Say Goodbye to Cold-Calls and Lead Hustle
It's as simple as 1, 2, 3. Just pick whatever location you want to operate in, filter, and get appointments automatically added to your calendar. The Appointment Setter is literally the easiest way to get in front of qualified people who actually want to talk to you. How do we know? Because they themselves set the appointment. No more convincing or jumping through hoops. Just appointments.
Learn How Be Effective and Get More Deals
It's as simple as 1, 2, 3. Just pick whatever location you want to operate in, filter, and get appointments automatically added to your calendar. The Appointment Setter is literally the easiest way to get in front of qualified people who actually want to talk to you. How do we know? Because they themselves set the appointment. No more convincing or jumping through hoops. Just appointments.
Plan 1: Just Appointments
Get in front of qualified prospects who have questions about their state or federal pension as they are near or at retirement. They request to meet with an advisor to get their questions answered and then you educate them and position the product that helps – the only complete booking source for appointments in financial services anywhere.
There is no requirement to move your contracts or write business through us – write business wherever you want.
- No obligation, quit at any time
- Free to enroll, $69 for each appointment
- You do not pay for cancels
- Average Assets $155k in 403b, 457, 401k, IRA, Roth etc
- IUL opportunity, Term, LTC and AUM, opportunity
- GOOD advisors can add 500k in AUM per month.
- No securities license necessary.
Price: FREE
Plan 2: Appointments & Training
Learn how to succeed with preset appointments. Vetted appointments booked to your calendar with qualified prospects. The only complete lead and training system that generates %1000 ROI for experienced advisors!
- Access to all 40+ training videos and 70 interactive lessons
- Interactive lessons that ensure you grasp key concepts
- Recordings of live appointments with commentary
- Power Point presentation that pre-handles common objections
- Fact finder
- Opportunity to do joint work with your trainer
This program is everything you need A-Z to successfully run and close preset appointments. It has been developed and refined with the data from thousands of appointments.
Price: $99
Plan 3: Appointments & Deluxe Training
Get all the benefits of the above plans along with even more tools and insight that all but guarantee your success!
- Includes everything from the above plans.
- Strategy call with course creator.
The only comprehensive training program available. for financial service and insurance leads anywhere