"Hi mike, just want to let you know I completed my first review with a client, and made a sale, $100,000.00 Indexed annuity. I also want to thank you personally, for all your help with the system, and mentoring of same. Mike this is the first time I have purchased a system, that really works, and has paid for itself, you are a man of your word and that means a lot to me!"
– Giovanni P., Harbor City, CA.
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"I’ve probably written somewhere in the area of around at least $5,000,000.00 in annuities and life insurance business with commissions of around maybe $350,000.00 to $400,000.00 ... Just for the month of May & June coming up here, we’ve got about $2,000,000.00 in the pipeline that we’re working on with Annual Review Millions! Basically I’ve been using Annual Review Millions now for the last year and a half!"
– Ron F., Palos Heights, IL.
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"By the way, I am just starting to market annuity products and finished off my first round of leads. I have been using the ARM sample "My Asset Journal" as a front end piece. People are impressed and I have two ready to come in for a review and asset organization meeting. I'll keep you posted. Thanks."
-- Tony R., San Diego, CA.
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"Mike, just a quick note to let you know how I’ve used your Annual Review Millions system to open new doors of opportunity. I have been involved in the mortgage industry for over 30 years and, 3 years ago, expanded my practice to include "safe money" investment strategies like insurance and annuities. My difficulty has been getting my mortgage clients to see me as something other than their "mortgage guy" and I struggled with ways to make that conversion until I got your system. Let me explain... Last week I had a client appreciation dinner and we had 55 people attend. Before the dinner, I made a short presentation in which I shared about the changes that have occurred in our practice, a short overview of fixed indexed annuities and a summary of ways we could help them. During this presentation, I used a brief PowerPoint presentation I developed highlighting our annual review service and the "My Asset Journal" records-keeping system we were making available to them. We gave each buying unit a yellow response card and asked them to mark anything they had seen in the presentation that they were interested in getting in place for themselves. Mike, I kid you not, EVERY SINGLE ONE wanted me to help them put together an Asset Journal! Since that time, I have been scheduling appointments and have not had any problem with anyone not taking my call. Everyone is excited to get their My Asset Journal organizers in place to feel confident about their family finances. I will keep you up to date on the results of these meetings, but I just wanted to send a big "THANK YOU" for your system!"
-- Peter D., Livonia, MI.
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"I've closed 13 out of 14 cases with Annual Review Millions. It's really a good program, if you count the review we did the other day, we've made $100,000.00 in 8 weeks… 90 to 95% of the time you walk away with extra business through this program! Get the system and run with it, try it out... it'll make you money!"
– Paul Thagard., Mobile, AL.
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"I received Annual Review Millions on July 15th – the very next day I met with some clients of mine that I just had term insurance on. I showed them the sample Financial Asset Organizer and the following week I wrote three annuities for $130,000.00 … I had only a short time to review the manual before I met with them, …Thanks!"
– Mack H., Gainesville, GA.
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"Mike, I'm on a plane bound for Dallas. Thought I'd bring my new A.R.M. System to read & start implementing. I love it! (so far) I am going to send a more detailed email later with "curses, criticisms & ideas" to make it better. But this one is all about praise. I purchased this system because I'm all about service! 20 yrs ago I came into this business from the ministry. I was all about service in ministry (not "sales") and that is what I made as a conscious decision to run my business - by service! 19 yrs ago I wanted a good review process and report - as the large mutual company I represented promoted annual reviews. Over this time I have had mostly frustration in trying to come up w/a good report. At one point, that large mutual company decided to develop their own software and used me as a pilot for it. That was good at first, but then they proprietorised (is this a word?) it and ruined it. Then I had a good reporting system on a short lived contact management system (that was probably the best - but not w/o faults). This system is the best I've seen since. It looks GREAT! And then the added methodology and tracks/scripts. VERY NICE! As I said, I have ideas, suggestions and questions I'll send later. Nice job - Thanks!!!"
– Andrew A., Guilford, CT.
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"Mike, enjoyed catching up with what’s new with Annual Review Millions. My partner and I have had good success with the Annual Review Process, but admit we are just getting our feet wet over the past few months. When we were able to do a complete account review with the Suitability Questionnaire (great tool), and the Worksheet, as a prelude to putting the financial asset organizer together, we had a very high percentage of moving money whether it was into Life Insurance or Annuities. The process gives you so much credibility with a client. I would say adding up the premium we have moved as a direct result of the Annual Review Millions process is that it is in the area of $900,000.00 and we are just getting our feet wet! – Definitely got our investment back for the system. Thanks for all your support while we were getting up to speed!"
– Peter T., Dublin, OH.
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"Mike, just wanted to let you know that I have picked up about $275K in annuity premium so far with your system! Hope to get more. I have just talked to a couple of clients who are retired and want to move their money into IRA's. What a paper nightmare. I am just about to complete my goals for 2009! Thanks again!"
– Richard P., Bethalto, IL.
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"Mike, I see tremendous value in the Annual Review Millions system!"
– Harvey L., Tamarac, FL.
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"Mike, I got the system a couple of weeks and made time to go through it during the holidays. I am looking to get started on it after New Years. I love the concept and the software!"
– Mark S., Littleton, CO.
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"I have been in the business now for 20 years. In October, I had the chance to encompass Annual Review Millions with my client reviews. Finding new assets and working on existing relationships was fun and rewarding. I produced $160,000 in commissions for that month! …Best of all my clients thanked me!"
– Ron F., Chicago, IL.
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"Michael, thank you for your honesty and professionalism! I have several friends in the business that Annual Review Millions would be very beneficial for… I will suggest they contact you!"
– Patrick R., Holliston, MA.
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"Started delivering my first Annual Review Millions Financial Asset Organizers… Clients love it!"
– Doug V., Palm Harbor, FL.
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"I am very impressed with your Annual Review Millions materials and I’m looking forward to a great 2009 with Annual Review Millions playing a big role!"
– Dennis K., Normal, IL.
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"Using the Annual Review Millions system I picked up and additional $475,000 in fixed indexed annuity business! …This was my *first* Annual Review Millions client review!"
– Scott H., Hudson, WI.
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"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, and $100,000 in insurance premium also!"
– Michael P, Caldwell, NJ.
