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John Scheer
National Vice President

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.

Schedule a Call with John Scheer

 

Email: jscheer@amzfinancial.com 

Start online contracting with our full line-up of carriers.

 

Exclusive Premium Finance Opportunity

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Get the onDemand Webinar Now

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:

  • Laddered loan amount
    • 10-year Fixed Rate Ladder Loan
    • 10-year Laddered Repay
    • Generates higher surrender value and death benefit 
  • Borrower not required to take an annual draw
  • Loan administrator & loan servicing to help you get the case placed
  • Minimum loan amount: $1,000,000
  • Maximum loan amount: $10,000,000

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. 

About AMZ Financial

 

Business and Practice Management


 

My First TakeTM 

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Receive 10 Custom-Created Videos for Free

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.

 

See a 200% ROI On Your Marketing

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Automatically Nurture Your Leads Into Clients 

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.

 

Join Our Preferred Producer Group

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Earn 105% on Your IUL Sales Plus Bonuses

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.

 

Keep Your Lead Funnel Filled

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A Practical Guide for Financial Professional

As an advisor, you should explore and use multiple strategies to fill your lead funnelTo 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.

Consistent AdvisorTM

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Double Your Production - Guaranteed

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.

 

Share A Free IUL Video
video-1-6-animate.gifGet A Free IUL Client Prospecting Video

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

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The Five Keys to 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

six_strategies_to_iul_success_2018.pngSix Strategies to IUL Sales Success

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.

Prospecting Opportunities


 

IUL Client Presentation

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Present The Case for IUL

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.

 

3-For-1 Prospecting Offer

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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.

 

Max My Social Security Benefits

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Know the Rules -- Dominate the Game

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.

 

Enjoy Prospecting that Works

Prospecting that Works

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.

Pre-Set IUL Appointments

Pre-set IUL Appointments

We Create the Appointment -- You Close the Sale

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.

 

Financial Wellness@Work

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Crack the Corporate Door

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!

 

Use Social Media to Generate Leads

ebook_3d_web.pngGet This Book and Rock the Digital Age

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.

 

One-on-One Appointment Program

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Target the High-Net Worth Market

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.

 

My Support Team


 

Contracting & New Business
866-204-7712

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Karlee Bier
Contracting & Licensing
866-204-7712 | Ext. 136
kbier@amzfinancial.com 

 

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Rachel Sanfilippo
Case Manager
866-204-7712 | Ext. 130
rsanfilippo@amzfinancial.com

 

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Dawn McGowan
New Business Manager
866-204-7712 | Ext. 118
dawn@amzfinancial.com 

 

FAST Team Support
866-204-7712 | Ext. 555

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David Hall
FAST Team Specialist
866-204-7712 | Ext. 114
davidh@amzwebcenter.com