We present your ultimate IUL retirement strategy platform! This platform gives you all the tools you need to market to your clients the concept of replacing their current retirement strategy with an Indexed Universal Life policy to see dramatic results. My New Retirement combines prospecting tools, business management tools and the incredible IUL Analyzer which creates a visually compelling interactive presentation that lays out the superior benefits of the IUL strategy in an irrefutable way!
Join NFI Solutions as we walkthrough the platform with Agency Rocket!
Presenters
NFI Solutions
Preferred IMO
At NFI Solutions, we bring our knowledge to work for you. We will always strive to provide the best service and business support possible. It is our goal to exceed your expectations with our wide range of case design and client branding services. Whether you need a professional team to take over your task or help with learning the basics of today’s innovative technologies, at NFI we can help you succeed by showing you how to get better, faster results.
Sean C. Meenan
Chief Executive Officer at Agency Rocket, LLC
As CEO, I oversee the operations, compliance, budgets, and growth of our company as well as the expansion of our marketing teams throughout America. With a team of full time developers on staff, Agency Rocket has invested a considerable amount of time and resources in the creation of a world class state of the art marketing platform, unrivaled in our industry. Because of this innovation in technology and the wide use of social media platforms, we help insurance agents take a marketing approach - not a sales approach - to cash value life insurance.
Professionals from multiple verticals are thriving with the tools and technologies we have developed.
Helping families grow their money Risk Free and Tax Free is our battle cry... and helping professionals inside and outside of the traditional life insurance industry to monetize their client base is our mission.
Providing a system that focuses on educating clients how to buy instead of training agents how to sell is our unique differentiator!
Jon Phillips
President at Agency Rocket, LLC
I’ve spent many years developing marketing & sales systems currently used by thousands of insurance agents. The most popular being the “Debt Action Plan”, which is a participating whole life debt elimination/banking system as well as the “My New Retirement” sales system which helps clients build a risk-free, tax-free retirement using an indexed universal life policy.
Having been involved in many start-up companies, I am a results-oriented executive with expertise in leading and scaling business operations while strengthening business performance though agile software development. I have worked on a vast array of systems in numerous industries, with a specialty in financial services. I am a problem solver and skilled diplomat with the ability to communicate with business leaders, technical teams and staff to develop and recommend solutions aligned to business goals.