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Independent Reviews & Ratings From The Experts:
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!”
Bill M., Wall, NJ.
“I'm very impressed that you invented something like this! 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!”
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!”
Robby W., Grandbury, 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!”
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!”
Tony R., San Diego, CA.
“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.”
Andrew A., Guilford, CT.
“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!!!”
Richard P., Bethalto, IL.
“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!”
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!”
Doug V., Palm Harbor, FL.
“Started delivering the platform components – clients love it!”
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!”
Tony F., Loves Park, IL.
“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! “
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 & June coming up here, we've got about $2,000,000.00 in the pipeline that we’re working on with the platform!”
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! 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 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 says: “This is the most awesome thing we've ever seen!”
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!”
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!”
Peter T., Dublin, OH.
“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!”
Harvey L., Tamarac, FL.
“I see tremendous value in the program!”
Mark S., Littleton, CO.
“I got the program 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!”
Patrick R., Holliston, MA.
“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!”
Dennis K., Normal, IL.
“I am very impressed with your program materials – and I’m looking forward to a great year with this playing a big role!”
Andy G., Kingwood, TX.
“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!”