JIREXUS — How It Works

How JIREXUS Works

A done-with-you webinar marketing system that gives you everything you need to fill your calendar with high-asset retirement prospects — without dinner seminars, cold calling, or buying dead leads.

Your First 14 Days

From Sign-Up to Booked Appointments in 6 Steps

Here's exactly what happens after you join JIREXUS — step by step, with our team supporting you the entire way.

Welcome & Onboarding

30-minute kick-off call with your dedicated success manager. We set up your CRM, branding, calendar, and walk you through the entire system so you know exactly what to expect.

Days 1–3

What Gets Set Up

✓ JIREXUS CRM account
✓ Advisor-branded website
✓ Booking calendar & pipelines
✓ WebinarKit room configured
✓ Email & SMS sender profiles

What You Get

✓ Customized slide deck with your name
✓ Full presenter script & talking points
✓ Coaching call before recording
✓ Professional video editing
✓ Uploaded to automated webinar platform

Record Your Webinar

We deliver your slide deck and script, coach you through a dry run, then record your presentation on Zoom. You present once — we handle the editing, branding, and upload. Your webinar runs 24/7 from there.

Days 4–7

Record Your Video Ads

We guide you through recording 7 short video ads — each one scripted and designed to hook retirement-age prospects on a specific pain point. You record them once on Zoom or your phone, we handle the editing, and you have a full library of proven ad creatives ready to run.

Days 5–7

7 Video Ads Cover

✓ Tax burden & Roth conversion hook
✓ Market volatility & protection hook
✓ Retirement income gap hook
✓ Legacy & estate planning hook
✓ Social Security mistakes hook
✓ RMD reduction hook
✓ General "are you retirement ready" hook

Automations Built For You

✓ Registration landing page
✓ Email & SMS reminder sequences
✓ Post-webinar follow-up (5 touches)
✓ AI follow-up & lead reactivation
✓ Perpetual re-invite workflow

Funnel & Automation Build

We build your complete funnel inside JIREXUS — registration page, confirmation emails, SMS reminders, post-webinar follow-up sequences, and your perpetual re-invite workflow that recycles leads monthly.

Days 7–10

Ad Launch Includes

✓ 7 custom video ads you recorded
✓ Static image ad creatives
✓ Ad copy for each creative
✓ Targeting recommendations
✓ Campaign structure guide
✓ Pixel & tracking setup walkthrough

Launch Your Ads

Using your 7 custom video ads plus our proven static templates — with copy, creative, and targeting all provided — you launch ads to drive registrations to your webinar. We walk you through the setup and help you optimize for the best results in your market.

Days 10–14

Appointments Start Flowing

Prospects register, watch your automated webinar, get nurtured by AI follow-up, and book calls directly on your calendar. You show up to qualified conversations with educated, high-intent prospects ready to discuss Roth conversions, annuities, and retirement income.

Day 14+

What You Can Expect

✓ Qualified, high-intent retirement prospects
✓ 70%+ appointment show rate
✓ Pre-educated prospects from webinar
✓ Leads who don't book get re-nurtured
✓ Pipeline compounds month over month

The Prospect's Path

From Facebook Ad to Your Calendar

Here's exactly how a prospect goes from seeing an ad to sitting on a call with you.

📱

Sees Your Ad

Retirement-age prospect sees your Facebook ad about Roth conversions or that month's topic

📝

Registers

Clicks through to your branded landing page and enters their name, email, and phone

🎬

Watches Webinar

Enters the watch room within minutes. Your pre-recorded presentation plays automatically

🤖

AI Follow-Up

Automated email, SMS, and AI calling sequences nurture the prospect and drive them to book

📅

Books a Call

Prospect clicks the CTA and books directly on your calendar with their details and assets

🤝

You Close

Run your discovery call, present the Roth conversion illustration, and close the case

New Content Every Month

12 Monthly Webinar Kits

Each month you get a fresh webinar on a different retirement topic — slides, script, ad templates, and talking points. Rotate topics to reach different segments of your market.

Month 1

Roth Conversion Strategies

Retirees with $500K+ in IRAs worried about future tax rates

Month 2

The Paycheck Blueprint

Pre-retirees 55–70 wanting guaranteed income

Month 3

RMD Optimization

Retirees 72+ facing large required minimum distributions

Month 4

Social Security Max

Pre-retirees 60–67 deciding when to claim

Month 5

Market Protection

Retirees concerned about volatility & principal loss

Month 6

Tax-Free Income

High-net-worth retirees seeking tax-free strategies

Month 7

Long-Term Care Planning

Retirees 60+ worried about LTC costs

Month 8

Legacy & Estate Planning

Retirees wanting to pass wealth tax-free

Month 9

401K Rollover Strategies

Recent retirees with money at old employers

Month 10

Inflation-Proof Retirement

Retirees worried about rising costs

Month 11

Medicare & Healthcare Costs

Pre-retirees 63–65 approaching enrollment

Month 12

Year-End Tax Sprint

Retirees making moves before Dec 31st

Strategic Targeting

Different Topics Attract Different Prospects

The webinar topic you choose determines the type of prospect who shows up. JIREXUS gives you the ability to target specific segments of the market based on your ideal client — from middle-class retirees worried about running out of money to high-net-worth individuals focused on tax strategy and legacy.

🛡️

Protection-Focused Prospects

Avg. $200K–$500K in Assets

These prospects are driven by fear — fear of market crashes, running out of money, or not having enough income. They're looking for safety, guarantees, and peace of mind. They respond to emotional messaging around protecting what they've saved.

Webinar Topics That Attract Them:

→ The Paycheck Blueprint (Guaranteed Retirement Income)

→ Market Protection & Safe Growth

→ Inflation-Proof Retirement

→ Social Security Maximization

Typical Close:

$150K–$400K annuity case. Higher volume of prospects, more appointments needed per close, but consistent flow of cases that add up fast.

👑

High-Net-Worth Prospects

Avg. $500K–$2M+ in Assets

These prospects aren't worried about running out of money — they're worried about losing it to taxes or not passing it efficiently to their heirs. They respond to strategic, sophisticated messaging around tax optimization and wealth transfer.

Webinar Topics That Attract Them:

→ Roth Conversion Strategies

→ Legacy & Estate Planning

→ Tax-Free Retirement Income

→ RMD Optimization & Tax Reduction

Typical Close:

$500K–$1.5M+ annuity or Roth conversion case. Fewer prospects needed, larger case sizes, and higher commissions per close. One case can pay for the entire year.

Ready-Made Presentations for Every Angle

Every webinar topic comes with a complete presentation — slides, script, talking points, and ad templates — ready to go. Want to focus on high-net-worth Roth conversions? That presentation is built. Want high-volume income protection? Built. Want to run both simultaneously and build two pipelines at once? You can do that too. You pick the market, we give you the presentation and the system to fill your calendar with those exact prospects.

By The Numbers

What Our Advisors Are Seeing

Real benchmarks from real advisors using the JIREXUS system.

$684K

Average Assets
Per Prospect

From advisor case studies

70%+

Appointment
Show Rate

Pre-educated from webinar

Days to First
Appointments

Full system live

Webinar Kits
Per Year

New topic every month

24/7

Automated
Webinar Running

Record once, runs forever

$50M+

Total Pipeline
Generated

Across all advisors

$300K

Performance
Guarantee

Or full refund

$1.4M

Largest First
Case Closed