Marketing

Advisors Ignite USA offers several lead programs to put you in front of prospects immediately.

Educational Workshops

We believe educational workshops are more effective than dinner seminars. Why? Because your audience is genuinely interested in the topic, not just the free meal. We can connect you with trusted vendors who help fill the room and provide presentations and workbooks. Additionally, we have a mentor available to teach you the keys of presenting, booking appointments, and conducting client interviews. And once you start writing premium with us, we’ll cover the cost of your events!

REAL ANNUITY PROSPECTS (RAP)

For one-on-one prospecting, we work with vendors that generate high-quality leads. These prospects land on an informational annuity website, where they fill out a form requesting to speak with an annuity professional. While this is already a decent lead, we take it a step further. Our call center contacts the individual to confirm they have available funds and are open to speaking with you. In the right hands, these leads are invaluable. Our smartphone app also helps nurture these prospects into clients. And just like with educational workshops, we’ll cover the cost of your leads—provided you’re writing business with us.

PRESET APPOINTMENTS WITH STATE AND FEDERAL EMPLOYEES

We have access to several firms that set virtual appointments with state and federal employees. You can determine the demographic you want to work. Our annuity producers target prospects ages 55 and older. The appointments are guaranteed. If the prospect doesn’t attend the meeting the appointment is replaced. And like our other prospecting systems, we will cover the costs!

AIUSA ANNUITY SALES APP

So you generated a lead. Let’s win that business. Let’s face it, in this day and age prospects hide behind voicemails and emails. So, you should approach them differently. Via text message. Our smart phone app texts high quality videos to prospects. You know if they watched the video and how many times they watched it. Talk about the perfect way to time your follow ups! This tool is FREE to advisors placing business with us.

ADVISORS IGNITE PROUDLY INTRODUCES OUR S.W.A.T. PLATFORM

STRATEGIC WEALTH ADVISORY TEAM

WHAT IS S.W.A.T.?

S.W.A.T. offers comprehensive case design that includes estate planning, asset protection, life, AB-LTC, annuities, buy/sell planning, business valuation, and of course AUM. We have a unique team to help advisors offer holistic advice to their clients.

S.W.A.T. BENEFITS

Prospecting Systems
Point of Sale Software
A Bridget to AUM
An RIA Where Your AUM Creates Ownership
Smart Phone Annuity Sales App
Marketing Reimbursement
Technology Driven Product Selection & Case Design

PROSPECTING TAILORED TO YOU

We find that agents generally fall into two categories: those who prefer live events and those who focus on one-on-one prospecting. We offer exceptional solutions tailored to both approaches.

From helping you produce lead-packed, live educational workshops to high quality lead sources, we have the resources. And once you start writing business with us, we cover the costs.

POINT OF SALE SOFTWARE

OP Risk is the industry’s leading point-of-sale tool, helping leads understand why they should replace their current advisor with one using this software.

Build FIA portfolios that increase risk-adjusted returns, compare FIAs to bond indices, use the retirement planner or the IRMAA app. OP Risk has these features and more.

BRIDGE TO AUM

Insurance agents can partner with our RIA to review a prospect’s current portfolio, overcoming the limitation that prevents insurance agents from reviewing investment portfolios themselves. This collaboration strengthens the sales process by giving agents access to investment analysis.

Stress test portfolios, offer FIA alternatives, find better client solutions.

NOT ALL RIAs ARE CREATED EQUAL

Introducing AS WEALTH MANAGEMENT. Unlike many typical RIA’s, ASWM offers ownership opportunities. When advisors join ASWM, their AUM counts toward ownership in the RIA. This means advisors retain ownership of their AUM while also benefiting from ownership in the larger RIA, effectively doubling the value of their book.

MOBILE APP

Our smartphone app is a game-changing prospect nurturing tool designed to keep your leads engaged. Consider a high-tech way to stay in touch with clients beyond phone calls and emails, that won’t let promising leads suddenly go cold.

MARKETING REIMBURSEMENT

Our top representatives let us cover their prospecting costs, and we offer a Fast Start option to kickstart our partnership. Contact us for details.

TOOLS & RESOURCES

Annuity Rate Watch (ARW) and Indexalyzer are two essential tools designed to help you select the right annuity for any situation. We offer both on our advisor dashboard along with many other essential tools and resources.

SUBSCRIBE TO OUR MAILING LIST

Stay up-to-date with our upcoming events! Follow us online or subscribe to our mailing list for an invitation to our weekly webinar. You’ll also recieve rate updates, regulatory announcements, sales tips, and so much more!

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