These are individual client experiences and are not a representation or guarantee of results. Individual results vary and depend on many factors, including each producer’s experience, sales process, follow-up, and market.
5 Appointments and $1,000,000 Closed From 12 Leads
My name is Belinda. I have to say Scott’s annuity leads are hands down the best annuity lead system I have used. Off the first 12 leads I had 5 appointments and closed over a $1,000,000 in premium and I am still working with 2 of the leads. Hands down this is the best annuity lead system I have worked with. I tend to be really nice on the phone and have found the leads want to speak with someone and have money. If you are looking to add an annuity lead system this is the best one I have found.
A Doctor Rescheduled Surgery to Finish Our Call
I am beside myself happy with Scott’s service. This is Feb 9th. On Saturday, I had a call back from a Doctor who rescheduled a surgery to finish my conversation with him regarding annuities. I can not say enough about Scott. He has been helpful every time I have asked, and I am extremely happy to recommend Scott and his services. I have tried many lead programs, and none of them have worked to the degree this one has.
A $7 Million Case. $2.5 Million Closed
These annuity leads from Scott have been much higher quality than what I have seen in the past. We have worked together for over a year. I have not reached all the annuity leads but the ones I am talking with are much higher quality and have large amounts to invest. One annuity case was a $7 million dollar deal of which I closed $2.5 million. Just last week we closed a deal after 20 minutes. The annuity leads are very receptive and serious. Next week we are working another lead worth $5 million. Scott’s leads are serious about doing something, have large dollar figures and are the type of people who would not go to a seminar. Working with Scott and his team has been very good. I would highly recommend the program to anyone looking to grow their business.
Two Cases Closed at $25,000 Commission Each
When I joined you guys I was initially skeptical because of my experience with other lead sources. I am no longer skeptical of Scott’s annuity leads. I have 60 leads so far and only had 1 person that did not want to hear from me. Just recently the last 5 leads have been really solid. Two of the cases closed $25,000 in commission EACH. That was a great week. I am excited about your leads and have referred you to two guys in my office. I feel you have a very fair and efficient process.
$1,372,213 Closed From One of the First Leads
Hi this is Dana from South Florida. I just wanted to let everyone know about my experience working this lead program. I have tried other programs in the past but I did not like the absurd promises to the prospects. Some promising interest rates as high as 12% or 13%. I also did not like the other programs did not mention the word annuities. They were vague. What I like about Scott’s program is that they are targeting people interested in annuities. Annuities are mentioned in the ads so there is no question we are targeting people interested in the products. Scott’s leads are also scrubbed, so the financial advisors and the people who are not real are scrubbed out. Overall the quality of the leads have been very high. I was very hesitant to get started because of my experiences with other program but am very glad that I did. I ended up closing one of the first few leads from Scott for $1,372,213 in an indexed annuity. To date it is the biggest annuity I have ever written. I am very appreciative of the program. Of course you won’t close every lead but I have many others in the pipeline and we are scheduled to close a few more.
$11,000 Invested. $3,000,000 In Production In 11 Months.
I have been working with Scott Brooks since 2014. Like many other advisors, I have used many companies that promise to help get you in front of more prospects and have had little to no results from them. Since working with Scott, I have invested close to $11,000 in leads and produced around $3,000,000 in premium in 11 months. I have never seen the quality of leads he can generate. I am getting close to a 50% appointment ratio from Scott’s annuity leads. I have found Scott’s online leads to be the same quality as his TV leads. We are closing 30-40% of Scott’s leads, and I credit this to the system Scott has in place to scrub and quality his leads.
$1,150,000 in New Premium From 15 Leads
We wanted to send a quick note this morning thanking you for your partnership. So far we have purchased approximately 15 annuity leads. Of those 15 leads we have closed two cases for a total of $1,150,000 in new annuity premium. This includes another $200,000 in alternative investments and over $50,000 in revenue for our firm. Having used Advisorworld, ABCLeads, AnnuityFYI and others…..I can say that you firm has added more value than the others. For that Thank You! Josh Tschirgi Letter received February 26, 2018. Proof of Letter
Appointments on 5 of My First 7 Leads
This is Jeremy in Salt Lake City. Thanks for letting me be a part of your annuity lead program. In the two months that I have been signed up I have considerable success which is very different from my experience with other vendors. I have received 7 annuity leads and was able to book appointments on 5 of them. I feel that these leads are on the tail end of the buying cycle and ready to act. With other annuity lead programs I had to sell the leads on the concept of annuities. Just this month I wrote over $500,000 of premium on 2 leads and have enjoyed the process. That is the proof in the quality of your annuity leads.
Closed $845,000 Deal On The First Lead. $41K Rev.
We received our first lead on Feb 17th and submitted and on May 2nd submitted $845,000 of annuity premium for $41,000 in revenue. It is by luck I found Scott and his annuity leads. I quickly determined that his annuity scrubbing process is very good. It was probably just luck we closed a $845,000 annuity case on the first lead. To this point we have received 11 leads and we have 2 more probably sales ($200,000 and $300,000) in the first batch. The lead program is easy, profitable and fun. These are very qualified annuity leads and if approached correctly can be very profitable.
I Doubled My Income In 8 Months Working With Scott.
Within 8 months of working with Scott, I had more than DOUBLED my income from the previous year. I have always been in 6 figures but had wanted to increase my income. I have found Scott’s leads to be excellent. The leads are really serious about a retirement vehicle. I have worked with other companies but were very disappointed. I find Scott very trustworthy and credible and the best leads I have used.