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Testimonials
1 Month of Who’s Helping YOU?
"I have just completed my first full month of using the software, & I’m pleased to report that the numbers generated as a result are great. I’ve written over $160,000 in Indexed Life premium with over $100,000
of that being target premium. My work load to accomplish these results is literally ½ of what I used to do to write $15,000. Instead of spending 6 – 8 hours every week on the phone to set appointments, it now takes me 15 – 30 minutes! This is a good thing as I do not like phone work. Additionally, I must report that I no longer need to buy leads because the referrals that come fro using this system are more than enough to keep me busy. These clients literally have a “light bulb moment” that
is recognizable by the smile on their faces. They actually
want you to help their loved ones as you’ve helped them. Thanks for developing this software. It has changed my life
(emphasis added)"
D.C. Kokomo, IN
"After showing the Bob and Carol Demonstration Spreadsheet following the
Client Presentation, I closed four out of four cases for a total of $89,000 in
premium. I did this on the FIRST interview. Since then I have developed 20 more
cases which are in various stages of progress. ……
I might add that we have also uncovered a total of $2,240,000 of other assts. We
expect to move a great deal of this into Fixed Index Annuities.
Just as a side benefit, we have also produced over $8,000 of Long Care
Insurance…
All in all, this is the BEST investment in a marketing tool that I have ever
made.
I am going to advise all agents in [my company] to purchase a copy...."
T.V. St. Paul, MN
"Since I began using Who’s Helping You software I have written over $15,000 of
life premium in the past three months. In addition I have opened many nice cases
for Roth IRA’s as well as other assets. This software does a phenomenal job
showing what so many advisors try to explain through pen and paper."
A.V. Rochester, MN
"… I present this program to our bank personnel to let them know what we do for
our bank customers. After each presentation at least one employee will ask if we
can do this program for them personally.
Please do not show this program to anyone else. I don’t want the competition to
know.
Thank you for putting my kids through college."
J.B. Chicago, IL
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