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CABoom Leads

Annuity Marketing System - Tier 2

Annuity Marketing System - Tier 2

Regular price $7,500.00 USD
Regular price Sale price $7,500.00 USD
Sale Sold out

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?"

  1. Annuity Leads - phone verified Annuity/Retirement leads that have been vetted and tested by Chad Owen and his Retirement Realized Team
  2. Annuity CRM - access to an annuity crm with Chad Owen's exact text automations and follow up included
  3. 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:

  • 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
    • 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
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