Mission
Provide thoughtful annuity and life insurance solutions to independent insurance agents whose clients need safe money and income planning solutions.
Core Values
Be Nice
Be Patient
Be Helpful
Be Considerate
FSIB
National Insurance Marketing Group - Located in Oro Valley, Arizona
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Top Contracts with a family atmosphere - You are not just a number to us & we answer our phones "live".
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Personal Service - (Family Atmosphere) Dedicated Sales Manager, Daily Status.
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See More People - Seminar Accelerator, TableTalk, Sound Annuity Solution, Retirement.Radio, YouTube Production
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Case Design & Business Building - CRM with Automation/Silver Platter /Indexalyzer/Reviewalyzer/JourneyGuide/Annuity Rate Watch Income report/Brookstone - $8B RIA
Business builder events - Tucson, San Diego, Houston
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Annual trips since 2002 - Fontaine Bleau - March 2025 only $1.5M
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Solution Driven Focus
Internal Sales Tool
Sound Annuity Solutions (SAS)
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TV generated leads
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Consumer initiated annuity leads
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Exclusively yours to work
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Personalized landing page
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AMP CRM
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Leads automatically imported
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Automated texting and emails
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Opt-in to protect you​
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Leads sent to your inbox twice a week
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Marketing content
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Videos/landing page​
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LOW cost
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Just $500 for leads and a CRM system​
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Seminar Accelerator
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Turn-key seminar program
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Mentorship
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1 on 1 with a $25M annuity seminar producer​
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Unique
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Appointment strategy​
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Meal strategy
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No assistant necessary (great for a one person office)
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Seminar slides
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Multiple presentations available​
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Tailored to you (Hegna slide available)
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Seminar material
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Mailer​
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Handouts
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Pre and post seminar prep
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Training
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In-person collaboration throughout the year (San Diego, Houston, Tucson conferences.)
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TableTalk
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LOW cost ~$500 out of your pocket
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Small group setting
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Maximum of 16 participants​
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Engaging materials included
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Fill in the blank booklet​
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Facilitators guide
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Handouts
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PowerPoint if desired
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Perfect for agents:
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With existing client base (Medicare/other)​
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Looking for lower cost marketing
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Looking for referrals
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Attendance generation:
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By personal invitation​
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Mailers
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Facebook marketing
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Incentive
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FSIB will help cover costs and even reimburse you for $500 once you start writing business through us​
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Automated Marketing Platform (AMP)
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Full CRM
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Automated marketing program​
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NO COST​
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FSIB covers the full cost for agents working with us​
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Automation​
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Automated emails/texts​
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Birthday and holiday texts
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Check in texts throughout the year
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Monthly email keeping your clients/prospects informed
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Workflows
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Pre-built​
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Build your own
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Seminar slides
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Multiple presentations available​
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Tailored to you (Hegna slides available)
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Retirement Radio
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Full professional radio production
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Includes scripting, podcasting, co-hosts, and commericals​
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LOW COST
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As little as $500 a month depending on your market​
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Outreach
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91% of Americans over 50 listen to radio every month​
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Check out Another Money Show​https://624b566b360063-96204580.castos.com/playlist-player/39949​
Questions to Agent
Why do you do what you do? (Find out what drives them)
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What is your main market?
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How much annuity business do you want to write?
Do you have the support you need?
What are your main carriers?
Stories/Examples
SAS:
-ND - CA Agent wrote $1.7M from one client who called him off the mailer. Doesn't like leads. Spending $4k per month on leads…
-AH - CA - process driven agent spending too much on leads. Took a year. $7,250 commission - $299 expense.
-TC - TX - Med supp agent. Didn't have much annuity experience- $20k and $1700 in comp in first 40 leads
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Seminar Accelerator:
-Randy - Arkansas agent - $1.7M in first set
-Missy - TX - $325k within 2 weeks $22k+ comp
-Jeff - AZ - working on $10M after first 2 sets
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TableTalk:
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AMP:
FL Agent - 30% engagement after just the first Text - opt in.
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RetirementRadio:
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