It starts with one question: “Do you have an annuity that’s 4+ years old?”

Between 2015–2021, millions bought at one of the toughest entry points in FIA history. Not because anyone “did it wrong,” but because timing + product structure weren’t on their side.

This is your chance to be the hero—without cold chasing. In this webinar, you’ll learn how to:

• Run an expert analysis of a client’s existing annuity—fast, clear, compliance-friendly.
• Show a better path with Retro Pricing, giving an apples-to-apples view of today’s options that clients instantly understand.

That’s the engine Mike used to drive ~$1.5M in 2024—one tool, graph-driven clarity, and a repeatable marketing flow.

How this supercharges your marketing

• Instant Hook: The “4+ Years” question turns lukewarm lists into qualified review appointments.
• Value-First Lead Magnet: Use the Retro Pricing visual as your ad/DM/email offer—“Get a reality check on your annuity.”
• Nurture That Converts: Send before/after graphs and a one-page summary to move prospects from curious → committed.

What you’ll take away

• Access to the same tool Mike used
• A Workshop specifically designed for this marketing strategy
• Dedicated time with the speaker to go over this strategy
• Knowledge of Retro Pricing that very few agents utilize today (be a pioneer in the industry)

Who it’s for

Advisors/agents who want a repeatable, measurable system—turning reviews and found funds into booked calls and replacements (without adding software chaos).