Live in Grand Rapids, MI · September 23 to 25 · Early Bird pricing ends in ...
Live 3-Day Mastermind · Grand Rapids, MI · September 23 to 25
Are You The Thing Limiting Your Practice?
Spend three days inside a $400 million annuity office and see how the machine actually runs.
It's a three day, in person mastermind where you watch the marketing, the sales process, and the operations of a working top producing practice.
Room capacity is capped at 100 agents.
For licensed insurance and annuity professionals only.
Is This Room Right For You?
This is for you if:
- You are a licensed agent or advisor writing annuity business now and you want to write more.
- You are doing roughly $1M to $10M a year and you have hit a ceiling.
- You are the bottleneck. The business still runs on you doing almost everything.
- You want to see a real operating practice, not sit through theory.
This is not for you if:
- You are not licensed yet or you are not in production.
- You are looking for a magic pitch or a lead-buying hack.
- You want to be told what to do instead of shown how it works.
You Are Not Sitting Through A Sales Pitch For Three Days
Most events put you in a ballroom and talk at you. This one puts you inside a working annuity practice. You watch the seminar. You see the sales process. You walk the office and ask the people who run it whatever you want.
Wednesday, September 23
Noon to 5:00 PM
Guest arrivals and check in
6:00 to 8:00 PM
Dinner and live seminar presentation. Tom presents his award winning annuity seminar live, exactly the way he presents it to clients.
Thursday, September 24
8:00 to 8:45 AM
Breakfast
8:45 to 9:30 AM
Session 1. Industry update and market opportunity. Tom's philosophy and journey. How to structure your business.
9:30 AM to Noon
Session 2. Seminar marketing, marketing funnels, and the metrics that actually matter.
Noon to 1:15 PM
Lunch
1:15 to 3:15 PM
Session 3. The sales process, closing, and handling objections.
3:15 to 3:30 PM
Break
3:30 to 5:00 PM
Session 4. Carriers and products, product positioning, and how to illustrate.
6:00 to 9:00 PM
Group dinner and entertainment
Friday, September 25
8:00 to 8:45 AM
Breakfast
9:00 to 11:00 AM
On site office visit at Jacobs Financial Services and executive round table with Tom's leadership team. New business, client services, and operations leads at one table answering your questions.
11:15 AM to 5:00 PM
Departures
The Friday office visit is the part you cannot get anywhere else. You will see how the departments are split, how a case moves from application to delivery, and why the producers never touch paperwork.
What You Will Learn
Session 1
Industry Update And Market Opportunity
Where the fixed index annuity market is right now and where the money is moving. Tom's philosophy, his journey, and the structural decisions that changed his business.
You will also see how the practice is organized, department by department, and why that structure is what allows it to scale.
Session 2
Seminar Marketing And Funnels
The seminar system Tom has run 220 times in a single year. How the invitation works, how the room gets filled, and how appointments get booked at the table before anyone leaves.
The metrics that tell you a campaign is working and the ones that mean nothing.
Session 3
Sales Process, Closing, And Objections
The same process for every case, every client, whether it is $50,000 or $5 million. Rinse and repeat.
Every objection you are going to hear, and the exact language for handling it before the client says it.
Session 4
Carriers, Products, And Illustration Strategy
How to position products so the client understands the decision. How to build and present an illustration that holds up.
What to look for in a carrier relationship and how those relationships actually work.
Your Host
Tom Jacobs
I got started in this business broke and frustrated. I could see the opportunity and I had no idea how to execute. What changed everything for me was sitting in someone else's office for two days and watching how they actually did it.
You are coming into my office and I am showing you the whole thing.
- Over $400 million written in fixed index annuities personally
- Number one Allianz producer in 2022, number eight all time with Allianz
- American Equity Chairman's Club, three consecutive years
- 220 dinner seminars in a single year
- Five to seven client appointments a day, six days a week
What Agents Say
Hear It From Agents Like You
Curtis James
Adam Armbruster
Mike L
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What Is Included In Your Registration
Two nights of lodging at the event hotel, Wednesday and Thursday
All meals including the Wednesday dinner seminar and the Thursday group dinner with entertainment
All four business sessions with full course materials
The complete program workbook and sales manual excerpts
The Friday office visit and executive round table with the leadership team
Direct access to Tom across all three days
Not included: airfare and ground transportation to Grand Rapids. Everything else is covered once you are here.
Reserve Your Seat
Early Bird pricing ends August 8.
General Admission
$295
Goes to $395 on August 8
Everything in the program.
- All four business sessions
- Wednesday dinner and live seminar
- Two nights lodging and all meals
- Friday office visit and executive round table
- Complete workbook and materials
VIP
$995
Ten seats only. Tom's time, one on one, before and after the event.
- Everything in General Admission
- A private one on one strategy call with Tom before the event so you arrive with a plan instead of a notebook
- Front row seating for all four sessions
- Seat at Tom's table for the Thursday group dinner
- A private follow up call with Tom after the event to turn what you saw into your next 90 days
10 of 10 VIP seats remaining
Secure checkout through Stripe. Refunds available through Sept 1. After that date your registration covers a hotel room that is already committed, so it is non refundable. Tickets are not transferable.
One Thing You Should Know Before You Register
I run an annuity practice and I am building a marketing organization. On Friday, I am going to explain how agents can work with us directly, either as a coaching client or by contracting their business under our umbrella.
That is a real invitation and I am telling you about it now so it is not a surprise on day three.
Here is the part that matters. If you never take me up on it, you still walked out with the full seminar system, the full sales process, and a look inside an operating practice that most agents never get. The content is the content either way. Come, take everything, and decide what you want to do after.
Getting There And Staying There
Venue
[VENUE NAME AND ADDRESS]. Sessions, lodging, and meals are all in one building.
Airport
Gerald R. Ford International Airport (GRR), [X] minutes from the venue.
YOUR HOTEL ROOM
Wednesday and Thursday nights are included in your ticket and booked for you. You do not book anything.
Arrive
Wednesday September 23rd before 5:00 PM. The dinner seminar starts at 6:00.
Depart
Friday after 11:15 AM. Book afternoon or evening flights.
Heads up
ArtPrize is happening in Grand Rapids that week and the city fills up. Your room is held inside our block. Register before September 1st so we can confirm it.
Dress
Business casual.
Questions
Three Days. One Room. The Whole System.
Come see how a $400 million practice actually runs, then go build yours the same way.