Flip the script!

The data is clear that by a wide margin, more affluent retirees are looking for protected income than advisors talking to them.

That's why early adopting advisors pivoting to this "untapped demand" are experiencing up to 4X growth in revenue.

And here's the better news: these affluent retirees are "hiding in plain sight."

The dialogue surrounding protected income and annuities for 75% of affluent consumers has been settled. For advisors like you, it's all about adapting your practice to embrace the wave.

Earlier this year, our Alliance for Lifetime Income partners unveiled groundbreaking research around tailored personas and the art of meaningful conversations about protected lifetime income. This is how you find these opportunities, even in your book of business!

This research was soon translated into practical pilot programs within two of America's largest independent advisor networks. The outcome? A staggering 25% to 50% business growth within just a few months.

InsurMark is thrilled to introduce this innovative program to forward-thinking advisors like you.

📅 Check it out on-demand now!

Dive into our introductory training program.  Attendees may earn an exclusive invite to the deep-dive implementation training on October 19th.

Start your journey down the Yellow Brick Road. Register Now

Meet Our Esteemed Trainers from the Alliance for Lifetime Income:

• Steve Gresham: Pioneer of the "Next Chapter" leadership community, shaping retirement outcomes for millions. Former head of Fidelity’s Private Client Group.
• Mike Harris, CFP, CLU, ChFC, CES, CFS: A maestro in the annuity space with a rich history leading the Lincoln Financial annuity solutions group.

Key Takeaways for the Ambitious Advisor:

• Tapping into Undiscovered Demand: Maximize your revenue by catering to clients and prospects seeking protected income.
• Mastering the New Bull Market: Leverage planning and protection advice to boost client acquisition.
• Targeting the Right Audience: An estimated 75% of your practice might already be composed of potential annuity seekers. How can you reach and convert them effectively?
• The Essential Conversations: Delve into discussions about longevity, healthcare costs, and more.
• Conversion Mastery: From piquing interest to turning clients into passionate advocates, we've got you covered.

Consumers are witnessing firsthand - their friends, family, and even themselves grappling with the challenges of enjoying a long and active life. Unsurprisingly, "outliving their assets" and "navigating healthcare" top their list of concerns.

Are you ready to be the advisor who helps them confidently navigate these concerns?

Check it out now and position yourself at the forefront of this transformative wave.

Be on the lookout for your invitation to the follow-up event: The New Bull Market Advisor Training.




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.