Choose Your Plan Below
Launch proven annuity webinars, automate your follow-ups, and book high-value appointments, and more!
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Frequently Asked Questions
What are the other associated costs?
$497/month + Ad Spend + SMS Bill (.001 a text) You’ll need a minimum ad spend of $500 –$1,500/month to generate traffic for your webinars. Our team helps you budget and optimize your ad campaigns, through daily coaching calls & video training.
Is there a free trial?
Yes! The Essential Plan includes a 7-day free trial to explore your CRM, webinar funnel, and support tools.
Can I use this for my team?
Absolutely! The Essential Plan includes 2 users, and the Accelerator Plan includes up 2 Users + $50 Per Additional User. You can easily manage all advisors from one system.
How fast can I launch my first webinar?
Most advisors go live within 7–10 days after onboarding.
Do you offer coaching or training?
Yes! all plans include weekly live training, marketing strategy calls, and free group onboarding support.
What if I’m not tech-savvy?
No problem! Our team sets up your automations, integrates your CRM, and walks you through everything step-by-step.
What kind of results have others seen?
Ad Spend Example: $1,500 CPL /Registers: $15–$25 Show Rate: 25% - 30% Booked call: ~$350
Goal is a 20% booking rate. Most people show up for their first appointment. We can't promise 100% life happens — but selling the appointment on the webinar and nurturing leads gives you a very high show rate.
5–10+ qualified appointments/month is common
$2M–$10M+ in premium potential based on case studies
Multiple advisors have produced over $8M in annuity premium pipeline in their first 60 days combined, you can see our testimonial wall here
