CABoom Leads
Annuity Marketing System - Tier 2
Annuity Marketing System - Tier 2
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Cody Askins + Chad Owen = Annuity Marketing System
Chad Owen is an annual $40,000,000+ Annuity Producer. Since 2004, Chad has protected more than $300,000,000 in Client Retirement Savings. He also trained and works directly with another gentleman by the name of Jesse Black who also does $40,000,000 per year in Annuity production as well. The CRM & Training aspect of their business is ran by Josh Delgado, who will be helping as well.
What is in the "Annuity Marketing System?"
- Annuity Leads - phone verified Annuity/Retirement leads that have been vetted and tested by Chad Owen and his Retirement Realized Team
- Annuity CRM - access to an annuity crm with Chad Owen's exact text automations and follow up included
- Annuity Training - access to the Annuity Architect Training Program which includes Annuity specific training videos & weekly live coaching with two 40M+ Annuity Producers
This is the complete Annuity system in a box, ready to go!
*there is a 3-Month Minimum commitment to use this system
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BELOW IS MORE INFORMATION ON THE LEADS...
The $7,500 TIER 2 Level includes 40+ leads per month + crm + training!
Annuity includes the following extra features:
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Verified Cell Phone Number: We utilize A.I. Verification Software to text the prospect a verification code then they must open the text message and then manually type it into our funnel to prove its their personal cell phone number.
- With this software, we are seeing increased contact rates due to being sure that all phone numbers provided are 100% accurate and verified via A.I.
Here is how you will receive your leads:
No matter what options you choose, the leads are delivered to you in real time, as they are generated, to a Google Sheet, to your email with a lead sheet, and to you via text message.
We will send your leads directly into your new Annuity specific CRM!
*There is a 5 STATE MINIMUM to use the Annuity Marketing System... However, the more states you select, the faster we will be able to fill your monthly order.
- Prospects are online and we capture their attention with an enticing ad. We inform them about Converting Their Retirement Accounts with an Annuity.
- All leads must have at least $100,000+ in investable assets.
- We then direct them to a landing page survey funnel with 15 steps.
- We also use an A.I. Based Software w/ a SMS Phone Verification Code to ensure you receive a 100% real cell phone number.
- The word "ANNUITY" is mentioned 5-6 times throughout the entire process.
- Our Super Premium Annuity Lead has 11 TOTAL FIELDS and A.I. Verification Software to verify the prospects phone number.
- The prospect then completes the form themselves.
- How soon are you planning to retire? (Retired, Less than 5 years, More than 5 years)
- What type of retirement plans are you investing in now? (401k, 403b, IRA, Mutual Funds, Stocks, Bonds, etc)
- How much money do you have saved up for Retirement?
- Age
- First Name
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Last Name
- Email Address
- State
- Zip Code
- Cell Phone Number
- A.I. Verification Software
- Phone Verification Box: An Annuity Trusted Advisor will be reaching out on the number you provided. To ensure they can reach you, please enter the 6-digit code sent to your phone below.*
- After the lead is generated, we send an immediate text confirming their request, who is fulfilling the request, and how to reach the agent.
- Option to share agent's NIPR number to build trust with prospect.
- Leads are delivered to you in real time.
- YOU WILL NEVER RECEIVE A WRONG # OR DISCONNECTED #
- Get a lead outside of your area (it's rare, but happens)? We'll replace it per our Lead Replacement Policy
- You can receive an SMS Text or Email from us the instant the lead is generated with the lead information
