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Seminar Lead Program

Are Seminars Still Effective?

Yes, with conditions…

– Focus Beyond Retirees

  • High Net Worth or Household Incomes above $100k
  • Age Demographic: 45 to 75 (Includes Boomers!)

– Focus Beyond Annuities

  • Seminar: TAX FREE FOR LIFE
  • 75% Tax Free Living Benefit Strategies Using Life Insurance
  • 25% Tax Deferral Strategies Using Annuities

– Guaranteed Direct Mail Results (35 Reservations/5,000 invites)

– Systematic Sales Process leading to New Business

Guaranteed Seminar Invitation Results

  • 70 Responses per 10,000 invitations GUARANTEED!
  • Outbound Call Center contacts your invitees within 2 days of their receiving the seminar invitation to book reservation

Free Guaranteed Direct Mail Marketing

– For the average producing Agent

  • Full Compensation
  • Plus 50% to 70% of Marketing Costs covered by TFLA
  • $10,000 of Target Life = 1,000 Free Invitations/Lead Mailer
  • $200,000 of Annuity/SPIUL = 1,000 Free Invitations/Lead Mailer
  • 1 Agent Referral, 3 Contracts, 1 NB = 1,000 Free Invitations/Lead Mailer

(We Do Everything Under One Roof)


Sample Invitation

Agent Contracting Package

– Full Street Level Compensation

– Turn-Key Marketing & Sales System for Producer Success

– Discounted or FREE Seminar

– Invitations/Lead Generation

– Complete Advisor Marketing Platform

  • Co-Branded Brochure, Business Cards, Website, Seminar Forms, etc.
  • CRM Lead Management System

Agent Incentives

– Annual TFLA Expo in Daytona Beach, FL

– Annual Top Producer Rewards Trip

Questions? Contact Us

5 + 12 =

I have been with ALB for over 7 years. When I began my association with Matt Pashby and his small office staff, I immediately received professional support that goes beyond the normal agency/broker relationship. Because of this, I laser focused and for 4 of the past 7 years I was ALB’s number one top producing broker. Today, I no longer enjoy that number one honor but the continued and increased support from a much larger staff continues. It is an honor to associated with this outstanding agency. I look forward to many more years with ALB.