Mike Gegelman Moderator: Answer Posts: 151 Date: 5/14/2010
Originally Double Your Revenue's Annual Review Millions program was intended to be a $3,497 system and at that price-point I would have heavily over-delivered. However, you can expect a fee *significantly* lower than that.
Keep in mind that once this is set up, it's a very low-cost revenue generating system to operate...which is a HUGE difference because as you know the typical front end revenue generating systems like seminars and direct mail programs always cost small fortunes to operate every time you want to generate leads.
So Annual Review Millions is basically a *one-time* fee for a *life-time* of income, whereby you end up writing new business on as much as 80% of your client review appointments!...
I am a new agent with no clients, just starting out. I have a 218 license, which is life, Health, & Fixed annuity products, and I do not feel at this time,this would be right for me, as an agent starting out. Plus I am starting my business with very little cash. The reason I am in the Business is the potential of a good income, after, I lost my job & was not able to find one for the past year?
Mike Gegelman Moderator: Answer Posts: 152 Date: 5/18/2010
Congratulations on your career change and many blessings to you!
Achieving success in this business has a lot to do with an agent developing successful revenue generating systems and methods. Too many agents and advisors make the mistake of not thinking about their businesses strategically, as a business, and instead get caught up in all the "technical" things like licensing, CE, designations, product knowledge, etc.
This business is very entreprenurial, it can be very tough at times; look for that which will give you an advantage.
The secret weapon behind every successful business is their "systems"... For many, many years ARM has been one of my secret weapons and now is the secret weapon of near 400 agents and advisors nationally.
Here's another tip for what its worth: Surround yourself with and learn from others who are both positive and successful and have already "been there and done that", this can save a new agent a lot of time and frustration.
Your subscription to our newsletter will introduce you to a lot of this! And you'll hear from others who are doing the same!
I believe what you say and I know it is a fine product, however, in my case, I am new in this Annuity business. I have done about 80 living trusts, and have tried to follow up most of those to do annuities, of which I have done about 20 Annuities and I have gone back to them for a Review, but that was it, there was not any money to move. I am frustrated, trying to figure how I could immediately use your Annual Review Millions.
I am not an Investment advisor However I am a Mortgage Loan Originator (Certified Mortgage Planner)...I get paid for doing loan transactions on a purchase or refinance. Natural with the way this industry has been this year its been pretty scary not only trying to get new clients for a transaction but also trying to get the lender to accept the loan but to also make sure the property will appraise out. I am dealing with usually 10 to 15 people in one loan transaction. So I decided to now offer mortgage and debt acceleration that is automated with a company I partnered up with so that I can make sure the client is on track.
Now while searching for something new and different I found your website AnnualReviewmillions.com and from what I read so far I like it. As I think this would fit in to what I am currently doing to obtain new transactions Now what I am asking is that since I do not offer investments is their still a way to use your program for the Mortgage industry who doesn't offer investment advice but seems to have many similarities as an investment advisors does? Please help as I would then like to order your program as early as next week thanks for your assistance in this matter.
Mike Gegelman Moderator: Answer Posts: 154 Date: 5/30/2010
Double Your Revenue's Annual Review Millions system is somewhere around 70% methodology and 30% technology. The technology side of the system is highly refined for the investment side of the financial services industry and would likely be unusable.
What you could do is use the "70% methodology" side of the system as well as the client records keeping system to accommodate the same "client review" concept and improvise the technology side of your client reviews with other reports your current software tools produce.
As well, we might consider a J.V. where we build software for the mortgage industry with your input… and create a refined system for mortgage professionals.
Shirley B Newbie: Question Posts: 1 Date: 6/5/2010
I always get your e mails and postcards from my inbox and mailbox. My question is, Im a semi captive agent and I only sell fixed annuities right now , however they are very competitive. Can an agent use Annual Review Millions without recommending EIA’s
Mike Gegelman Moderator: Answer Posts: 155 Date: 6/5/2010
The answer to your question is a big *YES*…
The system adapts to your line of business, whether that be just fixed annuities or a full service advisor…
Specifically, the software allows you to key in your client's fixed annuity data and as a result build a client records keeping system loaded with all kinds of reports and charts which becomes the *review* reason for meeting with existing clients.
In doing so, the system teaches you how to then transitions you into the new business revenue phase of the client review. Where it is 80% of my reviews have resulted in huge back end annuity up sells.
If it is all you do is fixed annuities, that is no problem. Double Your Revenue's Annual Review Millions system works as good with fixed annuities as it does indexed.
What you will find is loads of "easy to write" additional new business revenue. The primary reason this is the case, is because the people you're meeting with already have a trusting relationship with you and your now building upon that relationship.
These kind of sales are night and day different then chasing after new leads!
Christopher W Newbie: Question Posts: 1 Date: 6/13/2010
Now if you could just convert this into doing Annual Reviews for people that are NOT our clients- pulling them from their current situation while bringing in NEW clients, it would appeal to the masses.
Here, you already have to have achieved some level of success before implementing annual reviews on existing clients. The concept of providing a second opinion/annual review with other people's clients is what would work greatly!
Mike Gegelman Moderator: Answer Posts: 163 Date: 7/21/2010
The short answer:
- Demo the system's financial asset organizer to every prospect you meet with. Everyone wants what the financial asset organizer delivers.
We just had a new agent put on a private client dinner (former mortgage broker who invited his mortgage clients to the event). 55 buying units showed up, and at the end of the event this new agent had 55 buying uints sign up for the organizer. I spoke with him 5 months later...at this point he deliverd 25 organizers and had written $1,200,000.00 in annuities in the process. This guy has only been in the business for 6 months!
Goes to show what having a "track" to follow can do for you!
- You will want to immediately use Annual Review Millions review system with your first client.
- As a new guy, your biggest need is to establish revenue generating systems in your business. Annual Review Millions instantly gives you all of the service based revenue generating systems you need.
- I just put up a new audio where a lot of these techniques are discussed. (Pay close attention to the part where I discuss the two guys demoing the financial asset organizer in their seminars...the same method can be used one-on-one).
Mike--I believe that you have mentioned that one of your Annual Review Millions agents is showcasing your system as part of their powerpoint presentation. I would be very interested in visiting with them if that would be possible since I to do seminars
Mike Gegelman Moderator: Answer Posts: 164 Date: 8/1/2010
A couple of moths ago I interviewed one of our licensees who is demonstratign the Annual Review Millions system in his seminars with great result.
The entire call is somewhere around 45 minutes in length, and during the call Bob runs through the entire seminar-demo approach, including what he says, how he says it, all of his punch-lines and his audience participation Q&A lines...
The approach involves the following:
- Close the event with a 15-20 minute demo of the Annual Review Millions financial asset organizer.
- A controlled audience Q&A participation during the demo.
- Bob steers the audience into acknowledging they need the organizer and that their current advisor provides nothing anywhere like this.
- Wrap up the demo by gathering appointments with 55% of the attendees.
Using this approach, him and his partner have significantly increased their seminar appointment conversion ratio.
Bob even indicated that the day following the seminar, he and his partner had attendees calling wondering when they could stop in to get their financial asset organizer
The entire interview is available to all Annual Review Millions system licensees from the Annual Review Millions Club member site at:
After listening to Paul's interview, you can visit the Annual Review Millions site using the link located on Paul's interview page to further review the Annual Review Millions system, including additional licensee testimonials
I understand there are many people in our business who have never owned a CRM system, never done client reviews, etc..you get my point and I would imagine your system would be very valuable for them...on the other hand, I do have a CRM system (redtail) and we focus on financial organization for our clients (eey) and I keep track of all of my clients assets....
My question: how do you think your system would benefit me?
Mike Gegelman Moderator: Answer Posts: 167 Date: 8/28/2010
Annual Review Millions has not been designed as a CRM and is not designed to compete with and or replace the features and benefits of your existing CRM platform.
Specifically, it is designed as a client review system and platform…
It sounds as if you have things well organized from your side in as far as your CRM platform and keeping track of assets is concerned … from your side.
What Double Your Revenue's Annual Review Millions system will do is take financial asset *organization* to a complete new level -- both for you, and most importantly for your clients.
The over-the-top value Annual Review Millions brings into your practice and into your client relationships, is to have things well organized from the *client's* side … all accomplished through the Annual Review Millions financial asset organizer that the system has you assemble, review and subsequently deliver to your client.
Annual Review Millions is really about what's in it for the client … it's all about *them* and in better serving them through a very unique financial asset organizer, custom tailored for specifically for them.
It is very relational…
Clients love it…
It's all about better serving *them*…
The magic behind Annual Review Millions is found in better serving!
What's more, the financial asset organizer becomes the *perfect* client review platform where in nearly every situation loads of new opportunity is discovered!
I have been BURNED BIG TIME by folks claiming to have the right stuff and make me a millionaire. I have Lost more on this stuff than I made. What makes you so different. Is this another way for me me to lose more $.
I enjoyed speaking with you the other evening. This email references Roth conversions, but nothing in the site addresses that. Do you just mean that this is the perfect system to easily put you in front of clients who a conversion is suitable for, or is it more than that? Thanks for the discount. Does it come off of the payments pro-rata?
Mike Gegelman Moderator: Answer Posts: 167 Date: 10/25/2010
Yes, Double Your Revenue's Annual Review Millions program is the perfect system to *easily* put you in front of clients where a conversion may be suitable.
Roth conversions through Annual Review Millions client reviews are hands down the best way to ramp up a lot of Roth conversions fast (I've personally done it using Annual Review Millions as the platform)
...The most difficult way will be to chase after new leads! Details HERE:
Whatever it is you as an agent and or advisor do and or prefer to do, the system creates loads of additional opportunity for you to do tons more of it.
The vast majority of Annual Review Millions units heading out the door, are being purchased and delivered to RIA's, IAR's, CFP's -- full service advisors ... as well as insurance only agents. It's being used to uncover a completely new source of service based new business revenue generating opportunity.
You'll find a lot more information and additional resources, including answers to most if not all of your questions HERE:
Mike Gegelman Moderator: Answer Posts: 169 Date: 11/3/2010
Double Your Revenue's Annual Review Millions system will easily adapt to the Irish market ... with the software tracking values in € Euros instead of $ dollars.
Prior to shipping, the $ to € adjustment would be accommodated for you in the software.
You will continue receiving additional information about the Annual Review Millions system over the coming days. The information encompasses everything about the system including agent/advisor testimonials.
Mike Gegelman Moderator: Answer Posts: 172 Date: 11/17/2010
However, there are component parts that are used to augment new client acquisition.
I got a call late this afternoon from a Robby, one of our new Annual Review Millions licensees. He's been out on a few client reviews at this point and he had a few questions about the Annual Review Millions software ...during our call he shared with me that he's already written right at $801,000.00 in new assets, and he's up $48,000.00 new client review income!
For him, it's better than a 2000% return on the Annual Review Millions system ... and he's just getting started.
There is *nothing* out there that is as efficient and effective as Double Your Revenue's Annual Review Millions system and its methods.
Mike Gegelman Moderator: Answer Posts: 175 Date: 12/8/2010
Access to the Annual Review Million software, software reports and financial asset organizer is only made available to licensees.
Prior to licensing the system, I would be happy to spend additional one-on-one time on the phone with you reviewing the Annual Review Millions software, software reports and the Annual Review Millions financial asset organizer with you.
As well, in the "Seven Quick & Easy Steps" video over at the main site, I take you through a guided tour of the entire Annual Review Millions client review system and processed.
You'll find the "Seven Quick & Easy Steps" video HERE:
Richard B Newbie: Question Posts: 1 Date: 1/2/2011
I watched and listened to your entire video and have an interest in your "ANR" program. Over the years I have purchased, at great expense, programs that have disappointed. Before I can make any commitment I have to know what the "up front" bottom line cost to me will be. I have been in the business for 39 years and for the last 6 years have sold exclusively FIAs.
Mike Gegelman Moderator: Answer Posts: 181 Date: 1/6/2011
John, May I suggest the recorded version of our most recent teleseminar...
During the call I interviewed one of our Annual Review Millions licensees Peter Tom and where he reveals how he turned 12 Annual Review Millions client review appointments into $1,000,000.00 in new assets...
Michael T Newbie: Question Posts: 1 Date: 1/14/2011
Have there been any updates to the software since I purchased it? If so how do I go about updating it? In the past two weeks I wrote $770,000 of new Annuity business from using this program, the clients came in for their reviews and I learned about the new assets. Oh also $100,000 Insurance premium
Mike Gegelman Moderator: Answer Posts: 183 Date: 1/20/2011
This system is the result of over 4.5 years work based on my personal experience. It has worked phenomenally well for me and is now the perfect backend revenue generating system for other advisors - over 400 and counting.
Mike Gegelman Moderator: Answer Posts: 188 Date: 3/5/2011
In fact, you will receive a sample Financial Asset Organizer built for a fictious client by the name of George and Martha Washington which you will want to use during all of your initial interview appointments.
Our licensees have had great success demonstrating the features, benefits and service they provide to each of their clients during the initial interview appointments.
Mike Gegelman Moderator: Answer Posts: 189 Date: 3/8/2011
Double Your Revenue's Annual Review Millions system is the answer to the question that tens of thousands of agents and advisors are asking themselves, are asking the home office and are asking their wholesalers: "why can't I make the kind of money I want to this year".
With over $36,000 worth of Annual Review Millions software, step-by-step training material, and the chance to PRACTICALLY steal a highly profitable client review revenue generating system, it's about to get much more difficult for the competition.
It took me four years to develop, another four months to package it and prepare it for you to PROVE it works for average agents and advisors all over the U.S.!
Mike Gegelman Moderator: Answer Posts: 190 Date: 3/17/2011
It's the most apt name I could think of. The core focus of the system is on high- value client service, client suitability and highly-suitable new business revenue generating client reviews in other words
And the "millions" part comes in because, quite frankly, you are NOT going to succeed by being smart, or having any special talents... you are going to succeed because you will be using a system that is indirectly responsible for generating over $556,000 in "highly suitable" annuity purchases per "highly suitable" annuity purchases per client in my practice and many, many millions more for the early users... with over $320,528 in new commissions from just one six-client case study. It's relational "high-value" client service, and it's highly profitable. And there's a reason for that too this buying into "a billion dollar formula". It's about being able to instantly set up a likely now non-existent, substantial real-life back-end *client review* income stream.. It's aimed squarely at agents and advisors who deserve it most - so they can take their "profitability" to a new level, fully accommodate the "client suitability" issue... maximize the life-time value of your client relationships.
It's about a new source of near ZERO cost, previously undiscovered revenue, a stress-free future. Plus, many, many millions in new production will result.
Mike Gegelman Moderator: Answer Posts: 191 Date: 3/17/2011
Annual Review Millions will effectively create a highly profitable, back-end client-review new business revenue generating system for you just as it has done for me and hundreds of others.
And in this day and age, and in this suitability driven regulatory environment, having your own in-house client review and client suitability system is an absolute requirement.
Specifically, the system package includes:
Annual Review Millions software that automatically creates the client records keeping system you'll deliver to your client which becomes the platform for your high-value, high-profit client reviews.
Your clients will be like "kids in the candy store" once you give them a built-just-for-them records keeping system. And once they have it, they'll never give it up and would never do life without it -- believe me, they will love you for it!
The system effectively organizes all the financial documents and information relating to the assets you've set up for them, such as: Policies, brochures, statements, asset tracking charts, asset tracking reports, prospectuses, markets, indexes, caps, performance, and on and on... and that's about half of what's in the pack.
To see the full list and discover everything about the Annual Review Millions system, visit the Annual Review Millions site HERE:
Mike Gegelman Moderator: Answer Posts: 192 Date: 3/19/2011
Nothing will ever replace your front end "marketing". However, it is likely that this system will replace your front end "marketing" income.
Do keep in mind though that this system is not a marketing or advertising system - period. What it is, is a high-value client-service client-review system that almost as if by magic, creates the perfect atmosphere for TONS of additional highly-suitable new business revenue.
In my case, 80-90% of my reviews have resulted in additional highly suitable new business. And in my case, my client review systems have become far more profitable than any front end marketing system I've ever used.
Without an effective client review system in place, you could very well be missing out on 80-90% of what COULD BE!
Mike Gegelman Moderator: Answer Posts: 193 Date: 3/19/2011
NO... Annual Review Millions has been built for any and all agents and advisors, including ALL of their clients.
The system organizes and tracks every single financial product in existence.
No matter what side of the industry you're from or what sort of product mix you offer, Annual Review Millions organizes everything you've set up for your client in an AWESOME financial asset organizer your clients will love, and then creates the PERFECT environment to capture, transfer, or write TONS of additional new business revenue onupwards of 95% of your review appointments.
Mike Gegelman Moderator: Answer Posts: 194 Date: 3/19/2011
Good to hear from you...
We're excited to hear you're ready to get started!
Double Your Revenue's Annual Review Millions program now enjoys near 400 agent and advisor licensees throughout the US. As a business development method, the system has racked up an impressive new business revenue generating track record with as high as 80% of these review appointments converting into new business revenue.
Feel free to call us directly and we'll get you set up with a clone version of the system: