The Weird Funnel Making Advisors Rich

All right, so what's the best way to sell Advanced markets products in 2025? By advanced markets, I'm talking about IUL annuity, infinite banking. Anything that's like a high dollar amount of money going into a life insurance product. Right? That's what I mean by Advanced Markets. If you're selling any of those things. What I'm about to show you guys in this video is by far the best long term strategy to just rush it in Advanced Market sales. So what I'm going to be walking you guys through is A, what the strategy is, B, how it works and how you can ultimately use it for yourself to grow your business. So any further ado, let's go ahead and jump right in. All right, so as an insurance agent, you're basically specializing in products that are known as like safe money products, right? If people are feeling more risky, you know, they're very bullish about the way the market's going to go. Usually they're going to invest in stocks and different things like that. But right now people are, you know, as this headline will show you, people are very concerned about what is happening. You can see this right here. These are the headlines that your potential prospects are seeing right now. Hedge fund legend who earned 4,000 plus percent during COVID warns stocks will crash 80% and Armageddon is coming. Right? So think about what's going on right now. You have all of these people that have, you know, hundreds of thousands, millions of dollars invested in the market right now and they're panicking about the tariffs and the stock market collapsing and all these potential things that could just ruin their retirement. Not to mention they're also terrified about taxes and all this stuff that's going on with Doge. And they see what the money's being spent on. And people are like more distrusting of the government and what's going on than ever before. Which means like it's, it's not a good thing, right? But it does mean that there's a ton of opportunity for you if you sell and any of these Advanced Markets products, because that's kind of where the shift is going. And so what's happening right now is you have all these people seeing all these headlines. I mean, I'll just look up stock market today. Doubt stocks fall for a third day as tech struggles again. Like, I'm 23, I have plenty of time. I'm not panicking or moving money or flipping out. But If I was 60 or 55 or older, I would be freaking out right now with my Retirement. Because if I need to pull that money out and the market's crashing, I could lose all my retirement savings overnight and not be able to retire, obviously, right? You get the point. I don't have to pitch annuities and Iuls and stuff to you because you sell them. But what's happening is all these people are panicking, right? So you have this massive, like, demand in the market, right? You have this, like, big mass market shift, okay? And so what happens is these people know that they have a problem, and a lot of times they might even know what the solution is, but they don't know how to solve it, right? And so this is kind of like how this strategy works and where you come in. So essentially, all these people, right, they're looking for a solution to this problem, and there are a ton of them right now. It is a massive market shift. The stock market's, you know, super, super volatile right now, and people are trying to safeguard their money and avoid paying taxes, right? So you have this mass market effect where everyone's panicking, but they don't know how to solve their problem. So essentially, what these people are looking for is an expert, okay? Now, I promise this will all tie back into the strategy and how this works, but I want you to understand, like, why it works. So everyone's looking for an expert right now. They want someone that can go in and solve their problem.

So essentially, what I've found, that works extremely, extremely well. And I'll show you guys some examples of this in just a moment. Basically, you run an ad on Facebook.

With yourself in the ad, right? So, like, if you guys see my ads on Facebook or YouTube or maybe even got hit with one of my ads before this video, I'm in the ad, right? And so essentially, whenever someone sees you in an ad, it positions you as an expert who knows what you're talking about. So let's say you make an ad targeting. I'll just use annuity for this example. So you make an ad talking about, hey, if you're, you know, I don't know if you are planning on retiring in the next five to 10 years, because you can ultimately roll over money after 59 and a half months, they're. They're able to withdraw without penalty. So if you are planning on retiring the next five years and you're seeing what's happening with the stock market and you're looking for a way to safeguard your money, there's actually this strategy that essentially allows you to grow with the market, but you don't lose any money when the market drops. Now if you want to learn more about that, I put together a quick five minute training that explains how this strategy works. So you can see if it's a good fit for you, right? So you make this ad, you're in the ad, and then from there what happens is you send them to a training video. Now guess who's also in the training video? You. Right, you're in the training video. So we help you put together a training video.

Where you are in the ad and you're essentially presenting this solution and you're educating, but you're also kind of like pre framing them on why they should do what, what you're talking about doing, which is, I mean that's what this video is too, right? Spoiler alert.

Is you're basically doing a training where you're explaining how your strategy works, but then you're also delivering value at the same time. So you build trust and they view you as an expert. So then from there what we do is we send them to a calendar, right? So you get a very high percentage of your leads that are literally just well screwed. I'll draw a calendar, a percentage of your leads that will just go and book directly with you on your calendar, right? So we do this for IUL Annuity. I have actually one of the guys in my company.

Is doing this right now for IUL. He sold 52k in AP off of 600 in leadsman. So then they go, they book an appointment on your calendar, right? Let's say that this is their slot. So they book an appointment on your calendar. And then in between when the appointment is and when they show up, we're going to hit them with a ton of content, which guess who's going to be in that content? You. So then you hit them with a ton of videos prior to the call, so that when they show up to the call, they are already pre framed.

Let's see if I can move this. They're already kind of pre framed, understand the strategy and more importantly, they view you as an expert right now. Why does it matter if they view you as an expert? Well, people buy from people they know like and trust. And right now we live in a time in 2025 where people want to consume content before they buy things, right? In case you haven't realized. So whenever you get all these objections of like, oh, I need to think about it, I need to do my own research, I need to do this, I need to talk to this person or that person, the people they want to talk to are the people who, in their mind are the experts. The reason if you're selling these products, the reason that people say, hey, I need to go talk to someone before I do this, is because they don't trust you as the expert. They have other experts in their life that they're deferring to and relying on. And the reason they want to do all this research is because they haven't done the research before the call. So imagine this, right? What if you just helped them do all the research before the call and you were guiding them along that research process. So you're, you're killing two birds with one stone. You are pre framing them and educating them so they don't feel like they need to do a bunch of research before they jump on. And two, they view you as the expert so they don't feel like that to go consult other experts, right? And so then basically we're hitting with them, hitting them with all these, these videos. They explain like how the process works. Here's some of the common questions, here's some of the common objections, right, that people have. And then when they jump on, it's just a matter of like solving their problem instead of trying to sell them. So then it essentially just becomes like, it's literally just a consultation, right? It's literally just a consultation. So you just have a consultation. Percentage of people will say, hey, I want to move forward and percentage of people won't. But I'll tell you this, using this strategy where the people already know who you are before you jump on, it gets a much higher percentage of people that are already just comfortable moving forward, right? So here you guys can see, this is what we call, we call this the personal brand funnel, okay? Now the reason why is because essentially, like, let me tell you guys what, what is ultimately going to happen in the insurance industry is like the people that are doing things like this are going to win and everyone else is just going to get absolutely crushed, right? Now, I know you might be listening to that and be like, oh, yeah, sure, whatever. No, legitimately. So here's what's going to happen.

I'm not a fortune teller, but this is what's happening in other industries is people don't want to buy from some like, vague, nameless, faceless corporation company. They want to buy from experts and people, right? And so essentially what, what happens is like if you're buying leads, you're buying generic leads. You're just like running these normal random ads on Facebook. You know, they, they see all these ads and they click on them. But like, there's no, there's no tie or there's no correlation or connection to you, right? And they don't view you as an expert. Like if you buy annuity leads, you buy IUL leads or something like that, you. And then you just start calling them. Well, now you're not an expert, you're a telemarketer, right? And again.

People are freaking out. They want to talk to experts, they don't want to talk to telemarketers. Nobody has ever said, I want to talk to a telemarketer or a salesperson. They want to talk to experts. And so when you do this and you set this up the right way, which we can help you do, I'm not going to turn this into a pitch for working with us because you can also, if you want to try and set this up yourself, you could also do that. Working with us would just make it, you know, faster. But like, this is the direction that everything is going in terms of the market is like, people want to talk to experts and it makes the sales process so much easier. Right? Reason I can say that is like, I literally, this is what I do inside of my own business. I'm in the ad, I'm in a training that explains how we help advanced market agents with marketing. And then they jump on a call and then we send them videos like this, for example. And they're already kind of like pre sold and understand the concepts of what we do. So it's not like a super hard conversation to get someone to work with us because a lot of times like they're just jumping on the call to get, get, like, figure out how they can buy, right? And that's the exact same thing that you should have as an advanced market agents. Now if you're doing like final expense or term, it's a little bit tougher to do because people aren't naturally interested in that stuff. They kind of just like have to have it, but they're not doing research or very, very interested majority of the time from what I've seen. But for iul, Annuity, Infinite Banking, all this stuff, like these strategies are incredible things and people are very, very interested in them. They just don't have the right education and they don't have the experts showing them the way. So this, ladies and gentlemen, is the personal brand funnel.

I'm just going to say pbf. This is pbf personal brand funnel. And again, by far, like, just watch, watch. This is the best, most efficient way to sell advanced market products, because you can do it from anywhere. You can do it virtually and you can scale it. You can't scale your warm network, but you can 100% scale this. And on top of that, you also build kind of like some brand equity where you also will start getting referrals. And then it's like, hey, this guy just helped me with my annuities. Who's this guy? Oh, we'll just go watch some of these videos he sent me that explain how the strategy works. So instead of talking all the time, like one to one, what this allows you to do is you film a video like this one. You. You film a video, right? One time.

Like, I'm only going to film this video one time, and a couple hundred people at minimum will see it. Probably a thousand plus you film the video one time, and then it just like so many people see it. So you get way more leverage on your time when you do things this way. And this is where people make like ridiculous money in this industry. You know, like your Doug Andrews or there's. There's some other people out there. I think Tom Hegna does the same thing. Like, a lot of these guys that are like big names in the industry, they're doing this stuff, right? You're David McKnight. It's all those guys. This is what they do. So hopefully you guys got value from this. If you want help setting this up, click the link down below in the description and we can, you know, go on a call, get on a call and kind of explain A to Z how it works. But without any further ado, thank you guys for watching. See you in the next one.