Get in front of 40 solid pre-booked retirement planning zoom calls per month with teachers needing retirement advice.

How The Program Works

If you are sick and tired of dialing leads, and doing small little premium policies, and grinding with no time with your family, then this is the perfect program for you. We set you up with preset appointments on your calendar to do retirement reviews with schoolteachers. We teach you how to run the 2-step appointment process and how to find the IUL and Annuity opportunities. You will write much larger premiums with policies that will stay on the books! Watch this short video overview of the system.

403B Roll Over Zoom Appointment System

New 403(b) Roll Over Zoom Appointment System for Teachers. 40 Pre-booked appointments a month with school districts that we are approved in to roll over their 403(b) money into one of our annuity programs (even before age 59 1/2).

  • A total turn-key system on how to do everything.

  • Guaranteed appointments - all no-shows are rebooked or replaced.

  • You should close 20% - 30% of your appointments.

  • Average IUL sale is running $250/Mo.

  • You should find at least one or more annuities per month.

  • You will write business on the non-teacher spouse as well, both annuities and IUL's.

  • Limited slots per state. We are in 11 states right now.

Success Stories

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