How Charlotte Rolled Over $8 Million Using This Annuity Lead System

If you're an annuity advisor and you are looking to increase annuity sales, then keep watching this video. Also, if you hope that I don't get bit by a snake while I am doing this out in Big Sky, Montana. As an annuity advisor, there's three specific things that you should be looking at, okay? Um I'm going to give you those. Also, this is coming off of working with thousands of annuity advisors over the last decade with their marketing and lead generation to feed them the right prospects. Okay, we've worked with uh a bunch of amazing individuals, whether it be uh Chad Owen and his team. Uh love working with them on the marketing system that we work we work with together on, right? They they do a He does 30 40 million dollars on his own pen every year. Also, uh another individual uh from GFI, her name is uh Charlotte. Um she just rolled over between um annuities and AUM, she just rolled over over 8 million dollars of client money literally in the last couple weeks and she made over 300,000 dollars in commissions. Um or uh Andrew Goldberg, Cassie. I could give you so many names and examples and majority of advisors who come on our platform, um almost all of them that have experience with annuities, they know the market and they can speak the language and they're good at fact-finding, following up and fact-finding. Um they will they are expecting to see on average about a five to I would say on average about a five to 30 x return on their investment. So, every dollar they give us, they get five dollars back, 10 dollars back, 20 dollars back. Uh Charlotte got over 60 dollars back. So, she gave one dollar She gave five grand. Uh she got over 300,000 dollars back and there's three specific reasons why our annuity lead system is working for advisors, uh whether you're working in a state and you're driving but majority are doing it virtually, over the phone, and through Zoom and they're helping roll over millions of dollars of annuity uh of of senior prospect retirement money every single month. And there's three specific things. The first one, the very the first one that is very very very important uh because and the first one is so important because an advisor's time is most valuable asset that you have. Okay? You cannot get more time back. It's most valuable It's way more way more important than money if you're an advisor. You hate wasting time with unqualified individuals. So, the first piece is asset qualified. Okay? We we qualify assets in a couple ways before we even send you the prospect. Number one, uh the first part of how we help with asset is we not only target individuals um with a certain amount of money uh and don't target uh people that have less money. Okay? The second part of this that is also really cool, not only with the targeting and the retargeting and all the stuff we do that I that I won't get super advanced or nerdy or scientific on you with all the advertising side. However, a very important side is when we take them through a multi-step landing page funnel, we have a very long survey 15 different steps. Uh one of the steps is "Do you have Mr. or Mrs. Prospect, do you have at least $100,000 of investable assets uh not excluding your home? Do you have a minimum of at least $100,000 in investable assets excluding your home?" If they mark no to that, they are kicked out of the funnel and they are not allowed to continue. And I can tell you this, more people are kicked out a lot more people are kicked out uh that are actually let through. And and that's The cool thing about that is most marketing companies and lead companies are not weeding these individuals out. They're letting anyone respond to a retirement or an annuity or return or a tax savings, etc. type of conversation. Uh and and and an annual rate of return conversation versus um weeding them out and making sure they actually have the assets. And so, if they do have the assets and they can prove it, not counting their home and it's investable assets, then we allow them to continue. First, asset qualified, very important. Second, uh as important if not more important, maybe, is phone verified. Uh we connect AI to our funnels and we are we we actually text the client a six-digit verification code. They have to put their cell phone number in. We let them know we're going to text them. We're going to we're going to need a code from them and all these things. It's a part of the process. Um and then we have them um say, "Okay, I am ready to receive my code. Verify phone activate phone verification." When they activate phone verification, we text them a six-digit code straight to their cell phone. They take that six-digit code, 1 2 3 4 5 6 or 9 8 7 6 5 4, and they put that code into the funnel to verify that it is their real, accurate cell phone number. Okay? So, that you don't get cuz again, time of advisors. You guys are making 300,000, 700,000, 1.5, 3 million dollars a year. Or heck, if you're Charlotte and she just does this once a month for the year, she's going to make 4 million bucks, right? So, so you you make a lot of money. I know I know we know advisors work with that make, you know, 11, 12 million dollars a year in income, right? Our company does is on pace to about 14, 15 million in revenue and and we help advisors all over the world. So, we do, okay? And and and we wouldn't have this as a company if we didn't do what we were doing. So, obviously, it works. Um but the cool thing about phone phone verified is so many marketing companies and lead vendors are sending you dead people. They're sending you people that are dis- they're disconnected numbers. They they they're sending you wrong numbers. I didn't do do this. Like, none none none of that applies. Like, they're awaiting for your call and it's the absolute accurate, right cell phone number, which is huge. So, the second one is phone verified and it is so valuable, so important. Uh it's not rocket science, but most companies are not able to figure out how to do this, and we have figured this out. Phone verification. Number three, um is advisor introduced. So, instead of calling them, we have a few other things that we do that actually we have seen have worked better because what we've noticed, like one of the advisors just came to us recently that was like, "Bro, I love your annuity leads so much." Um he and he's already he's already written um office well, from his life leads and annuity, but he wrote he he's writing for every 10 annuity leads he buys, he's writing an annuity, right? So, he's spending about 2,750 bucks every every 2,750 bucks he's writing an annuity, and he's making on average just $300,000 3 to 400,000 3 to 400,000 dollars in investable assets. He's making about 21 to 28 grand for every 2,700 bucks he gives us, okay? That's pretty cool. Now, he said that he was paying someone to book him appointments via Zoom, and that the no-show wait rate was freaking terrible, and he was averaging $1,800 when he got someone to show up to an appointment. Just to show up. They don't even know if they're qualified barely. Like the eight two grand just to talk to somebody. I'm like, "Wow, they better be they better have seven figures of investable assets, right?" So, he hit loves working with us now. But a couple things we do with advisor introduced is we not only on a final confirmation page let them know what the next steps are, we show them a picture of you, with your permission obviously, picture of you, your full name, your national producer number, uh and your booking link, uh even your phone number if you want. So, so that and you get to choose what you share and don't share, and we build that out custom for every single advisor as a confirmation. Also, on top of the page and building that out, we also text and email the prospect to let them know, "Hey, this advisor is going to be reaching out to you. Only work with this advisor. They are here to help you and answer your questions, right? And they are help here to help you in this example. So so what's cool about that is not only are we using the page, but we're also texting and emailing ahead of time so that when you call, they know who you are, they're expecting your call, they have the right assets, and you have the right phone number, right? It is the perfect combination. We call it the ignition triangle because our leads are the Kaboom leads with a C, caboomleads.com. Ignition goes with boom, right? So that's our triangle of like when we get these three things in line, it always works. I'll put the link below to our site where you can go where you can go to kaboomadvisors.com where you can learn more about our leads, our marketing, our system, and how we can help you write tens of millions of dollars a year worth of annuity premium. Thanks for watching. See you on the next video. See you. Kaboom, caboomadvisors.com. >> [music]