JIREXUS — Advisor Success Stories
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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
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$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.
$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.
$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."
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.
$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.
$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.
$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.
$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.
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.
$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.
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.
$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.
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.
$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."
$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.
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.

Your Pipeline Could Look Like This in 30 Days

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