MarketingSimplified.io
Client Wins

Real producers. Real bookings.

A snapshot of what happens when the right people see the right offer — and we run the machine that gets them there.

Featured Case Study

$4M in qualified assets — in the first 7 days.

A Texas-based annuity producer doing $5M/yr in production came to us after burning through $32K on dinner seminars in one quarter. We built his funnel under his brand — ads, VSL, landing page, qualification, and nurture — and went live in 18 days.

By day 7, he had identified more than $4M in investable assets across pre-qualified bookings. By day 11, he had closed his first case directly from the funnel.

  • Launched ads + VSL · Day 1
  • First qualified booking · Day 3
  • Five appointments held · Week 1
  • $4M in identified assets · Day 7
  • First case closed · Day 11

Day 1 – Day 30 snapshot

Assets identified

Day 7

$4.0M

Appointments held

Pre-qualified

12

Avg prospect assets

Investable

$680K

Show-up rate

First-call bookings

91%

Cases closed

By day 30

3

"By day seven I had over $4M in identified assets sitting in my calendar — and not one of them had any idea who I was before the funnel launched."

— Anonymous producer, Texas

Real Results

When the right people see the right offer — they show up.

A snapshot of producer outcomes from the last 90 days.

$4M

in qualified assets identified in 7 days

Texas producer — first full week live with the funnel.

"After my first two weeks, I've already talked to three prospects with over $6M in investable assets. Looking forward to seeing how this goes — this looks very promising."

Steve Dittman

Annuity Producer

$500K–$1M

average prospect assets

Across the last 90 days of pre-qualified, booked appointments.

Sample SMS exchange
"Hi John — Margaret here. Saw your video, $740k in IRAs, husband retiring in Sept. Tuesday 2pm works."
Perfect — see you Tuesday, Margaret.
Qualified appointment booked

87%

show-up rate on first-call bookings

"Best part isn't the leads — it's that I own this. If I stopped the ads tomorrow, I still have the funnel, the list, and the brand. That changed how I think about my business."

Anonymous Producer

Arizona · $4M/yr

15+

annuity clients guaranteed in 90 days — or full refund

Results shown reflect specific client outcomes and are not a guarantee of future performance. Individual results vary based on market, offer, and execution.

What Producers Say

The same story — from different ZIP codes.

"We were spending $9K/mo on dinner seminars and not breaking even. The first month on the funnel we closed three cases — and I never had to call a 'lead' that didn't know who I was."

Anonymous Producer

Florida · $7M/yr

"I own the funnel now. The list, the VSL, the brand — all of it. If I stopped the ads tomorrow, I still have the asset. That's the part nobody else offers."

Anonymous Producer

Arizona · $4M/yr

"Bookings are already pre-qualified for $500K+. I just show up, run the meeting, and close. My Mondays don't suck anymore."

Anonymous Producer

Ohio · $3.5M/yr

"The VSL did the work. By the time my prospects hit my calendar they already trusted my approach and were ready to talk numbers."

Anonymous Producer

California · $6M/yr

"I've worked with three other marketing firms before. This is the first one that built the actual asset and handed it over. Night and day difference."

Anonymous Producer

Texas · $5M/yr

"Show-up rate is something like 9 out of 10. I used to count on half my appointments ghosting. That math alone changed my month."

Anonymous Producer

Colorado · $4.2M/yr

Ready when you are

Ready To Double
Your Production?

Stop renting leads. Stop running dinner seminars. Wake up to a calendar of pre-qualified retirees ready to move into safe retirement buckets — and just show up and close.

  • Show up, close, and collect
  • Funnel under your brand — yours to keep
  • 15 clients in 90 days, or full refund
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