Add New Life & Annuity Clients

MFP-Online-Training

Searching for a
proven niche to increase
your life & annuity
production?

business

Bring Innovation to Your Business

Take your life and annuity production to the next level.

A proven, plug-and-play platform designed for versatility: seamlessly integrates with both life insurance and annuity products.

Premium Prospects

Peace of mind, guaranteed: every lead you receive through our program is 100% exclusive to you.

Each family has an immediate need and requested an interview to discuss both short- and long-term goals.

The 40s to early 50s segment has been labeled difficult to convert—yet our approach turns that dynamic on its head, unlocking meaningful connections and strong outcomes.

GROWTH TRIGGER

Flawless Presentations

Tap 30+ years of proven results: master guiding conversations by prioritizing prospects’ needs first, then seamlessly weave in the right life, annuity, and/or financial solutions.

Our platform delivers line-by-line scripts, ready-to-use PowerPoint decks, and a rich video library to elevate every presentation.

80%+ conversion rates—join the ranks of the high performers.

SUCCESS DRIVER

Long-Term Success

Break free from lead-type limits and discover a more welcoming way to grow your practice.

Step into a friendlier, more effective way to build your insurance and annuity business. Break away from lead categories and focus on people. Show quick wins with immediate value, nurture trust for the long haul, and introduce the right financial solutions gradually to fit today’s circumstances and tomorrow’s hopes.

WINNING KEY

web-based certification

Event Dates and Times

Thursday, September 10 from 9am to 11am (Pacific Time)
Friday, September 11 from 9am to 11am (Pacific Time)

(And as a special bonus, you’ll get full access to the complete certification training in your Advisor Secure Portal after the event, so you can learn or review at your own pace.)

Standard Registration: $849

special web-based certification pricing

Promotion Tier
Available Window
Discounted Rate
Limited Availability
Early Bird
July 23 - Aug 19
$722 (15% off)
First 25 Registrations
Last Chance
Aug 20 - Sept 9
$764 (10% off)
First 50 Registrations

($179 per month for support and licensing with a 12-month engagement.)

($179 per month for support and
licensing with a 12-month engagement.)

How to Get Started?

Web-Based Certification

Standard Registration: $849

special 15% discount
register for only $722!

Register Today and Boost Your Life & Annuity Sales!

Current Promotional Tier Pricing Ends In ...

which option is best for you?

Exclusive referrals, proprietary content, features, benefits,
deliverability, and support are all exactly the same with either option.


In Person
Web-Based
Certification Process
Learning Tempo
Fixed
Flexible @ Your Pace
Certification Start Date
July 27, 2026
May 7, 2026
Certification Completion
July 28, 2026
May 8, 2026
Date to Receive Referrals
≈ August 12, 2026
≈ May 15, 2026
Weather / Travel Delays
????
None
Days Away from Family / Office
4
0
Program Investment
Training Event Master Class
$595
$849 (discounts available)
Premier Marketing Resource Suite
$1,295
$0 - Included
Product-Centric Client Data Platform
$1,295
$0 - Included
Exclusive Premium Referral Access
$950
$0 - Included
Monthly Support & Licensing
$0 - Included
$179 (x 12 months)
Travel, Meals & Lodging
≈ $1,600
$0
Marketing Total
≈ $5,735
$2,997 (or less)
Select Your Best Option

use the industry's
most successful marketing system
to your advantage

simplicity that delivers

Decades of Insight, Real Results

0 +

Participating Agents

0 +

Referrals to Date

0 +

Years Experience

0 +

Families Assisted

quick to deploy, easy to use
everything is included

Exclusive
Premium
Referrals

Quick
Start-Up

Web-Based
Training
Option

Simplified
Integration

Fully
Flexible
CRM

Engaging
Presentation
Guide

Complete
PPT &
Scripts

Streamlined
Client
Enrollment

Back
Office
Fulfillment

Product
Transition
Guidance

our turnkey platform offers flexible online training and guaranteed, exclusive referrals

quick to deploy, easy to use
everything is included

Exclusive
Premium
Referrals

Quick
Start-Up

Web-Based
Training
Option

Simplified
Integration

Fully
Flexible
CRM

Engaging
Presentation
Guide

Complete
PPT &
Scripts

Streamlined
Client
Enrollment

Back
Office
Fulfillment

Product
Transition
Guidance

our turnkey platform offers flexible online training and guaranteed, exclusive referrals

quick to deploy, easy to use

everything is included

Exclusive
Premium
Referrals

Quick
Start-Up

Web-Based
Training
Option

Simplified
Integration

Fully
Flexible
CRM

Engaging
Presentation
Guide

Complete
PPT &
Scripts

Streamlined
Client
Enrollment

Back
Office
Fulfillment

Product
Transition
Guidance

our turnkey platform offers flexible online training and guaranteed, exclusive referrals

referrals

Our Referrals Aren't Just Leads

They're higher-quality opportunities that convert! 

100% Exclusive
To You

Built-In
Urgency

Interview
Requested

Life, Annuity &
Planning

No Contracting
Required

AI Real-Time
Delivery

No Per-Referral
Cost

100%
Guaranteed

Web-Based Certification

This Offer Won't Last
Start Now for Only $849

($179 per month for support and licensing with a 12-month engagement.)

($179 per month for support and
licensing with a 12-month engagement.)

Start Your Path to Greater Success!
Special Offer Expires In ...
Begin Today and Grow Your Book of Business!
"It's been a lot more successful than even I expected. I've actually been trying to keep up. I have been calling everyone within a day or two. Out of the first 41 referrals I received, I have actually reached 31 of them and made 29 appointments."
Sue TrimbleFinancial Services Professional
"These referred families are far more receptive than I imagined they would be - in fact, they are actually looking forward to meeting with me. I have been in financial services for over 20 years and I have never seen an approach as effective as yours."
Cliff WilliamsFinancial Services Professional
"You get these families at a time they have a strong, strong need. They could get a flyer for a seminar about retirement planning, or annuities, or tax deferral - and, they don’t care. With this, they care - and, they are ready to take action!"
Jim CrutchfieldFinancial Services Professional
"I wanted to let you know that my partner and I have built an incredible life and annuity practice over the past 10+ years. Every client we have is as a result of your system. If you are in financial services and don't use your program, you are working too hard."
Thomas KilfoyleFinancial Services Professional
"Thank you for creating this system and making it so workable for both Advisors and families. Everything from the start to the finish is done with care and expertise. I currently have a little over 400 life and annuity clients as a result of your program."
Tom ComerFinancial Services Professional
“As an Advisor, I appreciate the genuine input I receive regarding my role in the overall process. I know that not only do I benefit from the guidance and answers you provide, but my client families can fully depend on your experience, resources, and knowledge.”
Marty McCainFinancial Services Professional