Internal Sales Tool| FSIB

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

Top Contracts with a family atmosphere - You are not just a number to us & we answer our phones "live".

Personal Service - (Family Atmosphere) Dedicated Sales Manager, Daily Status.

See More People - Seminar Accelerator, TableTalk, Sound Annuity Solution, Retirement.Radio, YouTube Production

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

Annual trips since 2002 - Fontaine Bleau - March 2025 only $1.5M

Solution Driven Focus

Internal Sales Tool

Sound Annuity Solutions (SAS)

TV generated leads
Consumer initiated annuity leads
Exclusively yours to work
Personalized landing page
AMP CRM
- Leads automatically imported
- Automated texting and emails
- Opt-in to protect you
Leads sent to your inbox twice a week
Marketing content
- Videos/landing page
LOW cost
- Just $500 for leads and a CRM system

Seminar Accelerator

Turn-key seminar program
Mentorship
- 1 on 1 with a $25M annuity seminar producer
Unique
- Appointment strategy
- Meal strategy
- No assistant necessary (great for a one person office)
Seminar slides
- Multiple presentations available
- Tailored to you (Hegna slide available)
Seminar material
- Mailer
- Handouts
- Pre and post seminar prep
Training
- In-person collaboration throughout the year (San Diego, Houston, Tucson conferences.)

TableTalk

LOW cost ~$500 out of your pocket
Small group setting
- Maximum of 16 participants
Engaging materials included
- Fill in the blank booklet
- Facilitators guide
- Handouts
- PowerPoint if desired
Perfect for agents:
- With existing client base (Medicare/other)
- Looking for lower cost marketing
- Looking for referrals
Attendance generation:
- By personal invitation
- Mailers
- Facebook marketing
Incentive
- FSIB will help cover costs and even reimburse you for $500 once you start writing business through us

Automated Marketing Platform (AMP)

Full CRM
- Automated marketing program
NO COST
- FSIB covers the full cost for agents working with us
Automation
- Automated emails/texts
- Birthday and holiday texts
- Check in texts throughout the year
- Monthly email keeping your clients/prospects informed
Workflows
- Pre-built
- Build your own
Seminar slides
- Multiple presentations available
- Tailored to you (Hegna slides available)

Retirement Radio

Full professional radio production
- Includes scripting, podcasting, co-hosts, and commericals
LOW COST
- As little as $500 a month depending on your market
Outreach
- 91% of Americans over 50 listen to radio every month
Check out Another Money Showhttps://624b566b360063-96204580.castos.com/playlist-player/39949

Questions to Agent

Why do you do what you do? (Find out what drives them)

What is your main market?

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

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

TableTalk:

AMP:

FL Agent - 30% engagement after just the first Text - opt in.

RetirementRadio: