Bill H., Argyle, TX.
“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!”
Terry D., Roann, IN.
“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!”
John H., Bonita Springs, FL.
“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.”
Paul T., Mobile, AL.
“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!”
Ron F., Palos Heights, IL.
“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!”
Robby W., Granbury, TX.
“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!”
Bill M., Wall, NJ.
The compounding effect of this has been incredible! So for me its 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!”
Giovanni P., Harbor City, CA.
“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!”
Peter D., Livonia, MI.
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!”
Mack H., Gainesville, GA.
“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!”
Ron F., Chicago, IL.
“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!”
Scott H., Hudson, WI.
“Using the program I picked up an additional $475,000.00 in fixed indexed annuity business – this was my first session!”
Michael P., Caldwell, NJ.
“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!”
Andy G., Kingwood, TX.
“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.
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!”
Bruce G., Naples, FL.
“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!”
