a. We’ve solved the biggest problems for agents in this industry.

i. How do I get in front of qualified people that want and need my help consistently

ii. How do I offer a product and service I believe in that doesn’t have to be “sold”

iii. How can I actually build a business that produces revenue and residuals so I don’t have to grind and meet with clients every.single.day till burnout or failure?

b. We have a structured system and process (think like a franchise) that if someone is coachable, accountable, and works hard - success in inevitable.

c. We have a captive warm market of people (educators) that want and need our help and this market is growing, its consistent, and its always in demand.

d. We will show you how to build a business within our business that you own and that you are in full control of which is the ONLY way to create true time and financial freedom.

It covers multiple essential resources to help you get started. It includes access to the agent portal, GoHighLevel CRM, our backoffice system, our online training platform, and our online marketing system.

a. Same week running appointments with your trainer

b. Week two your goal is to setup your own marketing event or book appts (with your trainer)

c. 2-3 weeks your running your own appointments

d. Self-paced option for the folks who want to move faster

a. Training never stops if the goal is mastery

b. We have a system that chunks things down into 5 week programs to teach you the fundamentals of everything.

c. Primary training is Fast Start & Basic Sales and those two programs over 10 weeks teach the mindset, skills, and habits to make 20k a month.

a. Monday morning is team day, meetings, trainings

b. Monday afternoon through Friday we are “in the field” typically from 8-4 as 70% of our appointments are ran during school hours and we’ll do some evening appointments when spouse needs to be involved.

Yes. You will be assigned a trainer/mentor after your final interview prior to registering.

a. If working locally schools are assigned based on location and availability

b. If working virtual - you can work anywhere

We teach and train everyone to master the fundamentals of pension, indexed annuity, and life insurance planning.

We work with a variety to provide a wide range of products/services. Some of our carriers are: Midland, National Life Group, North American, Allianz, Security Benefit, Nationwide to name a few. We don’t spread ourselves to thin and keep our primary carrier list to around 4-5.

a. Life Insurance and Annuities

b. We have internal referral partners for debt, medicare, small business owner services.

No you do not need one. We do have an advisory side of our business for people that want to go into the advisory side of the business. Advisors create residual income through AUM (Assets Under Management).

Yes, this is a builders model and with access to over 4,000 school districts nationwide we need help.

We cover the first lunch and Appreciation Financial has an Activity Incentive Program pays people in their first six months. Think of it as paid training and that can add an extra $600-$1,000 a month on top of commissions.

Yes. We have agents that work virtually, in-person, and some do both.

Yes. We have a program that acts as a supplement and will help book luncheons - but its critical that each person masters their own marketing so they are in complete control of their activity.

Marketing events, referrals from the marketing events, and pre-set appointments.

a. We don’t offer leads, we offer preset appointments which is a huge distinction as our pre-set appointments average a 72% show rate.

b. Lead cost can vary from $20 to $32.

Very rarely as most of our business is payroll deducted. Less than 10% of the time. But in the event of a chargeback - you are responsible for paying it back.

a. Agents are paid weekly on Fridays. AIP income happens week 1 and sales from the commissions vary by product. With a two appointment sales cycle and with how annuities and transferring companies work it could vary from 2 weeks to six weeks.

b. Ultimately someone needs to expect and plan for earning modest income for the first 45-60 days as they build up their pipeline.

a. AIP (Activity Incentive Plan)

b. TIP (Training Incentive Plan)

c. BIP (Builders Incentive Plan)

d. AF Getaway - Make $100k first year and travel the world with us

Yes, you can start part-time if you have at least 2 days per week you can dedicate in the field during school working hours. Many people do this so they can still continue to earn income from their current job while they build up this side of the business to alleviate potential financial strain during the first 90 days.

Yes. We specialize in helping teachers and educators but you can absolutely help clients outside of this.

After one is vested they own their own book and renewals. This occurs once someone has cash flowed $500,000 (cumulatively over time)

a. We are not captive in the sense that if you have OBA (outside business activities) we are fine with that as long as they don’t interfere or are interjected into our business. We have strict solicitation guidelines with our school districts for our specific products and services so someone who might be selling real estate cannot be doing that or offering such services on school campus.

b. If someone is working with us it is expected they are going to do all of their annuities, life insurance, and advisory business with us as well.

c. If as a part of a transitional plan someone is going to work for example mortgage protection, final expense, or medicare - we are fine with that as long as it's disclosed and again those services don’t mix into what we do.

a. If that is how you look at it then yes we are absolutely - let me clarify.

b. We have proprietary relationships, training, and resources specific to a niche market we’ve worked and created for over 20 years. School District and the relationships are our top priority and we made one to many mistakes bringing the wrong people in that have created problems to the point where we lost a district which represents hundreds if not millions of lost future revenue and harming our brand and credibility. So we do our best to protect this for the good people that have built amazing businesses with us serving the needs of educators.

c. After 25 years of being in this business I have yet to see one person successful who is doing multiple things, working multiple programs, and chasing this illusionary myth of having multiple side hustles to be wealthy. We have no interest in entraining that kind of relationship…and let’s be honest - how has that been working out for you 🙂