Choose Your Plan Below
Launch proven annuity webinars, automate your follow-ups, and book high-value appointments—plus much more!
- PLATINUM -
$497/mo
No Contracts.
2 Users
Webinar System
In-Person Event System
Ad Launcher: Launch ads in a few clicks
Ad Library
Full CRM
Unlimited Contacts
Power Dialer
Mobile App
Consolidated Inbox: Email, SMS, Messenger, GMB, Phone Calls
Funnels
SMS & Email Follow Up Automation
Missed Call Text Back
Bulk Text/Email Campaigns
Social Media Planner
Online Review Generator: Google, Apple Maps, Etc.
Live Group Onboarding Call
Webinar Course
Members Only Community
Support Tickets: Get a response in 24 biz hours
1/wk sales & webinar coaching call
1/wk marketing strategy call
1/wk tech support call
$497/ month
No Contracts.
- PRO -
$997/mo
No Contracts.
Everything in Essential, and...
5 Users
AI Chat Bot trained on retirement planning to help qualify leads
2/wk sales & webinar coaching calls
2/wk marketing strategy calls
$997/ month
No Contracts.
Still Not Sure?
Frequently Asked Questions
What Additional Costs Should I Expect?
You’ll need a minimum ad spend of $1,500–$3,000 per month to drive traffic to your webinars. Our team will guide you in budgeting and optimizing your ad campaigns.
Do You Offer a Free Trial?
Yes! The Essential Plan includes a 7-day free trial, giving you full access to your CRM, webinar funnel, and support tools.
Can I Use This for My Team?
Absolutely! The Essential Plan supports 2 users, while the Pro Plan accommodates up to 5 users, allowing you to manage your entire team from a single system.
How Quickly Can I Launch My First Webinar?
Most advisors are able to go live within 7–10 days after onboarding.
Do You Provide Coaching or Training?
Yes! All plans include weekly live training, marketing strategy calls, and complimentary group onboarding support.
What If I’m Not Tech-Savvy?
No worries! Our team will set up your automations, integrate your CRM, and guide you through every step.
What Results Have Other Users Achieved?
Several advisors have generated over $8M in annuity premium pipeline within their first 60 days. Check out our testimonial wall to see their success stories.
Stop throwing money at lead generation services. Launch ads in just 3 clicks.