Personal Brand Funnel (Program Deep Dive)

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This resource is designed to help you understand EXACTLY how to use the Personal Brand Funnel to book appointments with high quality clients and sell MORE Annuity/IUL!

Table of contents

  • Average Client Expected Timeline

Average Client Expected Timeline

1
2
3
4
5
1

0-7 Days

  • Onboarding form submitted + kickoff call completed
  • Our team launches a pre-tested ad campaign (gets you leads FAST)
  • Appointments start landing on your calendar — sometimes within 24–72 hours
  • Some clients close their first sale within this first week
2

7-14 Days

  • Most clients close their first IUL or annuity case in this window
  • We deliver your custom personal brand scripts and video training
  • You film your personal brand video(s) — we handle all editing and funnel setup
  • Your pipeline begins filling with higher-quality, in-pain prospects
3

14-30 Days

  • Personal brand funnel goes live with automated follow-up and booking
  • We monitor lead quality, booking rate, and conversion data
  • You continue closing sales and building your monthly production
  • You get ongoing support on objections, scripting, and deal strategy
4

30-60 Days

  • Weekly ad review + strategy adjustments by our marketing team
  • Continued production and improved close rates
  • Coaching calls with 7-figure advisors to improve pipeline, positioning, and scale
  • Optional: add retargeting, nurturing, or follow-up automation layers
5

60-90 Days

  • Scale your ad spend with confidence
  • Hire appointment setters to take over lead follow-up
  • Begin recruiting agents and stepping into agency leadership
  • Or keep it lean and just stack big policies — your call
  • Qualify for advanced support, backend offers, or a case study feature

Frequently Asked Questions

Couldn't I just do this myself for cheaper?

Maybe you can. The question is, how much is your time worth? Would you rather spend months creating a funnel, writing video scripts, managing a team of video editors, creating automations and managing your ads… OR hire our team to do all of that for you while you focus on selling?

If you're a top producing agent or agency owner, you'll actually SAVE money by hiring our team instead of wasting time trying to do this yourself.

How quick is the turnaround time?

It usually takes about 2 weeks to get everything ready. If you film your videos quickly, it can be even faster. Plus, we can start running non-branded ads right away so you can get leads while we build your branded funnel.

Do I have to be in the videos?

No, you don’t have to be in the videos. You can use one of our trusted actors instead. We do recommend being the face of your brand, but if that’s not an option, we can still run high-converting branded ads for you.

Is this TCPA compliant?

Yes, all of our lead forms include an opt-in that requires the leads to agree to be called, texted and emailed by your business.

Is this compatible with my current CRM?

If you have an existing CRM, you can use it. However, all of our automations and funnels are only available with AdvancedAgentCRM.

How long have you been doing this?

We've been in the insurance industry since 2021 and have helped over 4,723 agents with lead generation, automations and selling systems.

Do I need to change my contracts to work with you?

Nope! We are not recruiting agents. We are a Marketing and Growth Partner for agents and agencies.

3 Fundamental Flaws With Buying Leads

#1: You're perceived as a telemarketer

And in case you haven't realized, everybody HATES telemarketers…

When You Buy Leads, Here’s What Happens:

  1. Someone fills out a random form online
  1. You have no idea what the ad said
  1. The lead is often misinformed or confused
  1. You call them — they don’t know who you are
  1. You sound like the 10 other agents who called them that day
  1. The lead assumes you’re just trying to sell them something
  1. They ghost you, hang up, or say “I’m not interested”
  1. You spend all day chasing cold leads who don’t want to talk to you

Why This Hurts Your Closing %:

  • Telemarketers are ignored, avoided, or hung up on
  • High-income clients don’t buy from telemarketers — they buy from trusted advisors
  • If you’re chasing them… it screams low status

#2: You have no credibility or trust built

It's like trying to climb a mountain. You are trying to convince someone who doesn’t know you, trust you, or even want to talk to you… to spend thousands of dollars on a financial product they don't even fully understand…

  • Wealthy people want to work with the best in the business — not just whoever called them first
  • If you’re cold calling… you instantly look like a low-status, desperate salesperson
  • You’re trying to sell a complex financial product to someone who doesn’t know you, trust you, or even want to be on the phone with you.

What this leads to:

  • “What’s the name of your company again?”
  • “I’ll need to do some research.”
  • “Can you send me something to look over?”
  • “I’ll have to talk to my financial advisor.”
  • “I need to think about it…”

#3: You’re Completely Dependent on a Lead Vendor

When someone else controls your leads, they control your business.

  • You don’t know what their ad said
  • You don’t know if that lead was sold to 5 other agents
  • You don’t control the flow, the cost, or the quality
  • And worst of all… you’re building their business, not yours

The worst part?

  • You’re not building a brand
  • You’re not building trust
  • You’re not building a business that lasts

You’re just renting someone else’s marketing machine — and you pay more every month to keep it running

How To Become A Trusted Advisor, NOT a Telemarketer

Like we just covered, when you buy generic leads you are viewed as a Telemarketer, NOT a Trusted Advisor…

This means your perceived status is LOW.

And your trust is LOW.

Telemarketer Method

Instead… What we do is we position you as a Trusted Advisor so that leads chase you instead of you chasing them.

We do this by helping you create video content that leads with education.

That way, the leads watch your video and view you as an expert before you ever even speak to them.

Your perceived status is HIGH.

And your trust is HIGH.

Trusted Advisor Method

Imagine this:

You film a video one time... That single video becomes a digital asset—working for you 24/7.

Every time a prospect enters your sales process or searches for information online, they’re greeted by you.

They hear your voice, see your face, and learn directly from you. Trust is built instantly—without you lifting a finger.

Think about your own behavior:

When you’re researching something important—like for example a marketing company for your insurance business —do you trust a random cold caller or some guy who DM's you on Facebook?

Or do you want to buy from the marketing company that gives you value and education before you ever even work with them ;)

Your prospects are no different. They’re going to do their research no matter what.

The question is: will they learn from you—or someone else?

If you’re still manually chasing down leads or relying on generic marketing, it’s only a matter of time before someone else beats you to your own prospects.

Personal Brand Funnel Visualized

What Most Agents Do:

What We Do:

Click HERE for a larger version of this image

How It Works: Step by Step

Create Compelling Ads

We develop premium ads targeting affluent audiences. We put you and your branding in the ad so that prospects become familiar with you before you speak to them.

Educational Content

We send leads to an educational video that positions you as an expert and builds trust and credibility.

Direct Booking

Leads book directly onto your calendar after watching your training video. We send emails and follow up reminders to increase show rate.

Automated Follow-up

We help you create value-driven videos that nurture your leads on autopilot.

What We Provide

Done-For-You Marketing

Premium ads, scripts, and video creation.

Video Production

Professional support for training and follow-up content.

Pre-Built Funnels

Sophisticated automations that nurture affluent leads.

Ongoing Support

Continuous optimization for maximum performance.

Client Results & Testimonials

$40K+

Premium Life Cases

Sample policy size from personal brand funnel-generated leads

$500k+

Annuity Cases

Sample annuity size from personal brand funnel-generated leads

30%

Lead To Booking Ratio

Average conversion of leads to booked appointments

$600 Spent On Leads, $52k AP

$156k Annuity & $17k AP (1 Week)

$1400 Spent, $10k AP

$30k/mo Working 3 Hours Per Day

Cole's Experience With AAM

$24k On 1 IUL Policy

Valuable Videos

How To Sell Annuities Virtually (With Tom Hegna)

How We Use Video Ads To Generate Annuity & IUL Leads

How To Sell IUL Virtually (With a $100k/mo Producer)

How To Generate High Net Worth IUL Leads

3 Tips To Making Millions Selling Insurance

How I Book 8-10 Appointments Per Day