Free resources for serious annuity agents.
These are the same scripts, frameworks, and fact-finders our top producers use in the field, drawn from nearly half a billion in personal annuity production. Take what's useful for your business and leave the rest.
The Lead Generation Masterclass
The lead-generation system Jesse Black runs to produce over $30M a year in virtual annuity sales, installed step by step so you can turn it on this week. Watch free, no email hoops, no upsell.
Watch the masterclass free →
The Virtual Sales Masterclass
Jesse Black's virtual selling system. The same process he uses to write $30M+ in annual annuity production, 100% virtually, with lead costs under $10 each. Credibility online, virtual servicing, and automation, walked through end to end.
Watch the masterclass free →- Free PDF
21 Phone Objections
How our top producers handle the most common (and most painful) phone objections. Every response is field-tested and pulled straight from the appointment-setting playbook we run internally.
Download free - Free PDF
Guide To $1,000,000
Five practical, repeatable habits. Useful whether you're chasing your first $1M in premium, $1M per month, or $1M in commissions.
Download free - Free PDF
25 Reasons Why Agents Fail
The 25 most common ways agents torpedo their own business without realizing it. Read it, then make sure you're not doing any of them.
Download free - Free PDF
How To Build A Fact Finder
The one-page fact finder our founder has used across $350M in personal annuity production. Copy it, brand it, and run it in your own appointments.
Download free - Free PDF
How To Build A Phone Script
The phone script behind our internal appointment-setting process, written to book in under 15 minutes without ever sounding like a telemarketer.
Download free - Free PDF
How To Build An Appointment Process That Closes
The full appointment framework. Opener through close. That consistently puts deals on paper in an hour or less.
Download free - Free PDF
Top 5 Reasons To Never Divorce Your IMO
Five things your marketing organization should be doing for you. If they are. Stay. If they aren't. Start looking.
Download free - Free PDF
How To Cross-Sell An Annuity
How to open the annuity conversation with the Life, Medicare, and Final Expense clients you already have on the books.
Download free - Free PDF
How To Find Good Lead Sources
What to look for when you're buying annuity leads. And how to spot the warning signs that you're about to waste a marketing budget.
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Free Business Strategy Session
A focused 30-minute call. We'll look at where you are, what's getting in the way, and what to work on first. No pitch. Just a real read on your business.
Ready to build something bigger?
Book a thirty-minute call with our team. We will look honestly at where your business is today, where it can realistically go from here, and whether a partnership is the right fit for both of us.
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