By signing up for your free membership you will be granted access to our members area where content will be created to help you as an agent succeed as well as our online webinar that you can send to your clients.
How We’re Different
Other estate planning businesses will often offer a small commission, a pat on the back and not much else.
Aside from educating your client on estate planning, We want to create business for YOU!
We utilize online webinars to educate your clients on the importance of estate planning and Fixed Indexed Annuities. When you send your clients to learn from us they will leave with information and interest in the FIA, this is where you have the opportunity to further educate and hopefully… Close the sale!
Our unique webinar has provided the participating agents nearly $100 MILLION Dollars in annuity premium.
Membership to our site is 100% FREE for a limited time!
Support For You & Your Clients Every Step of The Way
As an agent, you're always looking for new ways to get in front of prospective clients and re-engage with past clients. Our goal is to educate your clients not only in regard to estate planning but on financial products that YOU sell.
We have to be transparent and open to your suggestion if we are to truly be a system that works for both of us. In our members area we promote dialogue that drives our service to be better. Your needs are just as important to us as your clients.
HAVE QUESTIONS? WE HAVE ANSWERS!
Absolutely not! We simply advocate for certain financial products WE like. You are under no obligation to sell or advocate for those same products. Our goal is to educate your client and hopefully get them to speak with you about their current needs.
No, we do not offer any monetary compensation for referrals. Our hope is that the commission you make as a result of your client watching our webinar will make up for the lack of a referral fee.
No, you can send as many people as you wish. The more people you send the better opportunity you will have to close sales!
Our focus is on giving your client the opportunity to learn about the products we advocate for. Working with your client and solving their specific needs will be your responsibility.
No, We simply advocate for ensuring someones retirement money is safe. In our opinion the FIA does this. However, every client is different and has their own needs. If the FIA does not fit their needs, we suggest you work with them to find a product that does.
Didn’t find the answer you were looking for?
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