Client Acquisition Systems for

Independent Producers and Advisors

A sound marketing system would be built on demand and a strong trend and would, predictably, put you in front of new qualified prospects. Such as the systems we introduce to you:

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Senior Market

Ten thousand seniors turning 65 every day are staggering numbers. These won’t slow down in 2021 and in the new decade. It doesn’t matter whether you, as a producer or advisor, focus in the Over65 market or not because one thing is inevitable: your book of business is aging every year and your clients too, will face decisions related to Medicare. 

Hence, lacking a system that solves your clients’ demand will only open the door for competitors to take your clients. This system is as much about capturing new clients as it is about protecting your current book, whatever the focus of your practice may be.

Get in Front of New Prospects Daily
  • No out of pocket cost
  • Get your carrier to fund the expansion
  • Lifetime Level Renewals

Retirement Planning & Annuity New Clients

One of the best ways to reduce the work and effort involved in client acquisition success is by not re-inventing the wheel. And forty-year-old veteran in the financial service industry, and past president of NAIFA-Arizona, along with his partner – a 7-figure producer and Financial Advisor can show you a proven new angle and a system to position yourself successfully, attracting the types of clients that need the solutions you provide. 

Learn and implement a new and effective marketing strategy
  • Concept based on a strong retirement-market trend
  • Proven system used a Top-of-the-Table Producer
  • All strategies are compliant and approved
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