the phoenix method

A marketing program That Attracts Qualified FIA Leads Only

The best way to find qualified FIA leads is to attract people that have already bought FIA’s and are experiencing poor performance

What this program covers…

Tell the story of “what went wrong” in their annuity without sounding salesy, aggressive, or fear-based

Prospect

Use direct mail and social media to find qualified prospects in your area inviting them to a workshop or webinar.

Analyze

Turn a basic policy checkup into a compelling story by showing what’s working and what’s not, so clients ask you what they should do next.

Close

By focusing on replacing the annuity that’s not performing, the clients are not overwhelmed with too many decisions.

Repeat

After you have incredible success with your first workshop, do it again, and again, and again!

What you get for FREE

You read that right, you get the materials completely free!

The Presentation

A full PowerPoint presentation that walks your guests through all the reasons that may cause an FIA to fail. Then, offers them a chance to meet with you and find out why THEIR FIA is failing to perform and how you can fix it!

Workshop Notes

To keep your guests engaged with your presentation, we have included notes that will be referenced throughout the PowerPoint slides.

Professional Video

To use with social media marketing, we have created a video that highlights the urgency of attending this workshop and praises you the agent for offering this solution.

Mailers Offered by MBI

In partnership with ALYZER, MBI offers mailers for purchase specifically for this program.

Contact Jeff Mills for more information: (800) 359-4780

Learn the Method

Book a 1-on-1 demo with Jeff!

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