Go beyond Social Security planning. And turn these high-intent buyers into new clients.

Did you notice I didn’t say to get more leads? We’re talking about “high-intent buyers,” not leads. And this webinar will show you how this lead conversion engine was used by over 100,000 advisors in 2022 to convert those buyers into clients.

Getting Social Security right is a big deal. Over 70% of pre-retirees would switch advisors to get Social Security advice. It’s a terrific value add since 93% of Americans surveyed last year failed to identify the key factors determining their benefits. 

If you’re ready to learn how to convert these high-intent buyers into new clients, check out our next Business Alpha webinar: “$200k in 90 Seconds.”

This will be a “process training event.”

What does that mean? Since technology does the planning, now you can focus on the business-building process. You can expect to come away with a new framework for attracting leads, converting prospects into meetings, and converting meetings into new clients.

You’ll hear from the team that’s driving this new model:

  • Jeff Quigley, EVP LifeYield (they built the planning technology used by over 100,000 advisors in 2022.)
  • Alyson Dorosky, CSSCS, Head of Life Yield’s Social Security Support and regular contributor to FA Magazine and The Street,
  • Al Caicedo, InsurMark’ s Virtual Selling Coach, and
  • Jack Martin, CFP®, InsurMark’ s virtual CMO.

If you were being honest, are you satisfied with how many new clients you’ve added in the last 12 months? If you’d like to experience the joy of growing faster and spending less time doing so, join us from 11 – 12:30pm CT today.

As an ADO - Advisor Development Organization, InsurMark provides solutions to meet the ever-evolving needs of financial professionals with a mission to protect and enhance the financial security of every home in America.
I want to know what $200,000 in 90 Seconds Better Client Social Security Outcomes recommends.
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If you have any questions or would like additional information about the program, please reach out to [email protected].