For Annuity & Retirement Advisors
Stop Chasing Leads.
Start Attracting Retirees.
The Advisor Webinar Accelerator — a done-with-you system that fills your calendar with qualified, high-net-worth retirees — without cold calls, bought leads, or expensive dinner seminars.
The Reality
The Old Way Is Broken
Cold Calling
100 dials. 2 conversations. Zero appointments. And a little piece of your dignity dies every time.
Bought Leads
$400 per lead — sold to 4 other advisors. By the time you call, they don't remember filling out the form.
Dinner Seminars
$5,000 for a steakhouse. Half the room is there for free filet. Maybe 1 books. You close zero.
You don't have a lead problem. You have a control problem.
You're renting your marketing from lead vendors, algorithms, and luck.
The Better Way
There's a Better Way
One webinar a month. 50+ qualified retirees in the room. 10+ book appointments. You close $300K–$1M+ in new business.
Instead of chasing cold leads, you become the trusted expert. Retirees watch you teach for an hour — and by the time they book, they already trust you.
That's the difference between a 20% close rate and a 40% close rate.
40%
Webinar Appointment Close Rate
VS
20%
Cold Lead Close Rate
The System
The Advisor Webinar Accelerator
A 3-part system: Educate, Automate, Compound.
Educate
Run one webinar a month. We give you the slides, script, and talking points. You show up and teach.
Automate
Our AI follow-up handles the 7-12 touchpoints needed before a retiree books. Nothing falls through the cracks.
Compound
Your list grows every month. By month 12, you have 600+ retirees who know and trust you.
This isn't a course. This isn't an agency. It's a done-with-you system — we build it, we train you, you run it, you own it.
Real Results
What Advisors Are Saying
"I closed a case that's going to pay me about $200,000 in commission... back when I first started, that was my entire year."
— Annuity Advisor
"About 70% of the time, if people can't make a meeting, they call ME to reschedule. I have never in my career had that. Never."
— Retirement Advisor
"I've got business that closed within the first 30 days and about 12 million in the pipeline for next month."
— Financial Advisor
What's Included
Everything You Need to Run the System
The Content
12 Monthly Webinar Kits
Slides, scripts, workbooks, follow-up sequences. Roth conversions, Social Security, tax sunset, and more. A new topic every month.
The Tech
Done-For-You Funnels + AI
Registration pages, reminder emails, booking pages. Plus the AI follow-up system that nurtures everyone who doesn't book. CRM included.
The Support
Weekly Calls + Onboarding
Weekly Closer's Circle calls with top producers. Personal onboarding — we set everything up with you. Video ads training included.
Flexible
Monthly
$749
/month
Cancel anytime
Best Value
Annual
$5,999
/year
Pay for 8 months, get 12
Ready?
Ready to Stop Chasing?
One webinar a month. One hour of your time. A pipeline that compounds instead of resetting to
zero.
One closed case pays for the entire year. Most advisors see ROI within 60 days.
FAQ
Questions?
What if I've tried webinars before and they didn't work?
Usually one of two things happened: it was a sales pitch disguised as education, or there was no follow-up system. This fixes both — real education, plus AI that follows up for weeks and months.
I'm not good on camera. Can I still do this?
You don't need to be a TV personality. If you can explain retirement concepts in an appointment, you can do this. We give you the script word for word.
How much should I budget for ads?
We recommend $3,000/month for Facebook ads. That goes directly to Facebook, not to us.
What if it doesn't work in my market?
We target retirees with $500K+ in investable assets. That demographic exists everywhere — big metros and small towns.
How long before I see results?
Most advisors run their first webinar within 2-3 weeks. You can have appointments on your calendar within 30 days.
Is this a course or done-for-you?
Neither. It's done-with-you. We build the system, we train you, you run it, you own it. You're not figuring it out alone, but you're also not dependent on us forever.
Your competitors are building their pipeline right now.
Every month you wait is a month you fall behind.