Important Message To Securities (NASD) Licensed Individuals
How To Market and Sell Life Insurance and Annuities ...In Spite of Your Broker/Dealer Compliance Department!

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"I not only use all the brains I have,
but all that I can borrow."
Thomas Woodrow Wilson

Don't bother to invest in our Proven Specialized Systems, or our Marketing and Sales Resource Center, if all you are looking for are great sales letters, seminar PowerPoint presentations, free reports, newsletters and other marketing pieces that you hope your Broker/Dealer compliance department will approve!  Unfortunately, anything that is considered to be good ethical, effective marketing, and actually works in the marketplace, won't be approved by most B/D compliance departments. (sales killer departments)

However, if you are looking for the very best in proven marketing strategies, ideas and techniques to help you to
attract more prospects and increase your sales appointments, then we believe you'll find our systems and resource center... with our personal training, coaching and mentoring to be of great value.  (Even if you can't use the good ethical marketing and sales presentation pieces)

You Are At A Distinct Disadvantage...
Unfortunately, because your B/D compliance department won't let you use anything that is good marketing and actually works, you are at a distinct disadvantage when it comes to attracting high quality prospects.  So, if you want to substantially grow your business you must become a master at communicating and building relationships with your prospects, clients and other successful professionals.  You must learn how to be consistently in front of your ideal prospects, so when they are ready to buy they think of you!   

Maximize the Sales Potential From Every Prospect You Get...
And, because you have a harder time attracting prospects, it's crucial that you learn how to maximize the sales potential from every prospect you get.  You have to learn how to turn 'nine out of ten' prospects you meet into a sales appointment.  And, then turn 'nine out of ten' sales appointments into a sale!     

In our systems and our resource center, with our training and coaching you'll learn the proven strategies and techniques the top producers in the securities industry use to...


Attract The Right Prospects…
You'll learn simple proven marketing strategies and techniques like...

  • How to form 'Joint Ventures' with other professionals and organizations so they will recommend you to their best clients... They'll actually do the marketing for you!

  • How to make yourself referable and get your best clients, friends and relatives to recommend you to their friends, family and everyone they know!

  • How to use a lead exchange group and set up a mastermind group!

  • How to use the incredible power of newsletters and drip marketing to be constantly in front of your ideal prospects and clients!  'Out of sight, Out of Mind' is a deadly mistake for any advisor!  And, it's especially true for every securities licensed individual!

  • How to use annual reviews, free educational workshops and client appreciation events to bring in even more prospects!
Increase Your Sales Appointments…
In doesn't matter how many leads you have, if you don't have the knowledge and skills to turn those leads into an appointment...
  • You'll learn the absolute power of asking the right questions to get your prospect to see and understand the problems they face.  If your prospect doesn't see they have a problem, then why would they want to meet with you?

  • You'll also learn the critical strategies the top producers use to set appointments with 90% of your seminar attendees, right at your seminar.  The information you provide at your seminar is not as important as you learning how to make an emotional connection with your audience.  The purpose of a seminar is not to educate people!  The only purpose of a seminar is to get an appointment!  It's about you gaining your audience's respect and trust.  It's showing them you understand their problems, and you have the solution, so they want to meet with you.
Improve Your Closing Ratios…
Is there any question that people buy based on emotions and then justify their decisions based on logic! Then…
  • Learn how to conduct a proper fact-finding interview, and make your prospect a voluntary and willing participant in the sales process!  Help them to become emotionally involved in the buying decision. 

  • Learn how to "get into the mind" of your prospect.  Learn how to go with your prospect's natural flow, using a selling sequence to which your prospect is naturally inclined, and you'll eliminate any resistance.  People don't buy what they need.  They buy what they want!

  • Finally, learn how to use a simple two page summary presentation that makes it easy for them to see and understand how they will benefit and you'll close 'Nine Out Of Ten' sales appointments!
Summary
Being able to use good ethical sales letters, good marketing materials and sales presentations would make it easier for you to attract prospects, set appointments and close sales.  However, even without those tools you can succeed beyond your wildest dreams, if you master the marketing and sales skills of your profession! 
Help Us, To Help Your Friends and Associates!

Advisors' Guide To:
'Growing Your Business'

Discover... What Most Agents Don't Know!  Only $19.95

"...makes interviews exciting as well as rewarding."

"I must say that as a Financial Consultant with a securities license, I admit I was a bit apprehensive in getting your material. But I did purchase the Advanced Fact Finding Techniques Video, which in turn convinced me to get involved with your personal coaching and the members only site. For the amount of money I spent, for the amount of such useful information, it is just incredible. I have logged hours, upon hours, of reading of such priceless, quality and helpful material on just about every aspect of the business imaginable. I have done Annuity Seminars for about a year now with marginal results. After applying what I have learned from you in just a few short weeks, I not only improved the quality of my existing seminar, but the appointments I have made from the seminars have become much stronger. Potential clients come into my office, ready for me to help them. Gone was the skeptical attitude of, OK, what can you do for me? Replaced by, do you think you could help me too? Plus, they brought in all their statements, 1040 forms, old annuities, life insurance policies and long term care policies as well. Also, after just a few of your coaching sessions, which I highly recommend, has helped me put all of this together very quickly. Your smooth and simple, yet thorough approach to your Advanced Questioning Techniques, have not only helped me improve my questioning, but makes interviews exciting as well as rewarding. Thank You."
John Guntkowski, RFC, CSA - FL, February 2007 (20 years in business)

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Disclosure… The income statements and examples on this website are not intended to represent or guarantee that every financial advisor will achieve the same or similar results.  Each individual's success will be determined by his or her desire, dedication, marketing background, products, effort and motivation to work and use the material, tips, advice and training in these programs.  There is no guarantee you will duplicate the results stated here.  You recognize any business endeavor has an inherent risk for loss of capital.