[vc_row row_type=”standard”][vc_column][wbc_heading tag=”h2″ heading_style=”heading-3″ align=”center” title=”We Can Help You Soar To New Heights” font_size=”40″ color=”#6b9a9d” m_top=”30″ m_bottom=”10″][wbc_hr height=”2″ width=”80″ bg_color=”#569799″ m_left=”auto” m_right=”auto” m_bottom=”30″][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space height=”50px”][/vc_column][/vc_row][vc_row css_animation=”none” row_type=”standard” bg_select=”bg_color_section” fancy_row=”down_arrow” bg_color=”#efefef” border_color=”#9e9e9e” p_top=”20″ p_bottom=”20″][vc_column css_animation=”slideInLeft” width=”2/3″ wbc_animation=”slideInLeft”][vc_custom_heading text=”Dedicated Sales Coach” font_container=”tag:h3|font_size:24|text_align:left|color:%23569799″ use_theme_fonts=”yes” css=”.vc_custom_1522192414261{padding-bottom: 5px !important;}”][vc_column_text]Our sales coaches take the time to learn an agent’s business one client at a time. We ask pertinent questions and make sure that we are choosing not only the correct financial product, but the carrier that will underwrite or assess the best result for that customer. Once chosen, we scrub the submitted applications, alert the case managers and underwriters of its submission, and track it to issue.
- Client discussion for best fit and design
- Experienced case design with multiple product options
- Preliminary underwriting and suitability check prior to receiving application
- Coordination with in house underwriters and case managers
- Constant communication through case progress
- Expedited delivery of policy
- Continuous industry and regulatory updates
- Weekly group education sessions with hosted vendors and carriers
- One-on-one training for advanced life and annuity strategies
[/vc_column_text][vc_custom_heading text=”Dedicated Marketing Coach” font_container=”tag:h3|font_size:24|text_align:left|color:%23569799″ use_theme_fonts=”yes” css=”.vc_custom_1522192424646{padding-bottom: 5px !important;}”][vc_column_text]
- Professional Website Design with built in funnel to deliver a free report or white paper.
- Facebook Ads & Google Ads Consulting
- Printable Branded Agent Seminar & Meeting Flyers optimized for print
- Branded Powerpoint Presentations
- Event Landing Pages
[/vc_column_text][/vc_column][vc_column css_animation=”none” width=”1/3″ wbc_animation=”slideInRight” wbc_duration=”4s” wbc_delay=”1s” wbc_iteration=”4″][vc_single_image image=”3358″ img_size=”large” alignment=”center” css=”.vc_custom_1522193546479{padding-top: 10px !important;padding-bottom: 10px !important;}”][/vc_column][/vc_row][vc_row bg_select=”bg_color_section” fancy_row=”down_arrow” p_bottom=”20″ bg_color=”#efefef” p_top=”20″ border_color=”#9e9e9e”][vc_column width=”2/3″][vc_custom_heading text=”Digital Financial Advisor” font_container=”tag:h3|font_size:24|text_align:left|color:%23569799″ use_theme_fonts=”yes” css=”.vc_custom_1521763386458{padding-bottom: 20px !important;}”][vc_column_text]Attract Qualified Prospects, Convert More Clients and Eliminate Uncertainty in Your Business with a FREE Digital Financial Advisor Professional Website!
The DFA is a website with a lead generation built in. It is the process or “funnel” that makes it easy for agents to capture the prospects information when they visit a website. A funnel is divided into several steps your customers will experience as they go from Prospect to Lead to Customer to Repeat Buyer. The funnel captures the unique client data as they register for meetings, reports and newsletters from your website. You now have new leads to contact and add to your practice!
- Optimize your branding
- Mobile Responsive Website
- High Converting Video
- Integrated Contact Form with downloadable report and Auto-Response Email
[/vc_column_text][/vc_column][vc_column width=”1/3″][wbc_portfolio img_size=”large” show_post=”1″ portfolio_cats=”dfa”][/vc_column][/vc_row][vc_row css_animation=”appear” row_type=”standard” bg_select=”bg_color_section” fancy_row=”down_arrow” p_top=”30″ bg_color=”#efefef” border_color=”#9e9e9e”][vc_column width=”2/3″][vc_custom_heading text=”Become a Financial Educator” font_container=”tag:h3|font_size:24|text_align:left|color:%23569799″ use_theme_fonts=”yes” css=”.vc_custom_1521736550371{padding-bottom: 20px !important;}”][vc_column_text]PPMG has partnered with a leading provider to support agents in becoming financial educators. This program is one of the fastest growing non-profit financial wellness programs in the country! Their unique No Selling approach, coupled with strategic alliances will change the way you think about financial education! Unlike expensive dinner seminars, becoming a financial educator is a cost effective way to get in front of hungry prospects. These are people who are eager to learn and willing to taking the time to sit in a class with a professional, and essentially make an appointment.
Call PPMG for more information on how to become a financial educator and lock in your area! (844) 468-7764
[/vc_column_text][/vc_column][vc_column width=”1/3″][vc_single_image image=”3455″ img_size=”400×400″][/vc_column][/vc_row][vc_row css_animation=”appear” row_type=”standard” bg_select=”bg_color_section” fancy_row=”down_arrow” p_top=”30″ bg_color=”#efefef” border_color=”#9e9e9e”][vc_column width=”2/3″][vc_custom_heading text=”Peak Prosperity I.R.A.” font_container=”tag:h3|font_size:24|text_align:left|color:%23569799″ use_theme_fonts=”yes” css=”.vc_custom_1525705327113{padding-bottom: 20px !important;}”][vc_column_text]
Using leverage to significantly increase buying power and enhance the potential benefits of life insurance the PEAK PROSPERITY I.R.A. is a unique approach to obtain life insurance for business protection needs, supplemental income and traditional estate and retirement planning. It carefully applies leverage, innovative product solutions and a custom design to enhance a variety of planning strategies.
Designed with a focus on the small business owner and emerging affluent professional the PPMG I.R.A.® provides you the opportunity to introduce the concept of financed life insurance to a significantly wider range of prospects –clients that are not typically eligible for conventional financing arrangements.
The PEAK PROSPERITY I.R.A.® program offers qualifying business borrowers access to a full-recourse commercial loan, the proceeds of which are used to fund both annual & single premium loan structures for a life insurance product offered by an approved carrier.* The acceptable face amounts for participating policies range from $1,000,000 to $4,000,000.
Call PPMG for more information: (844) 468-7764
[/vc_column_text][/vc_column][vc_column width=”1/3″][vc_single_image image=”3472″ img_size=”400×400″][/vc_column][/vc_row][vc_row row_type=”standard” bg_select=”bg_color_section” fancy_row=”down_arrow” bg_color=”#efefef” border_color=”#9e9e9e” p_top=”20″][vc_column width=”2/3″][vc_custom_heading text=”Qualified Insurance Leads” font_container=”tag:h3|font_size:24|text_align:left|color:%23569799″ use_theme_fonts=”yes” css=”.vc_custom_1522194418049{padding-top: 10px !important;padding-bottom: 5px !important;}”][vc_column_text]Get Up to 40 FREE Pre-Qualified & ExclusiveInsurance LEADS Without Cold Calling or Spending Endless Hours Building Marketing Systems
- Pre-Qualified and Exclusive: Leads are PRE-Qualified and EXCLUSIVE with prospects who are interested and ready to buy insurance!
- Proprietary Tele-Sales Mastery Series: A video training series with an industry top producer, instrumental in building sales programs that led SelectQuote, HealthIQ, eFinancial, and LifeQuotes, to over a Billion in production.
[/vc_column_text][vc_custom_heading text=”Qualified Annuity Leads” font_container=”tag:h3|font_size:24|text_align:left|color:%23569799″ use_theme_fonts=”yes” css=”.vc_custom_1522193695474{padding-bottom: 5px !important;}”][vc_column_text]
- Annuity leads come from a multiple media platforms. Radio commercials, TV commercials, online campaigns and direct mail.
- Leads go through a rigorous process with 11 qualifying questions and told an annuity specialist will contact them.
- Conversion Rates Between 10% and 40%
[/vc_column_text][vc_custom_heading text=”Lead Drip Campaign – Follow Up with Your Leads on Autopilot” font_container=”tag:h3|font_size:24|text_align:left|color:%23569799″ use_theme_fonts=”yes” css=”.vc_custom_1522260411977{padding-bottom: 5px !important;}”][vc_column_text]
[/vc_column_text][/vc_column][vc_column width=”1/3″][wbc_portfolio img_size=”medium” show_post=”1″ portfolio_cats=”40-leads”][/vc_column][/vc_row][vc_row row_type=”standard” bg_select=”bg_color_section” fancy_row=”down_arrow” border_color=”#9e9e9e” bg_color=”#efefef” p_top=”30″ p_bottom=”20″][vc_column width=”1/2″][vc_custom_heading text=” Increase Your Lead Conversion Rates with PPMG’s Exclusive Video Sales Training Series” font_container=”tag:h3|font_size:24|text_align:left|color:%23569799″ use_theme_fonts=”yes” css=”.vc_custom_1522194232655{padding-bottom: 20px !important;}”][vc_column_text]
- How to easily and effectively develop rapport over the phone
- How to differentiate yourself with your value proposition
- Master qualification and underwriting
- How to present the rates and what to do in what Todd refers to as the “critical moment”
[/vc_column_text][/vc_column][vc_column width=”1/2″][wbc_portfolio show_post=”2″ portfolio_cats=”advisor-training”][/vc_column][/vc_row][vc_row bg_select=”bg_color_section” fancy_row=”down_arrow” p_top=”30″ bg_color=”#efefef” border_color=”#898989″][vc_column width=”1/2″][vc_custom_heading text=”Advisor Tools for Case Design & Consumer Training” font_container=”tag:h3|font_size:24|text_align:left|color:%23569799″ use_theme_fonts=”yes” css=”.vc_custom_1522277244709{padding-bottom: 20px !important;}”][vc_column_text css=”.vc_custom_1522278620625{padding-bottom: 0px !important;}”]
[/vc_column_text][/vc_column][vc_column width=”1/2″][wbc_portfolio img_size=”small” order_by=”Title” order_dir=”DESC” show_post=”4″ portfolio_cats=”iul-support-tools” cols_xs=”2″][wbc_portfolio img_size=”small” order_by=”Title” order_dir=”DESC” show_post=”4″ portfolio_cats=”benefits-iul,calculator-portfolio” cols_xs=”2″][/vc_column][/vc_row][vc_row][vc_column][wbc_heading tag=”h2″ heading_style=”heading-3″ align=”center” title=”Carriers” font_size=”40″ color=”#606060″ m_top=”60″ m_bottom=”-5″][wbc_hr height=”2″ width=”80″ bg_color=”#639598″ m_left=”auto” m_right=”auto” m_bottom=”30″][/vc_column][/vc_row][vc_row][vc_column width=”1/2″][vc_column_text]
- Allianz Life Insurance Company of North America
- AIG
- American Equity
- AXA
- Columbus Life
- Equitrust
- Forresters
- Global Atlantic
- John Hancock
- Life of the SouthWest (LSW)
[/vc_column_text][/vc_column][vc_column width=”1/2″][vc_column_text]
- Lincoln
- Minnesota Life
- Mutual of Omaha
- North American
- One America
- Symetra
- Savings Bank Life Insurance
- Protective
- Principal
- Trans America
- Voya
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