Archive | Estate Transformation Club Lobby

“Thank you for being such a generous person and taking your valuable time to help me. It is truly an honor and a privilege to be able to learn from you and I cannot begin to tell you how much I appreciate it. I have had no mentor through this whole 2 and a half year process and I am thankful as well as blessed to have had God put you in my path!”

Andy G., Kingwood, TX.

“Last week I had a client appreciation dinner and we had 55 people attend. Before the dinner, I made a short presentation in which I shared about the changes that have occurred in our practice; a short overview of fixed indexed annuities and a summary of ways we could help them. During this presentation, I used a brief PowerPoint presentation I developed highlighting our platform we were making available to them. We gave each buying unit a yellow response card and asked them to mark anything they had seen in the presentation that they were interested in getting in place for themselves. I kid you not, EVERY SINGLE ONE wanted me to help them with your platform! Since that time, I have been scheduling appointments and have not had any problem with anyone not taking my call. Everyone is excited to get this in place to feel confident about their family finances. I will keep you up to date on the results of these meetings, but I just wanted to send a big “THANK YOU” for your program!”

Peter D., Livonia, MI.

“I have written $293,000.00 annuity premium using your program. I would like to share with you my experience and how it came together using your gem of a platform!”

Bruce G., Naples, FL.

“I enjoyed catching up with what’s new with the platform. My partner and I have had good success – but admit we are just getting our feet wet over the past few months. When we were able to do a complete session with the Suitability Questionnaire (great tool) and the Worksheet – as a prelude to putting the platform together – we had a very high percentage of moving money whether it was into Life Insurance or Annuities. The process gives you so much credibility with a client. I would say adding up the premium we have moved as a direct result of the platform, is that it is in the area of $900,000.00 – and we are just getting our feet wet! Definitely got our investment back for the program. Thanks for all your support while we were getting up to speed!”

Peter T., Dublin, OH.

“Using the program I picked up an additional $475,000.00 in fixed indexed annuity business – this was my first session!”

Scott H., Hudson, WI.

“I met again today with one of my customers who were my very first session. The initial session was made using the George & Martha Washington sample unit “demo-approach” that you suggested to me about a month ago. This was my 3rd session with them – and they purchased a $250,000.00 SPIA. Thanks for everything!”

Andy G., Kingwood, TX.

“I see tremendous value in the program!”

Harvey L., Tamarac, FL.

“I’ve only done two (sessions) and I’ve got three more sitting here that I’m doing…but the two that I did, the suitability questionnaire was mind blowing for me! The first client I did was a gentleman 85 years old and his is ecstatic, in fact, after we did the suitability questionnaire and gathered the information on the questionnaire itself…put it all together for him, went and delivered it, reviewed it with the questionnaire in hand… and he just looked at me and said: “Bill, I want to bring all my money over to you!” We uncovered $200,000.00 of CD’s that he wasn’t using, that we put into indexed annuities. We uncovered $400,000.00 of a brokerage account that he had his third broker in the last three years and he’s never seen him – the guy really wasn’t serving him at all – so we brought that account over, and we transferred over $400,000.00 of variable annuities just with Joe! It was a great day and his son was there and he’s just thrilled to death to have this tool! I just finished delivering all his stuff to him last week and I can tell you that I have one satisfied client and it makes me feel great! In fact, he’s given me three referrals of people to go see!”

Bill M., Wall, NJ.

“Thank you for your honesty and professionalism! I have several friends in the business that your platform would be very beneficial for… I will suggest they contact you!”

Patrick R., Holliston, MA.

“I wanted to let you know your platform is a success. I use it on first and second appointments to show clients the type of service they can expect by doing business with me. Many clients do not turn over all their assets initially but by going back to update the platform on a quarterly basis, more and more assets make their way over because clients love it. I recently had a million dollar client start with me with a small annuity and a small managed account. Within a year, we are now managing his whole portfolio. We love the platform.”

John H., Bonita Springs, FL.

“I have been implementing your platform now for the last 5 months or so and I am really enjoying it. You said that clients would look at the platform and ask me, how do I get my other assets into this? Well guess what?… That is exactly what one of my clients said to me when I showed him his concierge unit. He looked at me and said: “I need to get my other assets in this!” And we did – and I wrote business! In addition to that, using your program has really made my contract delivery much more professional and it has helped me spot errors in my client’s documentation when doing sessions. I feel much more organized about keeping track of all of my clients assets – and I love that I have a place to keep notes of what we did and why for each asset. While I may not be writing $500,000.00 of extra annuity business on every session or closing business with 80% of my sessions, I am building better relationships with my clients and offering more value added service that the clients are finding helpful and that always leads to business long term. Thanks for sharing your program! I think it was a very worthwhile investment!”

Tony F., Loves Park, IL.

“I received the platform components on July 15th – the very next day I met with some clients of mine that I just had term insurance on. I showed them the sample unit and the following week I wrote three annuities for $130,000.00!”

Mack H., Gainesville, GA.

“I purchased this because I’m all about service! 20 yrs ago I came into this business from the ministry. I was all about service in ministry (not “sales”) and that is what I made as a conscious decision to run my business – by service! 19 yrs ago I wanted a good review process and report, as the large mutual company I represented promoted annual sessions. Over this time I have had mostly frustration in trying to come up with a good report. At one point, that large mutual company decided to develop their own software and used me as a pilot for it. That was good at first, but then they proprietorised (is this a word?) it and ruined it. Then, I had a good reporting system on a short lived contact management system; that was probably the best – but not without faults. This program is the best I’ve seen since. It looks GREAT! And then the added methodology and tracks/scripts – VERY NICE! As I said, I have ideas, suggestions and questions I’ll send later. Nice job – Thanks!!!”

Andrew A., Guilford, CT.

“I have been using the platform’s sample unit as a front end piece. People are impressed and I have two ready to come in for their sessions.”

Tony R., San Diego, CA.

“I’ve probably written somewhere in the area of around at least $5,000,000.00 in annuities and life insurance business with commissions of around maybe $350,000.00 to $400,000.00! Just for the month of May and June coming up here, we’ve got about $2,000,000.00 in the pipeline that we’re working on with the program. Basically, I’ve been using the platform now for the last year and a half!”

Ron F., Palos Heights, IL.

“I am very impressed with your program materials – and I’m looking forward to a great year with this playing a big role!”

Dennis K., Normal, IL.

“I went and saw another (client), he happens to be a doctor and his wife. It took me like three hours to gather their information, that’s how all over the place it was. They didn’t even have a clue; he’s got lots of properties and he has a $4,000,000.00 IRA account, of which I already have $1,500,000.00…and I mean just all over the place. He stopped after we were done gathering the information doing the suitability questionnaire and said: “Bill, we’ve been looking for this! We’ve been looking for something like this that we could organize ourselves!” And I was like “Oh my goodness!” He just turned 70 so things are starting to shake up in his head a little bit. I had no intent of selling him anything…and after we went back and organized him and sat down with him; last week I wrote a $1,000,000.00 IRA annuity! He’s thrilled to move it over to me and he did it pretty much on his own thought processes. He doesn’t know what to do with his $150,000.00 a year distribution so we’re talking about a $100,000.00 life insurance second-to-die policy…and this just came out of organizing my clients! And this guy has given me four referrals of some other doctors!”

Bill M., Wall, NJ.

“I have used the platform for one and a half years and am very satisfied with the product. It has helped bring in new premium, referrals, and keeps me organized and in the know with each one of my clients financial information. My clients enjoy having a tangible process detailing their financial information and history. It’s an added service that helps my client’s appreciation for our firm stay strong!”

Robby W., Granbury, TX.

“I have been in the business now for 20 years. In October, I had the chance to encompass the platform with my client sessions. Finding new assets and working on existing relationships was fun and rewarding. I produced $160,000 in commissions for that month! Best of all my clients thanked me!”

Ron F., Chicago, IL.

“The compounding effect of this has been incredible! So for me it been like “WOW.” I can’t complain – two clients you know … $1,200,000.00 in indexed annuities! It’s just been AMAZING! I just followed your program as laid out. For me, being an old dog, I like simple – simple is nice, and it is simple! It’s a simple platform to use. It’s a great financial organizing tool. It’s what people want, and if you give people what they want it comes back to you in ten-fold…it’s just the way that it works, it’s a remarkable tool! I’m very impressed that you invented something like this! It certainly has paid off unbelievable dividends; there’s no reason why every advisor on the planet shouldn’t do this! $1,200,000.00 in annuities and almost $800,000.00 on the other side of the coin with variable annuities and brokerage accounts – pretty close to $2,000,000.00 on two clients! I just marvel at how simple it is and how the ease of use is and how right it is for my client!”

Bill M., Wall, NJ.

“I’ve closed 13 out of 14 cases with the platform! It’s really a good program, if you count the (session) one we did the other day, we’ve made $100,000.00 in 8 weeks! 90 to 95% of the time you walk away with extra business through this. Get the program and run with it, try it out… it’ll make you money!”

Paul T., Mobile, AL.

“I did my first one (session) last week and wrote $150,000.00. I went on my second one today and uncovered an additional $600,000.00 – I’m, getting kind of excited about this one! I got a business client that I have his 401k plan that I did an IRA rollover and when I went back in I took the demo (unit) and he started digging stuff out of his drawers, he said: “This is the most awesome thing we’ve every seen!”… They’re just like drooling over the thing; so far it’s fantastic. I’m getting a lot of excitement over it!”

Terry D., Roann, IN.

“The number (of sessions) that I’ve actually done are five and I hit on four, for we might as well call it $868,503.00 – which would be about $77,000.00 in commissions! When I got it I was excited because the first couple of weeks in January are kind of dead unless you did seminars in December, which we don’t. So, I was obviously looking for a way to get a good start to the year. Last year in January we wrote a little $250,000.00 deal and that was okay. This year we wrote $700,000.00 and it was because of the platform – so you’ve really latched onto something that’s pretty phenomenal! There’s no way I can’t write an additional $2,000,000.00 to $3,500,000.00. I know for a fact that this will get me to that $10,000,000.00 to $15,000,000.00 where right now I’m at that $6,000,000.00 to $7,000,000.00 level of annuities!”

Bill H., Argyle, TX.

“In the past two weeks I wrote $770,000.00 of new Annuity business from using the platform. Clients came in for their sessions – and I learned about the new assets. Oh, and $100,000.00 in insurance premium also!”

Michael P., Caldwell, NJ.

“Just want to let you know I completed my first session with a client and made a sale, $100,000.00 Indexed annuity! I also want to thank you personally for all your help with the platform and mentoring of same. This is the first time I have purchased a program that really works – and has paid for itself! You are a man of your word and that means a lot to me!”

Giovanni P., Harbor City, CA.

“I got the prorgam a couple of weeks ago and made time to go through it during the holidays. I am looking to get started on it after New Years. I love the concept and the software!”

Mark S., Littleton, CO.

“Just wanted to let you know that I have picked up about $275,000.00 in annuity premium so far with your platform! I have just talked to a couple of clients who are retired and want to move their money into IRA’s. What a paper nightmare. I am just about to complete my goals for the year! Thanks again!”

Richard P., Bethalto, IL.

“Started delivering the platform components – clients love it!”

Doug V., Palm Harbor, FL.