JIREXUS — Advisor Success Stories

Real Advisors. Real Results.

See how retirement and annuity advisors are building million-dollar pipelines, closing high-asset cases, and transforming their practices with the JIREXUS system.

$50M+

Total Pipeline Generated

$684K

Avg. Assets Per Prospect

$1.4M

Largest First Case Closed

$1M Closed in 30 Days

Jack M.

Closed $500K–$1M in annuity business within 30 days. Built a $12M pipeline heading into month two.

Annuity & Retirement Planning

Before

Worked with other lead companies that lacked quality. Needed a system to support $4–$6M per quarter goals.

After

$500K–$1M closed in 30 days. $12M pipeline. $2M prospect. $50K+ first month commissions.

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$1.4M First Case

Andrew B.

First case was a $1.4M legacy rollover. 6 active cases at $500–$750K each. $80K+ commission on one case.

Annuity & Retirement Planning

Before

Semi-retired. Previous lead sources delivered 60 leads but nobody answered the phone.

After

$1.4M first case. 6 cases at $500–$750K. $2.4M prospect. Calls it the best business move ever.

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$10M Pipeline

Ted M.

Built a $10M pipeline. $2M Roth conversion case. 70% of prospects proactively call to reschedule.

Roth Conversions & Retirement

Before

Decades of experience with prospects who ghosted and no-showed. Never had proactive rescheduling.

After

$10M pipeline. $2M Roth case. 70% proactive reschedule rate. Describes it as ready to be a "gusher."

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10x Lead Quality

David M.

$684K avg assets per lead vs $74K from competitors. $6M+ in conversations in week one.

20-Year Industry Veteran

Before

20 years coaching top producers. Bought 10 leads for $3,500 — average assets only $74K.

After

Same 10 leads averaged $684K. $6M+ in conversations week one. Says nothing compares in 20 years.

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$2M+ Avg Prospect

Bobby E.

Prospects averaging $2M+ in assets. 3–5 virtual appointments daily. Targeting million-dollar months.

North Dallas, TX — Managing Partner

Before

Buying $350/lead annuity leads. Prospects had only $100–$125K and didn't remember signing up.

After

Prospects averaging $2M+. 3–5 appointments daily. Joint work with advisors. Targeting $1M months.

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$900K+ Pipeline

Troy Daniels

$280K rollover closed, $400K next day, two $900K cases in pipeline. Only 2 "no's" total.

Insurance & Retirement Planning

Before

Frustrated with cheap $1–$100 leads that all produced the same low-quality results.

After

$280K closed, $400K next day, two $900K cases. Only 2 no's. $50K+/month "ridiculously doable."

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5–10x More Prospects

Daniel G.

5–10x more prospects than ever. $600K case with $40K+ commission. $1.2M prospect in pipeline.

Annuity & Retirement Planning

Before

Limited appointments from other sources. Case sizes inconsistent, volume was never there.

After

5–10x volume. $600K case ($40K+ commission), $1.2M prospect. Expects to need staff to keep up.

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$3M+ in 30 Days

Jay B.

$3M+ pipeline in 30 days. 75+ leads. $1.065M case expected to close imminently.

Roth Conversions & Retirement

Before

Working with another marketing group for 2+ years. Lower quality, smaller case sizes.

After

75+ leads, 12+ quality conversations, $3M+ pipeline. $1.065M case expected to close.

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$200K Commission

Brandon L.

$200K commission from one client. Closing 2–4+ IUL and annuity cases per month for over a year.

IULs & Annuities

Before

Direct mail background. Online leads never worked. Previous vendors impersonal — just a number.

After

Over a year in. 2–4+ cases monthly. $200K commission from one client. True marketing partnership.

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Replacing Dinner Seminars

James H.

$300K+ case closing. $1M+ pipeline in 30 days. Eliminating dinner seminars within 90 days.

Annuities, IULs & AUM

Before

15 years grinding dinner seminars. Social media companies produced nothing.

After

$300K+ case closing. $1M+ pipeline. Multiple $5M+ prospects. Eliminating seminars in 90 days.

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$1.5M Case in 6 Weeks

Tim T.

$1.5M rollover heading to close in 6 weeks. Fastest ROI from any lead service he's ever used.

Annuity & Retirement Planning

Before

Deeply cynical. Last service: 14 "appointments," one answered, totally unqualified.

After

First case closed. $1.5M rollover closing. $1M prospect in pipeline. Fastest ROI ever.

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90% Close Rate

Gracie M.

7–10 solid appointments weekly. 90% closing ratio. Balanced calendar with work-life balance.

Tax-Free Retirement & Annuities

Before

Scattered mix of direct mail, telemarketing, overseas call center. Grind was high, results low.

After

7–10 appointments weekly. 90% close rate. Work-life balance restored. Best marketer she's used.

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$5M+ Pipeline

Steve H.

$5M+ pipeline in first month. Near-perfect show-up rate. $500K–$700K+ prospects.

Independent Advisor

Before

60-hour weeks chasing leads. 40+ minute drives per meeting. Not enough quality at-bats.

After

$5M+ pipeline month one. Near-perfect show rate. Freed up time for other business areas.

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5X ROI · 6+ Months

Billy M.

5X ROI consistently over 6+ months. $900K largest case. $500–$600K average prospect assets.

Fixed Annuities — Safe Wealth Advisers

Before

$8–$10K/month across TV, radio, seminars, online leads. Spotty results, high costs.

After

5X ROI for 6+ months. $900K largest case. $500–$600K average prospect assets.

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$3–4M Pipeline

Deanna K.

$3–4M pipeline. $500K–$1.5M expected to close. Lead quality concerns completely gone.

Annuity & Retirement Planning

Before

Strong closer but worried about lead quality. Skeptical the system would deliver real assets.

After

$3–4M pipeline. $500K–$1.5M closing soon. Says simply: "This is a good deal."

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$3.5M Prospect

Kent P.

$3.5M multi-account prospect. $850K appointment. Majority seven-figure prospects.

Roth Conversions & Retirement

Before

JD Melberg and Power of Zero — good concepts but inch-thick presentations. "High-tech redneck."

After

$3.5M prospect. $850K appointment. Majority seven-figure prospects. Loves the simplicity.

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Doubling AUM

Greg L.

Expects to double case size and AUM. Prospects immediately elevate him over current advisors.

Orlando, FL — Decades of Experience

Before

Decades in federal employee market. Results came in chunks — never a consistent breakthrough.

After

Every appointment has significant assets. Prospects move him above their current advisor. Doubling AUM.

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Real Advisors. Real Results.

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