Your First Name *:
Your Last Name *:
Your Email *:
Your Phone Number *:
Current Annual Income *:
Desired Annual Income *:
Number of Sub-Agents *:

Tell Us a Little About Yourself and Your Business: *

This is your chance to get exclusive PRE-SET APPOINTMENTS filling your schedule.

Elite Leads Program Members not only get pre-set appointments but they will also get additional Preferred Leads, access to our Proven Phone Selling Sales Process, and ongoing sales training plus weekly coaching sessions to help you get results faster.

  1. Pre-Set Appointments (We set the appointments FOR YOU!)
  2. Preferred Leads
  3. Safe Money Millionaire Virtual Sales Process and Ongoing Training (Get the most effective sales process ever developed specifically for our prospects and IUL/Annuity Products)
  4. Producer Autopilot CRM software system
  5. Celebrity Expert Training with National Radio Host Steve Sanchez
  6. Personal Coaching with Brett & Ethan

Pre-Set Appointments

We've been spending a king's ransom on marketing to generate inbound phone calls so we get people on the phone immediately rather than chasing prospects over the phone.

The calls come into our call center and we focus on finding their financial pains and frustrations so they are invested in having a meeting with you to resolve that major problem in their life.

Once the appointment is set we send the prospect a confirmation email with the date and time of the appointment and it includes a homework assignment of a compelling video they need to watch before meeting with you.

We also mail a hard copy of the Safe Money Millionaire book along with our famous "Shock and Awe" packaged designed to educate and pre-sell prospects before even talk to them.

You are notified as soon as possible so you can call to confirm the appointment.

For the majority of the leads we also get cell phone numbers so you can text a reminder to the prospect a few hours before the appointment.

Preferred Leads

These are the same type of prospects as our pre-set appointment leads who have not yet set an appointment. Normally they want to get the book first and have some time to read it so they are often even better, more educated prospects.


Over the past year our team of in house agents has been hard at work spending hours on the phones generating appointments, working with prospects and closing huge cases in our laboratory.

We've recorded calls, dissected them, analyzed them, and put them back together. We've tested new approaches, improved the scripting and questioning techniques, and developed a process that is working to close 2 apps per week per agent…ALL over the phone!

In fact, we've taken 2 complete rookies to the industry and turned them into 6 figure (in commission) closers in less than 12 months. Selling over the phone!

The results have been spectacular in creating an effective sales process to close deals over the phone.

When you work with us you will receive our proven sales process.

The scripting to set appointments at the highest conversion level possible.

The confirmation call: Make sure your appointment is planning on showing up

The "You missed your appointment call" (This is killer! Incredibly effective at actually getting people to call you back!)

The First Homework assignment: This includes the email to send and the video they need to watch.

The First appointment: Credibility and ground rules, the prospects concerns, the current financial environment, recommendations and trade-offs, building value, and gaining commitment.

The Second Appointment: Review changes and concerns, the enemies of wealth, the future financial environment and taxes, blueprint for success, health and taking the app.

Getting the App Scripting: Make getting the app an easy part of the process on the second or third appointment all over the phone!

The Second Appointment Homework Video: Continue to develop pain and educate the prospects between the first and second appointments.

The Third Appointment Homework IUL Video: A powerful video about all the benefits of the IUL.

Contact Us
Privacy Policy
Terms & Conditions

© 2015 Elite Leads Elite Advisors - IUL Leads