For Financial & Insurance Advisors:
How To Stop Burning Money On BS Marketing Solutions & Add 11-22 IDEAL Client Appointments Per Month Using Our SLS Framework

Without Paying For Leads or Appointments, Having Recurring Expenses, Begging for Referrals, Knocking On Doors, Doing Seminars or Webinars, Paid Ads, Mailers or Networking!

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Our Clients

Our customers are part of these leading organizations

Case Studies

Client Success Stories

Explore our case studies and find out how our clients are consistently generating virtual meetings with our SLS Framework.

Elliot

Life Insurance / Investment Advisor

$173k in Commissions in 8 Months

$171k Annual Life Insurance Premiums Closed

30+ Appointments / Month

"I Wake Up and Have Prospects Waiting And Appointments Booked On My calendar."

Joe

Financial Planner

$3M in AUM ($15k ARR) / $40k in Commissions from IULs In 2 Months
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20+Appointments/Month

"Before using the SLS Framework I wasted a lot of money in other marketing companies."

Rick

Commercial Insurance Advisor

$55k in Annual Commissions in 5 Months (ARR)

$500K Commercial P&C Premiums

20+ Appointments / Month

"I Have Been In The Business For 35 Years And This Is The Best Way I Have Ever Seen Lead Generation Done"

Alan (Farmers Insurance)

Insurance Agent

$20k of Insurance Commissions Added in first 30 Days of Launch

25 Appts Per Month W/ Restaurant Owners

"I am getting referral like leads and I finally have way to predictably get ideal client appointments."

Casey

Financial Planner

$36k in Commissions / 2MIL+AUM in 6 Weeks
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25+ Ideal Client Appointments / Month

"I'm finally working with ideal clients, virtually and have a great time working on my business rather than in my business."

Tea

Financial & Insurance Advisor

$55k in Commissions in 45 Days
‍
15+ Appointments / Week

4 Deals Closed

"This Has Been A Dream Of Mine For So Long, To Come Back From Vacation With A Calendar Full Of Appointments!"

Client Love

What Our Clients Say

Real messages from our clients

Compliance

Compliance Friendly For Direct Results

With SEC, FINRA, FFIEC, FTC, IIROC, MFDA coverage, apply concepts with confidence and your organization’s approval.

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For Financial & Insurance Advisors: How To Stop Burning Money On BS Marketing Solutions & Add 11-22 IDEAL Client Appointments Per Month Using Our SLS Framework