John has worked in the financial services industry since 1990. The knowledge he has accumulated over decades in the securities and insurance industry proves invaluable when you’re struggling to place the case of your career. From premium financing, to advanced underwriting and case design, John can lend a steady hand to bring everyone’s interests together. Experienced producers understand, that until that happens no one wins.
Those who know John value his extensive management background and personal production experience. His executive roles and face time with clients have adequately equipped him to guide financial professionals through the gauntlet of business-killing complications. When you’re a producer who needs to get business issued you’ll benefit from John’s expertise.
As National Vice President for AMZ Financial, John heads up the broker/dealer relationships and works directly with several Independent Marketing Organizations, General Agents and individual producers. John also manages special projects for AMZ Financial including being the in-house expert for premium financing and life settlements.
John has his Series 7, 24, 53, 63, 65, life, health, and variable licenses, and is a Registered Principal of and offers securities and investment advisory services through SagePoint Financial Inc., member FINRA/SIPC.
As you know, the Premium Finance world has not seen any real new developments until now. Access the OnDemand webinar to learn more about an exclusive premium finance opportunity that offers the following benefits to your clients:
We’ve exclusively secured the first tranche of $50 million to lend out, as well as a carrier willing to take the business. We’re looking for partners who could benefit from this exclusive opportunity.
More and more people today go online to research an advisor prior to working with them. If you have a website or social media account (Facebook), you need professional consumer-focused videos you can share. As a contracted producer with AMZ Financial, we provide you with 10 custom-created professional videos you can use. This valuable service will elevate your website and social media profile ... and we provide it all at no cost to our producers.
Prospecting 365 automates your prospecting and client management efforts 365 days-a-year. Now you can stay in constant contact with your leads, prospects and clients ... and because you nurture these relationships, when they're ready to make a financial decision they turn to you for help. Learn how you can have a 275% Return on Investment (ROI) by using a predictable and automated way to grow and nurture your business every day of the year.
With the Preferred Producer Group, we offer the top-rated and most popular IUL products ... and we'll pay 105% on your IUL production. The program rewards top-tier insurance professionals when they sell Indexed Universal Life (IUL) through AMZ Financial. To learn more, click here.
As an advisor, you should explore and use multiple strategies to fill your lead funnel. To become a successful insurance producer, you must first develop a long-term marketing plan and most importantly, commit financial resources to see that plan through. This book shows you the five most effective and proven ways to fill your sales funnel.
We guarantee that the Consistent Advisor coaching and marketing support will double your production in 12 months without tricks or gimmicks. Prospecting alone doesn't drive sales. To make more sales you need to effectively convert prospects into clients. Consistent Advisor provides you with the tools, tips and techniques to be a better advisor. In fact when properly implemented, you will sell more life and annuity products than you ever thought imaginable.
Many hard-working people today are setting aside money for retirement, but most of them may be making a huge mistake. Not only are there major risks in the traditional retirement approach, what many people don't realize that it may not be the amount of money they're saving for retirement, but where they're saving it that matters most. This video encourages the prospect to look for a strategy with more benefits and less risk.
Start Selling IUL Virtually
With a good work ethic and the right knowledge, in the next 90 days you could make $32,000 to $150,000 selling IUL virtually in today's tech-driven world. Many advisors struggle getting in front of the right target market for IUL, until now. Download this valuable e-book "The Five Keys to Selling IUL Virtually" and you'll discover a better way to prospect and grow your business.
Learn How to Sell More IUL
Each and every top advisor or producer that sells Indexed Universal Life (IUL) helps their clients realize that IUL is the only life insurance product that can meet the needs of those looking for significant cash-value accumulation potential, along with guarantees that protect their earnings from market volatility. In fact, according to LIMRA, IUL sales continue to grow and gain market share. Get the eBook now.
Today, more and more people save money in qualified 401(k) plans and they don't realize the problems that these plans create. If they only knew a better way ... and this proven client presentation helps the prospect see the value in purchasing an IUL policy. Request access to this amazing presentation that you can use in face-to-face meetings or workshops to clearly convey how IUL is a solid way to supplement their retirement savings.
If you are growing your insurance business by conducting prospecting workshops or dinner seminars we have some great news for you. We offer the 3-for-1 workshop incentive. Here's how it works, if you pay for three prospecting workshops, and then place premium from those workshop programs, we will reimburse you for your fourth workshop. Learn more now.
Do you want to generate more sales through the most proven seminar system we’ve ever seen? This turn-key program generates on average 40 prospects. Then approximately 90% of those attendees set one-on-one appointments. When they come in, you help find solutions to their income planning needs. Your clients crave this valuable information, because the difference between a good election decision and a poor one is regularly more than $100,000 in income.
Learn about a break-away prospecting opportunity that gives you more qualified people to see. We've thoroughly vetted this program and we know from first-hand experience that it generates results. As you know, some prospecting programs work better than others, and we're here to say that workshop marketing isn't dead. This program will change the way you look at seminar marketing.
With the Pre-Set IUL Appointment program you have one of the most cost-efficient prospecting program available, and you can qualify to receive an extra $1,500 every month to help offset your prospecting costs. Honestly, other IUL prospecting programs require a lot more work, and you’re never sure if it will lead to an appointment. Instead of conducting seminars, workshops or sending direct mail and hoping someone responds, this programs delivers appointments that are ready to be worked.
With the Financial Wellness@Work program, we've cracked the code on gaining access through the employers. In fact, the employers almost beg our advisors to come in and work with their employees. This isn't a program that promotes a product or worn-out sales pitch. It's a territory-protected, professional program that generates a constant stream of new prospects. Learn more now!
One of the biggest untapped opportunities for you as financial advisor is leveraging all the technological advances available to you such as social media, video production services and web-based leads. To be successful in today’s technology-driven world, you need to have a compelling online presence for your financial services business. By using the tools, tips and strategies mentioned in this ebook, you can effectively use technology to market and grow your financial services business.
Did you know that seventy percent of higher net-worth prospects will never attend a public seminar event? That’s why we offer the One-on-One Appointment Program. This program targets individuals with income producing assets in excess of $250,000 and includes a direct-mail offer that generates one-on-one office appointments.
FAST Team Specialist
866-204-7712 | Ext. 114