop marketing and training online vault, learn how agents and advisors across the nation, are moving up to $40 million in assets annually.
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REAL-TIME ANNUITY PROSPECTS WHO WANT TO CONNECT WITH AN EXPERT
Using the power of online keyword marketing (Google, Bing and Yahoo) and our unique live pre-qualification process over the phone, producers are having tremendous results connecting with real prospects who have an interest in purchasing an annuity! All leads are delivered in real-time, exclusive to you and avg. over $200,000 in potential premium.
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STAY CONNECTED WITH YOUR PROSPECTS AND CLIENTS ACROSS ALL SOCIAL MEDIA PLATFORMS/WEBSITES/EMAIL
As you build your book of prospects and clients, it becomes harder and harder to stay connected and stay relevant. With all the different social media outlets your clients use, in addition to email and your website, writing up or even finding the right material to stay connected can be stressful. Through our Streamline Connect program, stay connected and stay relevant!
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Learn how you can cross-market your services and potentially generate more business through your website, email, Facebook, Twitter and LinkedIn by automating a newsfeed of articles from paid-subscription outlets like Wall Street Journal, Bloomberg, Morningstar, Forbes and more!
EDUCATION-BASED APPROACH TO PROTECTING ASSETS WITHIN THE FEDERAL EMPLOYEE MARKET
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BRETT RILEY
SENIOR VP | MARKETING & SALES |
RICKY VILLA
SENIOR VP | MARKETING & SALES |