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“It took us a year, but we have generated $23,000,000 in life insurance, with commissions well over $300,000. What your system does for us is crack open areas we wouldn’t ordinarily get to.” Richard Tanner, Ownership Advisors (M Financial Group)
“… an average of 1.3 appointments per week, which brought in several new clients. One case generated $300,000 in revenue and $40,000 per year of recurring revenue. A second client generated $150,000 in revenue plus an additional $100,000 per year of recurring revenue.” Carlos H. Lowenberg, Lowenberg Wealth Management Group
“We have been at it three months and at this point in time we have 35 appointments, over $21,000 in submitted premiums and a lot of other items in the mill, such as 401k plans and various items.” Wendall R. Smith, Financial Planning Concepts, Inc.
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