We don’t work with annuity agents, we work with partners“, Anthony Owen, President of Annuity Agents Alliance.

At Annuity Agents Alliance, we value our partnerships because, without them, the success of our own personal production would be limited. We learn a great deal from the high-quality professionals that we work with, and we do everything we can to make sure they receive a valuable contribution from us in return.


On Friday, I completed my first sale generated by the ERMS system: $330,000 moving from mutual funds. Bob had first heard the radio show in June 2010, didn’t want to meet, had interest, was thinking of retiring in about a year, would call me when ready to meet, and went on my newsletter drip list. In September 2010, he was laid off (financial analyst). Still didn’t call me. In early February 2011, we put him on the Retire Village email drip list. Two emails later he called me, and on our second meeting, we did the paperwork to open 4 accounts and move the $330,000! This annuity marketing system works! This next week I expect to write my second piece of ERMS-generated business, an internet lead from October of last year who just wanted information, no meeting and then asked for contact after receiving two emails from the ERMS system. We had our first meeting last week, and the plan is to move $150,000 this week from T Rowe Price. There is about $400,000 that I know of (so far) that could eventually be moved as trust develops.

Thank you for your marketing expertise and tools. This ERMS tool is fantastic!

David D. Braun, ChFC, CLU, LUTCF – CA July 1, 2023

I’ve been in the annuity business for over 30 years, and I’ve always dreamed of a marketing system that would be automated and keep me in front of my clients and prospects. This is magic. I know it will, despite my best attempts to mess it up, develop a lot of business in the future. After only 2 weeks, I’m already receiving responses. One is from the sister of a client I’ve been trying to connect with for over a year. It’s all, as you know, a matter of taking time to see tangible results. But it’s impossible for this not to be an important part of my or any agent’s business.

Mikel O – CA May 23, 2023

Drip, drip, drip… Received the email below a few minutes after the latest “drip” went out yesterday… Read the guy’s one-line email below – as Jackie Gleason used to say – “How sweet it is!!”… Never was able to get this guy to pick up the phone when he called the radio show on 5/30/2010 (almost a year ago)… now it looks like the guy has actually “raised his hand again” thanks to the Chinese water torture known as ERMS!

Rick Dennis – TX April 11, 2023

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