The Story
Rob is a producer from Iowa with about 15 years in the business across Medicare, long-term care and annuities, who came to us to diversify his marketing. In roughly three months on the funnel he spent $18K on ads ($4K, $4K, then $10K) and has three annuity applications submitted totalling $1.55M — an estimated ~$108K in commission once they fund, assuming a 7% rate — with around $6 million more in opportunities he's still working. He talks through how ready the people he's calling are, why he scaled his spend, and why he treats ad spend as an investment in himself rather than a cost.