Turn your existing book of business into a consistent, high-revenue engine with Producer Pro. This program gives you the training, tools, and referral system to confidently discover opportunities with clients you already know and trust without giving up client ownership or taking on additional workload.

Producer Pro – $99/mo (waived after 10 trust implementations or $100K in annual annuity premium)

Includes everything in Referral Agent (scripts & referral tracking), plus: • Unlimited referrals • 10% higher commission on annuities and life insurance • Bi-weekly mastermind calls covering case breakdowns, strategy, and product updates • Access to our private group chat for wins, product insights, and live pitch support • Community coaching and real-time sales help

With Producer Pro, you’ll learn how to identify opportunities in your current client base, build deeper relationships, introduce annuities and estate planning with confidence, and track referrals and revenue effortlessly. You keep full ownership of every client, telling us what products we can and cannot review with your referral.

Compensation: • $200 per trust implemented • 35% referral fee on annuities • 45% referral fee on life insurance

If you want to grow your income, strengthen client relationships, and turn your book of business into a reliable revenue powerhouse, Producer Pro gives you the structure and support to make it happen.