He Made $250,000 in 6 Months With Annuity Leads

Hey, what's going on, you guys? I'm so excited for today's interview. This cat, listen to this man before I bring him in. This is unbelievable, right? He has earned over $250,000 in commissions from our annuity leads just in the last 6 months, wrote about 3.5 million dollars in annuity premium, has been in the business about 5 years, has been crushing it on our Kaboom annuity leads. We have a whole special program for Kaboom advisors. And also, Kaboom is spelled c a boom. And you can click on the link below to learn more at c a boom advisors.com, kaboomadvisors.com to learn more about our annuity leads program, our monthly options and subscriptions, how our annuity leads work. Also, real quick before I jump to Dylan, three things that I love and I'm going to get his feedback on here in in just a second are our annuity leads are asset qualified. So, we ask everyone, "Hey, do you have at least $100,000 or more in investable assets excluding your home?" And if they've marked no, we kick them out of the funnel. We also verify the phone, so they're phone verified where we text the prospect, we use AI to connect, and we text the prospect a six-digit security code. They have to go back in the funnel to verify, "Hey, it's a real cell phone number of that human being." Cuz nobody loves people that are dead responding to leads somehow, okay? So, second is phone verified, and then third is that we introduce the advisor via a custom landing page and a text and an email, and we introduce you to the prospect with your name, your picture, your national producer number, and your calendar booking link. Please help me welcome someone who's been freaking crushing it. I love this cat and excited to hear more about his success, Mr. Dylan Taylor. >> Thanks for having me on, Cody. Appreciate it. >> Dude, appreciate you, man. Uh w- how did you hear about our annuity leads? >> Uh honestly, pretty simple, just Facebook. I I, you know, I search in obviously once you search like where to get good leads, you know, go on Google where to get good leads, you're going to get a million different things that kind of filter in and saw what you guys did, saw the success stories, and also saw you really kind of working the behind the scenes. Obviously, as you know, not all leads are created equal. And so, getting getting a good one uh tried obviously a lot of vendors. Um pretty happy with the success we've been having with the leads we've gotten so far, especially in the annuity basis where we really stay in that. >> It's awesome, man. And and what what do you feel like has been different about our annuity leads compared to others? >> Um I'd say the main difference is the detail that you get on the lead, but also they're fresh. I you know, I think everyone knows this is the same lead is distributed to like 10 other agents with a lot of different lead vendors, and that's a problem, especially when you're calling the same person. They're like, "Dude, quit calling me. You know, I've been called by 10 million other people." And for the most part, I mean, again, these leads are strictly for you. They might go apply somewhere else, but it's very simple to go work that and all build that relationship and make yourself a little bit different than the others. >> Yeah, for sure. Also, I didn't even mention that Dylan qualified for our Kaboom Millionaires Club. Uh whether you submitted 10 grand or a million dollars, like you move up and earn rewards and get, you know, celebrated. Uh and actually, now you're about to qualify for the quarter of a million-dollar club. He was at the six-figure club, which is sick. Um with the uh annuity leads, right? You're you're what's your process for like reaching out to them and booking an appointment with them? >> Sure. Speed is the name of the game in like well, my company in general, but also in everything. So, as soon as you get a lead, it's like as soon as you can reach out, you want to reach out. They're it's fresh in their mind, it's fresh in their memory. They know what they just signed up for. And as soon as you call them, you're going to be the first person to call them, which doesn't give them any, you know, ability to go even apply somewhere else. So, you're like right in their front of their face, um if you can. And if you don't get a hold of them, you know, it's text, email. It's, you know, call AM and PM until you're really getting a hold of that lead. Um inevitably, after a couple days, I'll start double-dialing, triple-dialing, just depending on what it is. Actually, I've gotten a hold of a lot of leads that way because you're like, "Oh, who is this person calling me? You know, Is it an emergency?" Um and then they'll pick up and they go, "Oh, I was asking for this, you know?" Um and so it's really cool to have that and also work that lead. And as soon as you get a hold of the person, it's never about product information or specifics or what product it's going to be, whether it's annuity, life, you know, IUL, it doesn't really matter what the product is. It's it's addressing the concern that the person has. Because if you address the concern, then you can put things together without saying any product name. And then you can just throw that together and say, "Hey, this is a concern. This is how we're going to solve it." And it just makes it super simplistic that way and you're earning their trust as well. >> Yeah, so then you're you're having initial conversation. You're you're Yeah, you're trying to learn more about them. And then you're booking a time to get back on with them. >> Yeah, so really the phone call is like 5, 10 minutes. I've been on the phone for 30 minutes with certain people that want to ask a lot of questions, but in reality, the whole goal of that is to get in front of them over a Zoom call. Um as fast as you possibly can to get a person's name. Phone calls are great, but if you're more in person as much as you can be, which is Zoom. Obviously, everyone's using Zoom now and it's impossible when the clients are across the country. Our clients are in every single state. So, you hop on a Zoom call as fast as you possibly can, usually within one to two days if possible, with that person and you go establish more rapport, build more trust with them. And then kind of show them a little bit of options and also why you're different than the other advisors or why you're different than the other people that they might be talking to. Because if you're not different, they're not going to go with you. >> True. Yeah, that's cool. Um what percentage do you feel like we do a good job of making sure people actually have investable assets? Like we say we do that, but do you feel like that's actually valid? >> I feel like maybe 1% of these are don't have the investable assets. And I don't even think it's that much. I've had one out of 120 that I worked >> Wow. >> They had 50 grand. So, um but you guys do a good job with like, "Okay, well, that person didn't have it, so let's give you another one anyway. So, very simple. >> Yep. Have you ever Have you ever got a disconnected number or dead person? >> Never. Never. Never had that. >> [laughter] >> They are dead, I have no idea cuz I never got a hold of them. >> Yeah, true. That's true. Exactly. [laughter] Um and then Oh, the introduction. Have you had Have you had it to where they um like, you know, expecting your call or somebody, you know, knew your name or how's that how's that went? >> Most people do. Uh most people do. I would say the only people that don't are again the individuals that might have just filled it out and they've gotten called by five people and they're already disgruntled. And again, that's on, you know, that's on them. It's on the leads. That's also law of numbers, I'd like to say, but most everyone that I get a hold of is either expecting my call or expecting me to come up with a solution for them in whatever they're looking for. >> Yeah. I think that's cool cuz cuz most people know this. Like, yes, we we actually build like a custom uh we have a brand um called American Retirement that we build an entire confirmation and landing page funnel for each advisor uh custom, right? And hoping you come back and keep working with us cuz we're building all these assets, right? And so, we do this and we add, again, like I mentioned, like, we let them know they've been matched to a retirement advisor to help them. Mention your name, um picture, national producer number, and we let them know, "Hey, the easiest way to get a hold of this individual is to book directly on their calendar." And so, we're actually working through improving that piece um so that we can get more book automatic bookings on the calendar as like an extra bonus. And then we're also texting and emailing the prospect to let them know who's going to be reaching out to them. Um and what's crazy is, dude, I I mean, I don't know if you've heard this from Jonah or from any anybody else on our team or just people you're working with. But we have We are literally getting um it's so grateful for this, but we are literally getting wins from an advisors every single day lately. Like, we are so like excited about that because the success It's It's why annuity has become our top-rated lead. We have a bunch of other types of lead, but annuity has because it become of our top-related rated lead because of the percentage that actually succeed. Um >> Sure. >> Yeah, what what would you say like if someone's out there and they're like, "Man, I I've heard the spiel 9,000 times and I've been, you know, I've been scammed by, you know, some dude in his underwear in his mom's basement on a laptop saying he's amazing at marketing before." You know, like that happens. Um what would you say to the person that's used to hearing this type of stuff and then they try something and it just freaking is garbage? >> Yeah, I mean, >> [clears throat] >> I can't tell you how many I I can't tell you how many number of times where I've, you know, you purchase a dollar lead or you purchase this lead and you're like, "Well, I'm expecting it to be good." Or I'm sold the world and it's just miserable, right? So, once I find something that's really good and what I'm going to really tell people is once you find something that's really good, you want to stick with it and results are proven. And the ROI is huge, especially on these leads and I think that's why obviously annuities are you guys' best sellers cuz they're done so well. A lot of people do annuity leads, but it to do them very well and to do them with the information and also not having any disconnected numbers or dead people, I mean, that's pretty That's pretty huge in itself because there are some leads that I've worked where I'm like, "Man, every one out of two is not working." Or they're not around or they applied for or they applied for information like 30 years ago. You know, I've had those leads. And so, you know, the proof is in the pudding in in a lot of things and when you see a lot of people winning, a lot of people with the videos or reviews that you guys have as well and I've I'll just come on and say as well. I mean, we've had nothing but great support on the back end, great working with the agents that you guys have distributing them and helping out along the way. And if any have to be or aren't in the right state or they're replaced pretty much immediately or within one or with days. So, it's pretty awesome to have that. >> It's awesome, buddy. Appreciate that. Um and so if you guys are interested and you want to chat, we would love to chat. You can go to kaboomadvisors.com or link is below in the description. Uh Dylan, I had a question for you, buddy. You've been doing this about 5 years. Um have you have you always sold annuity? >> Um I can't say always. I first started out in like the life insurance or IUL, right? That's what we really was our bread and butter when um I initially started. And there's a couple of annuities thrown in there here and there. And I just really liked how simple of a structure the annuities are. And also how easy it is to be able to provide information, especially to people that are near retirement, in retirement, or you know, want to leave something behind. And that honestly the annuity covers all of it. There's, you know, hundreds of different companies that have annuities. There's a bunch of different types of them. And for whatever people are looking for, whether it's Roth conversion, whether it's growth, whether it's a lifetime income, annuities provide every single one of those. So we can do them all. So that's pretty awesome in the annuity space. Plus, if you're an agent, you understand chargebacks, and you get zero chargebacks from annuities in all in most cases, unless you're really doing some bad business. So it's pretty awesome to have that and also know that commission's going to stay there. >> Yeah, it's a very uh unique world. Like I don't most agents, I love that you know, most agents and advisors like I love that you're talking this way because most most of them are like terrified of the word annuity. Like, "Oh my gosh, it sounds so complicated." Um you sound like you have made it simple, and that it really is simple for a lot of agents or advisors that are considering it, cuz we do get a lot of agents on our well watch our channel that are, >> [snorts] >> you know, they jump into life insurance, you know, or IULs and in uh mortgage protection, whatever. And in the annuity world like scares them. >> Sure. >> How do they learn? How long does it take? What should they do to learn? You know, obviously having a mentor that can help them along the way and run appointments and learn. Like how did you learn? >> Yeah, I mean luckily I I'm someone that's going to go get, right? Even before this industry, I was in construction and I worked my way to being the youngest certified electrician in the company at the time. I also then worked my way up to run a company with someone and be successful in that sense. The only thing I didn't like was that I was up and down California, never home, and you know how that is a lot of the time. So, I wanted to transition into something and when I came into the industry, there they stick you with a trainer. You know, I was working with one of the most just very populated brokerage. There's a lot of agents over there and as you know, most agents or depending on who you are trained by is important, but the other thing is what you do by yourself. And so, what I would do in my own time, I was barely licensed. I would call the carriers. I would call the IMO's. I'd call everybody that had some information for me to get information out of them to tell me how this works, how this operates, how I can talk to people, and I would meet with people that have been in the industry for like 50 years and I've been in the industry for like 2 months and I would take them out to breakfast and I would be like, let me just let me just pick your brain for a second and give me some words, give me some vocabulary to talk about on the calls and that's where I picked up a lot of stuff and I did a lot of things that agents aren't willing to do or most people in any industry aren't willing to do, which is just do the extra work. And that's not just in finance or insurance. That's in every field of being an entrepreneur. It's what's the minimum effort I can do with getting paid the most and that's not the mentality you have to have is what do I got to do to be different. And so, that's what I did and I transitioned within just a few months full-time from going, you know, multiple six figures a year in construction to straight on to entrepreneurship in insurance and finance. So, it's asking the questions, it's getting a hold of people, and it's not being afraid to be told no. That's the biggest thing that people worried about is I'm going to told I'm going to get told no. And what's the worst thing that's going to happen is you're just never going to talk to that person again or they're just going to tell you no, it's on to the next. >> True. >> Segway to a yes. >> Yeah, I uh I also looked at your account, and it looks like based on what you spent with us uh compared to what you've earned, it's about a 10x. It's It's not far off from, you know, about every dollar you're putting in, you're getting $10 back, which speaks to a lot of things. It speaks to your work ethic. It speaks to um you know, how good of job you do when you get a hold of people. It speaks to Like we had one gentleman recently that said, you know, "Hey, I stopped using your annuity leads." I'm like, "Oh, okay. What happened?" He said, "Well, I kept getting a bunch of people to third appointments, but I couldn't close anybody." >> Mhm. >> "Huh, interesting." I'm like, "Well, I don't know that that's us, but" And then what's funny is then he came back later and said, "You know what? I realized it was me. I'm now much better at closing annuities. I want to come back because I had a lot of opportunity with you, but I just wasn't, you know, locking it down, right? And so, >> Sure. >> you must do a uh good job, or even have people in your corner that are like, you know, helping you learn this game and improve and close some bigger deals. I think the sheer amount of money that scares a lot of agents, but I will I will admit like, there is so much opportunity. We are leaning into this world really heavy because we're getting a lot of feedback from advisors that they're like desperate to find something that can put them on the phone consistently with people. Um so, if they want to learn more from you, or just follow your journey, man, what you know, how do they follow you, or where do they go, or what do they do? >> Yeah, very simple. I I mean, honestly, something I'm going to really add as well in being successful is some agents will get trapped into brokerages that have super low commissions, or have They have no idea how commissions work, or they'll take the street contract and they make it lower, and I think that's something that a lot of people got to understand is when you're taking commissions that are like a tenth of what you should actually be receiving, and they're like, "Well, it's really hard to make it." Well, it is really hard to make it, especially if you have a super low contract. So, also evaluating that cuz that's something I had to do and that's also why I created Ascent Financial Solutions was to give an avenue to agents to get into the industry with no money out of pocket that doesn't go towards their licensing. So, how we're different and you know where to find us Ascent Financial Solutions right out of California. Um how to find me Instagram Dylan Taylor with two Rs and it's d i l l o n. But how I onboard an agent or how our thing is ours is different than you know the brokers I was working at is I had to come up with $200 out of pocket just to onboard, right? Just to join a brokerage. And then I also had to pay for licensing and it ended up being almost $1,000 for that licensing. And that's a huge chunk of change uh especially in today's day and age. So, being able to get into it for $200 less and also no brokerage fees a month. There's no monthly fee or subscription that we charge our agents. There's no onboarding fee. So, literally all they have to pay for is their licensing in the states that they're willing to do business in. And they're onboarded, they're licensed, they are appointed with our carriers. We take care of all that back office work for them. Nothing out of pocket to them. And then we're able to provide them with great mentorship, training, and the biggest thing is putting them to independence to where they're successful and not just having no idea where to go, but also giving them an avenue to be successful. And so, I think that's what we really do different and what we do very well is really teach agents how to actually get into a system that works for them, build their book of business, and then always have a book of business to work, and then once they're independent leads come into flow into fruition from there. But I mean as you know as well for an agent, right? To just come out and say hey, I'm going to spend X amount of dollars or I'm going to spend thousands of dollars on annuity leads. Most people don't have that capital yet. So, building that capital for them and getting them some commissions and be like hey, we got an awesome lead vendor here and here you go and there you go. Now you have your leads. Now you can really build it." So, you have to spend money to make money, but I want agents to make money before they have to spend that money as well. >> Yeah, that's creative, bro. I like that you're doing that cuz you're right. That's uh that's one thing that agents struggle with is like coming in and saying, "Okay, I got to spend money and uh you know, I don't understand products at the same time." You know, like it's uh You're right. You're speaking to You're speaking to, you know, majority of our audience that totally align with what you're saying. Like it is terrifying. But but I'm telling you what, man, if you guys will show up and and be like a Dylan and and and work your tail off and be reliable and be coachable um and and willing to learn and grow, you know, realizing you're not going to make a million bucks overnight, like you can do really well. Can be really rewarding. But you can tell, you know, like Dylan and I are new to each other. He's been crushing with our annuity leads, but guess what? He's someone who you can tell uh cares about his business. Cares about his clients and wants to win. Like you can tell he's a competitive dude and you know, if you're if you're out there, like that's what it takes. And if if you're like that you can win, you know, with an Ascent. You can win with a Kaboom Advisors as well. So. >> 100% and um I would say the biggest thing that I'm going to really bring to the table for a lot of people is, you know, waiting till you're ready, you'll be waiting forever. Um cuz there's no a fully ready. It's just you got to jump in at one point in time and you have to commit to the process and you also have to see it through. And if you're not going to see it through, you're only doing yourself a disservice in that. So, I would say if people are coming into the insurance industry, I think it's amazing. The financial industry insurance industry, as you know, is growing insane, but you also have to know why you're coming into it and also what you're willing to sacrifice or the time that you're willing to spend into the company or into the business to make you successful because, like you said, you're not going to make a million dollars overnight. Can you make a million dollars in the next 5 years? 100%. But you're not going to make it tomorrow. So put it in. Put the effort in. >> It's awesome. I mean you you should before you know it you're going to be making a million bucks. This this cat if he's not already he's making a million bucks a year, you know. >> Yeah, I mean this is your sorry, you know, that's just our leads been but we have luckily you know, we have avenues of business elsewhere as well, which is really cool, but the leads is just an awesome bonus on top is what I usually say and also just another avenue to get into it. And honestly just to give one more benefit to the lead there's a lead I got 2 years ago from you guys that reached out and he's like well I got 1.2 million that I really want to do a Roth conversion on and I wanted to reach back out to you cuz I got one of your emails and I was like beautiful. So here we go, you know. >> So that's what's really cool keep working them. >> [clears throat] >> Hey man, dude I appreciate you. Thank you for Thank you for being a part of Kaboom Advisers and working our leads and thank you for coming on today and sharing your story. >> Yeah, absolutely. I appreciate you you for having me Cody and getting some more annuity leads from you here soon. >> Let's go. Okay, thanks huge thanks to Dylan also thank you guys for hanging with us and watching appreciate you watching the channel. Go check out our annuity leads. Click link below go to kaboomadvisers.com and talk to one of our team members about how we can help you be the next Dylan freaking Taylor. >> See you soon.