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How It Works

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Meet With Our Team

Meet With Our Team

We understand your goals and will strategize with you to ensure we can guarantee your results, focusing on what truly matters—ROI, not just leads or appointments. If we come to an agreement, you’ll be directed to the program that will benefit you the most, tailored to your experience and what you aim to achieve.


Through our experience, we’ve discovered 3 paths:

The 3 Buckets

0-100k per year Selling IUL and Annuity

Agent Shift™

Stop spending money on expensive advertising and use the Practice To Profit model to close your first (or next) 24k in IUL or annuity commissions

100K+ per year Selling IUL and Annuity

Agent Shift +™

Start bringing in 25-50 qualified and educated prospects every single month so you can use the proven Retirement Income Sales System to close 5 more IUL and annuity deals a month

$1M+ per year Annuity Production

Annuity Attraction Brands™

For agents that want to be top 1% producers, you need a system that allows you to sell virtually and license a proven brand that attracts annuity clients that say, “I want that,” “I need that,” “I can’t live without that.”

Agent Shift™ 

Agent Shift™ 

Understanding Your Offer Shift

Shift from Selling Insurance → Selling Retirement Income

  • Meet with your Success Coach to get access to the training, community, and get direction on where to start and how to achieve your goal as quickly as possible (money loves speed)!
  • Your first week will go deep into understanding your Offer Shift.
  • You’ll stop hearing, “I need to think about it.”
    And you’ll start hearing “Can you do an application for me?”
  • The goal is to double your initial investment as quickly as possible (and we’ll hold you accountable to that too)

Creating Your Own Demand

  • When agents and advisors understand that they’re no longer selling insurance but rather selling income, they’re able to make a totally different offer to warm market, cold market, and hot market leads
  • When agents understand this offer shift and they follow our Practice To Profit model, they’ll find IUL and annuity deals land in their laps
  • We show you exactly where to find your next 3 clients

Now you’re ready for scale

  • Now that you’ve doubled your investment and you understand your Offer Shift and you’ve profited, you’re ready for scaling up and becoming a top 10% producer
  • Now that you’ve proven your ability and you’ve got the investment to back it up, get ready for Agent Shift+™ or Annuity Attraction Brands™ to start seeing 25-50 qualified and educated prospects a month and start earning like a doctor in a fraction of the time.

Accountability, Coaching, and Case Design

  • Six live weekly coaching calls every week to keep you on track
  • Reviews of your key metrics to ensure you’re following the key Success Path steps to ensure you succeed
  • Sales coaching from a $700 million career annuity producer
  • Case design support from Jim Fisher himself (a multi-million dollar producer) to ensure you’re closing more business and driving your profitability

Profit

  • Earn your first (or next) $24k selling IUL or annuity and get prepared to scale into the top 10% of producers

Agent Shift+™ 

Agent Shift+™ ​

  • Meet with your Success Coach to get access to your Success Path, community, and get direction on where to start and how to achieve your goal as quickly as possible (money loves speed)!
  • Your first week will encompass learning our Agent Shift™ Success Path Practice To Profit model so that you start hearing, “Can you do an application for me?” instead of, “Can you send me all those illustrations and I’ll think about it?”
  • The goal (and many of our clients do this) is to double your annual investment in Agent Shift+ before your marketing even starts

We Build Your Funnel

  • Using cutting-edge AI and a proven process for generating exclusive, ready-to-buy prospects we set up your unique and exclusive prospecting system that brings you in prospects already aware of their retirement problems, that are asking for your help in solving them.
  •  You don’t touch the marketing at all

You Connect With Qualified IUL & Annuity Prospects Daily

  • Sit back and get exclusive and qualified prospects coming to you every day to ask for your help setting up a Tax Free Retirement Account (TFRA).
  •  We set up a marketing campaign just for you so your prospects aren’t getting called by 10 different agents/advisors and ghosting you

 Accountability, Coaching, & Case Design

  • Six live weekly coaching calls every week to keep you on track
  • Reviews of your key metrics to ensure you’re following the key Success Path steps to ensure you succeed
  • Sales coaching from a $700 million career annuity producer
  • Case design support from Jim Fisher himself (a multi-million dollar producer) to ensure you’re closing more business and driving your profitability

Profit

  • Catapult yourself into the top 10% of producers and earn like a doctor

Annuity Attraction Brands™ 

Annuity Attraction Brands™ ​

  • Meet with your Success Coach to get access to the Success Path, community, and get direction on where to start and how to achieve your goal as quickly as possible (money loves speed)!
  • Your first week will encompass learning our Agent Shift™ Success Path Practice To Profit model so that you start hearing, “Can you do an application for me?” instead of, “Can you send me all those illustrations and I’ll think about it?” 
  • The goal (and many of our clients do this) is to double your annual investment in the Annuity Attraction Brands™  before your marketing even starts
  •  We’ll dive deep into product-specific training to ensure you’re fully equipped to put your Annuity Attraction Brands™ prospects into the best product

We Build Your Funnel

  • Part of the challenge of selling annuities exclusively virtually for agents includes:
    • Not having an online presence
    • No website
    • No professional and proven sales process that is repeatable
    • No professional branding
    • Lacking credibility in the prospect’s eyes

 

  • Our team solves that for you
    • You’re included on the Annuity Attraction Brands website
    • Our IMO website
    • You’re given professional branding
    • And a proven and repeatable sales process that makes your expertise undeniable

You Connect With Qualified Annuity Prospects Daily

  • What’s harder than finding a steady stream of annuity prospects asking for your help solving their most important retirement problems? Not much…
  • If you want to get in front of a qualified and educated prospect requesting your help to fix their legacy, income in retirement, portfolio risk, or LTC issues, then you’re in luck.

Accountability, Coaching, & Case Design (all the way down to the specific product and co-selling support from a $700 million annuity producer)

  • For those times where you’re not sure what product to use, or how to illustrate, bring it to our team and we get it done for you.
  • As many as 10 live weekly coaching calls with multi-million dollar producers, including a $700 million career annuity producer
  • Reviews of your key metrics to ensure you’re following the key Success Path steps to ensure you succeed
  • Sales coaching from a $700 million career annuity producer
  • Co-selling support – imagine if you had a case on the goal line and it was your largest annuity ever…do you think it would be helpful to have a $700 million career annuity producer close the deal for you?

Profit

  • Catapult yourself into the top 10% of producers and earn like a doctor