Are you an agency owner or the GA of your firm? 

Is client retention an issue that you would like to solve, or at least increase? 

What if you could get paid for increasing your client retention rate, would you be interested in learning more?

Turn a mono line client into a multi-line client, and get paid for helping them with a problem they don’t even know they have. 

It’s a known fact that the more products you have with a client ( think bundling ) the more likely the client is going to stay with you. And if one of those is a financial product, chances increase that they won’t leave you.

We operate 3 ways…

1)  You introduce the concept, we do the presentation, and we split the commission 50/50. Let me say that again. A 50/50 split for having a 3-5 minute conservation with your client at the end of your annual review with them. ( Printing money takes more work than this! )

2)  You split a few cases with me, then do some training and get greenlighted to do your own presentations. You receive the full commission.

3)  If you have agents in your office, you can do their presentations and split the commission 50/50 with them.  Or, after they watch you do a few presentations, they get some training and when they’re greenlighted, they do their own presentations and you get an override.

A valid Life Insurance License in the state you do business in is required and you need to get contracted with our carrier, before being able to receive commissions or write your own policies for your clients.

You should see me as an extension of your business, another revenue center. 

OH… And this isn’t just restricted to your book of business, write anyone who qualifies and wants a plan, how cool is that!  Client’s will love referring you business… And if you can help them with something else, ( like home or car insurance ) the commissions are all yours. We don’t even want to know about it!

SOME SYSTEM POINTS OF INTEREST:

Competition: There is no other product in the marketplace today that does what this system does, so there’s no competition, your clients won’t be shopping around. But only if you offer the system to them 1st. If your competition in your marketplace adopts our system, where do you think they’ll look for business after they exhaust their book of business…just a thought! And remember I told you this up front!

High tech system:  The client has their own “Data Portal” so they know exactly where they stand and what their numbers are.

Flexible: The system is able to easily handle changes in your client’s account.

Additional Products:  While currently, this program doesn’t include extra products from us, your insurance carriers offer powerful add-ons—and you can bundle your own services to skyrocket client value and revenue.

Saleable: A perfect fit for small or large agencies.  No minimums, no quotas to meet, do as much or as little as you want.

Fees: Yes there is a monthly fee, but it’s small, even negligible in comparison to the money you can make from one client. There is also a small soft credit pull fee, charged monthly. Renewal commissions each year offset the credit charges.

Plan Terms: Terms are between 7 to 10 year or longer in some cases, so a client is committing to stay with you for this term. The beauty of the plan is, once they finish you have the option of helping them redirect the money they were putting into the plan into something else of their choice.