Income for Life Meetings
How It Works
1)
AGENT SETUP
Completes Onboarding • Requests to receive annuity meetings • Agent gets added to Wealth Express • Pays for meetings • Connects calendar and working hours
2)
Prequalifying Phone Call
- Call center rep will qualify client’s interest and has at least 50K investable assets
- Rep will gather consumer’s information address and meeting time
- Rep will place meeting on licensed agent’s calendar based on “working hours” and connected calendar’s open availability
- Text will be sent out to agent and consumer as well as quiz results can be found in the agent’s portal
3)
Going To The Meeting
- Our confirmation team will verify consumer’s interest and total investable assets
- In Person: Confirm consumer’s information, address and meeting time
- Virtual: Confirm consumer’s information, zoom link and meeting time
- Agent will receive updates and communicate
with consumer prospect through the Wealth
Express Portal
4)
POST Meeting
- Licensed agent communicates on ALL Annuity Meetings received via notes and dispositions, this includes frequent updates when meeting requires multiple follow ups
- QA team reviews Meetings against agent’s notes and disposition
5)
QUALITY Annuity MEETING
- Meeting will be billable if not cancelled through our portal, called in to cancel or passed QA metrics. Billing process is located in our portal
6)
CURRENT PRICING
- Each virtual and in person meeting will cost $300
- Meetings can be purchased at any time via our Buy More feature or Agency Funding