π Congrats on booking your call with Advanced Agent Marketing!
This resource is designed to help you understand EXACTLY how to use the Personal Brand Funnel to book appointments with high quality clients and sell MORE Annuity/IUL!
Onboarding form submitted + kickoff call completed
Our team launches a pre-tested ad campaign (gets you leads FAST)
Appointments start landing on your calendar β sometimes within 24β72 hours
Some clients close their first sale within this first week
2
7-14 Days
Most clients close their first IUL or annuity case in this window
We deliver your custom personal brand scripts and video training
You film your personal brand video(s) β we handle all editing and funnel setup
Your pipeline begins filling with higher-quality, in-pain prospects
3
14-30 Days
Personal brand funnel goes live with automated follow-up and booking
We monitor lead quality, booking rate, and conversion data
You continue closing sales and building your monthly production
You get ongoing support on objections, scripting, and deal strategy
4
30-60 Days
Weekly ad review + strategy adjustments by our marketing team
Continued production and improved close rates
Coaching calls with 7-figure advisors to improve pipeline, positioning, and scale
Optional: add retargeting, nurturing, or follow-up automation layers
5
60-90 Days
Scale your ad spend with confidence
Hire appointment setters to take over lead follow-up
Begin recruiting agents and stepping into agency leadership
Or keep it lean and just stack big policies β your call
Qualify for advanced support, backend offers, or a case study feature
Frequently Asked Questions
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Couldn't I just do this myself for cheaper?
Maybe you can. The question is, how much is your time worth? Would you rather spend months creating a funnel, writing video scripts, managing a team of video editors, creating automations and managing your ads⦠OR hire our team to do all of that for you while you focus on selling?
If you're a top producing agent or agency owner, you'll actually SAVE money by hiring our team instead of wasting time trying to do this yourself.
How quick is the turnaround time?
It usually takes about 2 weeks to get everything ready. If you film your videos quickly, it can be even faster. Plus, we can start running non-branded ads right away so you can get leads while we build your branded funnel.
Do I have to be in the videos?
No, you donβt have to be in the videos. You can use one of our trusted actors instead. We do recommend being the face of your brand, but if thatβs not an option, we can still run high-converting branded ads for you.
Is this TCPA compliant?
Yes, all of our lead forms include an opt-in that requires the leads to agree to be called, texted and emailed by your business.
Is this compatible with my current CRM?
If you have an existing CRM, you can use it. However, all of our automations and funnels are only available with AdvancedAgentCRM.
How long have you been doing this?
We've been in the insurance industry since 2021 and have helped over 4,723 agents with lead generation, automations and selling systems.
Do I need to change my contracts to work with you?
Nope! We are not recruiting agents. We are a Marketing and Growth Partner for agents and agencies.
3 Fundamental Flaws With Buying Leads
#1: You're perceived as a telemarketer
And in case you haven't realized, everybody HATES telemarketersβ¦
When You Buy Leads, Hereβs What Happens:
Someone fills out a random form online
You have no idea what the ad said
The lead is often misinformed or confused
You call them β they donβt know who you are
You sound like the 10 other agents who called them that day
The lead assumes youβre just trying to sell them something
They ghost you, hang up, or say βIβm not interestedβ
You spend all day chasing cold leads who donβt want to talk to you
Why This Hurts Your Closing %:
Telemarketers are ignored, avoided, or hung up on
High-income clients donβt buy from telemarketers β they buy from trusted advisors
If youβre chasing themβ¦ it screams low status
#2: You have no credibility or trust built
It's like trying to climb a mountain. You are trying to convince someone who doesnβt know you, trust you, or even want to talk to youβ¦ to spend thousands of dollars on a financial product they don't even fully understandβ¦
IMPORTANT NOTE: High-net-worth individuals donβt take financial advice from random strangers. They buy from experts.
Wealthy people want to work with the best in the business β not just whoever called them first
If youβre cold callingβ¦ you instantly look like a low-status, desperate salesperson
Youβre trying to sell a complex financial product to someone who doesnβt know you, trust you, or even want to be on the phone with you.
What this leads to:
βWhatβs the name of your company again?β
βIβll need to do some research.β
βCan you send me something to look over?β
βIβll have to talk to my financial advisor.β
βI need to think about itβ¦β
These arenβt real objections. Theyβre just code for βI donβt trust you.β
#3: Youβre Completely Dependent on a Lead Vendor
When someone else controls your leads, they control your business.
You donβt know what their ad said
You donβt know if that lead was sold to 5 other agents
You donβt control the flow, the cost, or the quality
And worst of allβ¦ youβre building their business, not yours
The worst part?
Youβre not building a brand
Youβre not building trust
Youβre not building a business that lasts
Youβre just renting someone elseβs marketing machine β and you pay more every month to keep it running
How To Become A Trusted Advisor, NOT a Telemarketer
Like we just covered, when you buy generic leads you are viewed as a Telemarketer, NOT a Trusted Advisorβ¦
This means your perceived status is LOW.
And your trust is LOW.
Telemarketer Method
Instead⦠What we do is we position you as a Trusted Advisor so that leads chase you instead of you chasing them.
We do this by helping you create video content that leads with education.
That way, the leads watch your video and view you as an expert before you ever even speak to them.
Your perceived status is HIGH.
And your trust is HIGH.
Trusted Advisor Method
Imagine this:
You film a video one time... That single video becomes a digital assetβworking for you 24/7.
Every time a prospect enters your sales process or searches for information online, theyβre greeted by you.
They hear your voice, see your face, and learn directly from you. Trust is built instantlyβwithout you lifting a finger.
Think about your own behavior:
When youβre researching something importantβlike for example a marketing company for your insurance business βdo you trust a random cold caller or some guy who DM's you on Facebook?
Or do you want to buy from the marketing company that gives you value and education before you ever even work with them ;)
For example, here's a video we made teaching agents how to get appointments:
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Your prospects are no different. Theyβre going to do their research no matter what.
The question is: will they learn from youβor someone else?
If youβre still manually chasing down leads or relying on generic marketing, itβs only a matter of time before someone else beats you to your own prospects.
We develop premium ads targeting affluent audiences. We put you and your branding in the ad so that prospects become familiar with you before you speak to them.
Educational Content
We send leads to an educational video that positions you as an expert and builds trust and credibility.
Direct Booking
Leads book directly onto your calendar after watching your training video. We send emails and follow up reminders to increase show rate.
Automated Follow-up
We help you create value-driven videos that nurture your leads on autopilot.
What We Provide
Done-For-You Marketing
Premium ads, scripts, and video creation.
Video Production
Professional support for training and follow-up content.
Pre-Built Funnels
Sophisticated automations that nurture affluent leads.
Ongoing Support
Continuous optimization for maximum performance.
Client Results & Testimonials
$40K+
Premium Life Cases
Sample policy size from personal brand funnel-generated leads
$500k+
Annuity Cases
Sample annuity size from personal brand funnel-generated leads
30%
Lead To Booking Ratio
Average conversion of leads to booked appointments
$600 Spent On Leads, $52k AP
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$156k Annuity & $17k AP (1 Week)
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$1400 Spent, $10k AP
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$30k/mo Working 3 Hours Per Day
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Cole's Experience With AAM
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$24k On 1 IUL Policy
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Valuable Videos
How To Sell Annuities Virtually (With Tom Hegna)
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How We Use Video Ads To Generate Annuity & IUL Leads
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How To Sell IUL Virtually (With a $100k/mo Producer)