Client Win
Tracy TamuraClosed $880K in Annuities and $300K in AUM
Tracy closed $880K in annuities and brought on $300K in AUM in under 60 days — a $400K income annuity, then a second case with a $480K annuity and $300K under management — with a multimillion-dollar annuity and AUM opportunity now in her pipeline.
The Story
Tracy closed $880K in annuities and brought on $300K in AUM in under 60 days — a $400K income annuity, then a second case with a $480K annuity and $300K under management — with a multimillion-dollar annuity and AUM opportunity now in her pipeline. A 30-year industry veteran who works both annuities and AUM, she walks through how she works the leads, why she chose us after interviewing three companies, how compliance signed off within days, and what it takes to succeed: a process, and the activity to work it.
Results shown reflect specific client outcomes and are not typical or guaranteed.
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marketing services firm and is not affiliated with any insurance carrier.