$75M in AUM in 12 Months
$200k of Annual Revenue
22-32+ Qualified Appts /Month
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$500k in Commissions with HNW Medical Professionals in 6 Months
Estate Planning, Life Insurance, Wealth Management
32+ Appointments / Month
$2.5M AUM / $45K in Commissions in 4 Months
20+ Appointments / Month
401k/Pension Plan Leads
$55k in Commissions in 5 Months (ARR)
$500K Commercial P&C Premiums
20+ Appointments / Month
$173k in Commissions in 8 Months
$171k Annual Life Insurance Premiums Closed
20-30 Qualified Appts /Month
With SEC, FINRA, FFIEC, FTC, IIROC, MFDA coverage, apply concepts with confidence and your organization’s approval.