Buying leads that don't stick. Living off final expense churn. Random referrals and inconsistent income.
The Solution
Install infrastructure: owned organic Facebook lead engine, messaging system, ACE sales process, 3-policy Shield close, and optional paid traffic layer. This is implementation, not theory.
Who This Is For
Ready to Scale
Transition from small-ticket volume to $16K+ structured cases with fewer chargebacks and stable revenue.
Strategic Mindset
Stop being a product rep. Become a strategic advisor willing to install systems, not chase hacks.
Execution Focused
Will post content, improve sales skills, and take ownership. Not looking for magic scripts or blaming external factors.
The Core Problem
Most agents buy leads and hope, post randomly and pray, or close whatever premium shows up. None create scale.
Positioning Problem
Unclear market identity
Sales Structure Problem
No repeatable framework
Deal Architecture Problem
Single-policy thinking
System Ownership Problem
Dependent on external sources
If you don't own the lead source, the sales process, and the deal structure—you don't own your income.
Phase 1: Social Media Sales System Install
Build your owned audience engine with complete infrastructure:
Profile Positioning Overhaul
Messaging and identity refinement for authority presence
Content Strategy
Built around buyer awareness with automated list building framework
DM Intent Engine
Contact Outreach Initiation + Follow-up structure with VA-ready scripting and workflows
You will not be "trying social media." You will be operating it.
Phase 2: ACE Sales Training
Your Closing Infrastructure
01
Qualification Framework
Call structure and emotional control
02
Objection Dismantling
Premium expansion positioning
03
Financial Gap Diagnosis
Decision control and authority
This is not hype closing. It is structured authority.
Phase 3: The Shield Deal Model
Most agents sell one policy. You will learn to structure three. Every prospect becomes a comprehensive planning case.
Banking IUL
Cash value accumulation and liquidity strategy - clients profit from biz and personal expenses
Retirement IUL
Long-term wealth building and income planning
Term Protection
Safeguarding both IUL strategies with the most coverage for the best cost
$16K+
Average Target Premium
3x-7x increase in case value with higher persistency and reduced refunds ( avg persistency 97-87% - over 750 clients)
Phase 4: Optional Paid Traffic Layer
For qualified agents ready to amplify: organic first, paid layered second. Infrastructure before acceleration. [ avg $10 per ad and we test 750 angles in under 7 weeks to hone your signal for best quality and lead cost below $10 ]
1
Media Buyer Integration
Professional ad management setup
2
Paid Ads Amplification
Retargeting and funnel structuring
3
Cost Optimization
Cost-per-acquisition refinement
What This Really Builds
Owned Audience
Scalable lead engine with repeatable DM and form qualifications
Structured Sales Method
High-ticket deal framework with fulfillment clarity and yearly recurring income
Recruiting Leverage
Complete infrastructure for sustainable growth [ our client shave seen 30-100+ new agents per month]
You are not buying information. You are installing infrastructure. This integrates positioning, messaging, content, intent capture, DM process, call structure, deal architecture, and fulfillment—with the psychology that holds it together.
Investment: $3,000
Full Installation Package
Direct 1-1 daily coaching and framework installs
Scripts, workflows, and Shield model training
Content guidance and call reviews
Optional paid ads and setters path
Designed to help agents move toward $20K-$30K+ profit months with $16K+ average target premium cases, reduced chargebacks, and owned lead flow. Limited client capacity. Application required.
This Should Be An Easy Decision
If you want more leads, buy leads. If you want control, install infrastructure. If you want to stop resetting every month—apply below.