$75M in AUM in 12 Months
$200k of Annual Revenue
22-32+ Qualified Appts /Month
Hear what some of our clients have to say in a single video!
$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
$85k in Commissions (ARR) in 6 Months
$358k Group Health Insurance Premiums
31+ Appointments / Month
$2.5M AUM / $45K in Commissions in 4 Months
20+ Appointments / Month
401k/Pension Plan Leads
14+ Appointments / Month
$3M AUM Inbound Appointment
10+ Appointments Per Month
$750k AUM Within 2 Months Of Launch
$500k in Commissions with HNW Medical Professionals in 6 Months
Estate Planning, Life Insurance, Wealth Management
32+ Appointments / Month
$50k+ In New Revenue Generated
$3M in AUM Added & $100k Life Insurance Policy Closed
5+ Appointments in 9 Days With Ultra High Net Worth Estate Planning Leads
$36k in Commissions Closed in 20 Days from Joining
30+ Ideal Client Appointments Generated
$2M in AUM and $40k in Revenue in 2 Months
90+ Ideal Client Appointments
$3M in AUM / $40k in Commissions & $15k ARR In 2 Months
20+Appointments/Month
$55k in Commissions in 45 Days
15+ Appointments / Week
4 Deals Closed
2x $1M Policies
UHNWI Leads Generated
In 4 Weeks
4 Insurance Advisors Recruited
15+ Meetings / Month
$36k of Revenue
30 Ideal Client Appointments in 6 Weeks
$5k of Annual Revenue Lead
10 Ideal Client Appointments Booked in 1 Month
$6k Life Insurance Commissions and Booked 30 Ideal Client Appointments with Construction Business Owners
$10k Yearly Revenue Lead and Ideal Client Appointments With BioTech Execs
50+ Appointments / Month
$25k of New Annual Recurring Revenue
$10k in Commissions and 12 Ideal Client Appointments Per Month
$7.5k in IUL commissions in 2 months.12-16 ideal client appointments per month.
$20k in Commissions via Management Money and Insurance Deals in 2 Months
10+ Appointments / Week
5 Deals Closed
$250k AUM Client and 15+ Ideal Client Appointments in 1 Month
7 Virtual Appointments With Ideal Clients in 1 Month
14 Ideal Client Appointments (HNW Incorporated Medical Professionals)
11-22 Ideal Client Appointments Per Month
10 - 20+ Appointments / Month
$200k In AUM as a Junior
30+ Appointments/Month
20+ Appointments / Month
11+ Appointments / Month
15+ Appointments / Month
25+ Appointments / Month
14+ Appointments / Month
14+ Appointments / Month
We'll teach you how to grow and scale your business with predictability.