Private Client Services

We fill agents and advisors calendars with high-quality, pre-set Annuity and IUL leads using broadcast radio. Over the past 10 years, we have advertised nationally on the radio...generating hundreds of thousands of leads and appointments. In 2016 alone we generated 33,363 leads from marketing campaigns. We are able to deliver advisors high quality leads due to our proprietary marketing, black box data screening & call center-management system. Very few companies still exist who consistently do this every day, every month and every year. We provide agents and advisors the freedom to focus on what they are best at: meeting with prospects and clients consistently every month...all across the country. We essentially have become the marketing arm for many agents and advisors across the country. For the advisor who is looking to plug into an actual customized lead generation system... then you may want to consider our Celebrity Agent System. We only have a few chapters left around t...