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How To Build A Highly Profitable 
Virtual Advisory Practice...
Without Ever Seeing A Client In-Person
Learn How To Consistently Close New Business 100% Virtually, 
While Building A Highly Profitable Practice Around Your Own 
Schedule and Lifestyle... All In Just 28 Days
Would You Like To Quickly Build Rapport and Create Profitable Relationships With Prospects Virtually, While Expanding Your Target Market 
Far Beyond Your Local Market Area?
Would you like more freedom, more time and more profitable relationships with clients, all at the same time?

Are you tired of traditional “old-school” approaches pushed by top advisors that flat out don’t work like they used to? 

Maybe you’ve bought expensive sales training and coaching programs from so-called “sales experts” (that have never sold an annuity on their own). 

Do you feel like your schedule revolves around the need to meet with clients in-person (while you miss out on spending time with your loved ones and enjoying life to its fullest)? 

If you’ve felt these frustrations with your’re not alone. It’s not your fault! You've come to the right place.

But let's face it...Most of what you’ve been taught about selling is DEAD WRONG…especially in today’s day and age

The industry is changing fast…clients don’t need or want to come and meet with you in-person (like they did in the past).

Robo-advisors are quickly replacing the jobs of many advisors. The old school approach to working with prospects and clients dramatically limits your freedom and lifestyle. 

The game has changed (it’s time for a modern, more efficient way to work with clients)...

That's why today, we're really excited to introduce to you the "Advisor Freedom Formula" which is going to be key in allowing you the freedom of lifestyle you desire, with the ability to continue to grow your business.

With this program...

You can consistently close new business 100% over the phone (without ever having to meet with clients in-person).

You can build your practice around your own schedule and lifestyle and expand your prospect-base far beyond your local market.

What’s possible for you if you had significantly more income and a location-independent business that provided you with ultimate freedom? 

Would you spend more time with family and friends? Would you travel more? How about spending more time enjoying hobbies, sports and activities and truly living life to its fullest?

You can plan your schedule so that you are working WHENEVER and WHEREVER you want.

I know that may sound unbelievable, but in a moment you'll see how it all works, so just keep reading. 
Terry Heys, Financial Advisor
Virtual Sales Expert 
"Hi, my name is Terry Heys and I've brought in over $50MM of new business 100% virtually. I haven't actually seen a client in-person in over 7 years."
Do You Want To Learn A Proven 
And Modern Approach To Building Your Practice Without Ever Having To Meet With Clients In-Person?
I've been a licensed Financial Advisor for 30 years, but today I run my practice 100% virtually and haven't seen a client in-person in over 7 years. 

I've written TENS of million dollars in annuities, and over $30MM in AUM even when nobody thought it was possible...100% virtually. 

Over the last couple of years, advisors have been asking me if I would be willing to share my proven system to help them create more freedom in their business (with a virtual sales process)

And what I've proven over and over is the easiest and most reliable way to reach more clients and create more freedom in your practice by using a modern and proven virtual sales process to meet with clients.

It's literally the difference between a typical average advisory practice and a "high profits, total freedom" kind of business. And when you apply it in your business, your sales, profits AND your free time can double almost instantly

Whether you're trying to ramp up your annuity business, beat the competition, or have more free time, the Advisor Freedom Formula gives you the missing piece of the puzzle you need to finally make your dreams a reality. 

This program will reveal the EXACT STEPS you need to follow in order to achieve your most important business and life goals faster than ever before. 

And what makes the Advisor Freedom Formula different than every other sales method out there is that it's uniquely created BY AN ADVISOR, FOR ADVISORS...not some over-priced "sales guru" that's never sold an annuity in their life.

What this means is that regardless of whether you have an office, a website, a radio show, or however many years in business... 

You can use my proven methods to consistently close business with any type of client, virtually anywhere (yes, that includes life insurance business). 

If you're like me, you're sick and tired of traditional “old-school” sales approaches that don’t work like they used to.

This powerful method exposes the biggest unknown challenges your prospects will have during retirement and ethically builds a positive pressure around taking action, without any manipulation or shady sales tactics. 

When you join the Advisor Freedom Formula you will receive instant access to the following 4 key modules. You'll also be invited to a LIVE Welcome Webinar hosted by me and my team to kick things off.  
Here's An Overview Of The 4 Week Program

Week 1 - RECON

In the first week we'll go over:

■ The best way to establish rapport and gain trust, neutralize resistance and lower defenses with prospects.

■ Ways to comfortably guide your prospects into an online meeting so they can see your computer screen while avoiding the tech overwhelm.

■ Which tools you need to easily share your computer screen (use the wrong software and you could lose the prospect).

■ How to explain annuities using easy-to-understand visual concepts (with written illustrations).

■ How to ethically build a wedge between prospects and their advisor (because what is being sold to them isn’t suitable or in their best interest).

■ How to set the stage for the next appointment (including the follow-up process, what to send, and what NOT to send).

Week 2 - RANK

Within our second week, we'll teach you...

■ The RIGHT way to use online tools and software (without overwhelming your prospects).

■ The BEST way to compare annuities one against the other.

■ The 2 most important things that actually matter when comparing annuities.

■ The proper scripting and way to show the pros and cons of each annuity (income shortfall, income, growth potential, etc.).

■ How to get prospects to close themselves.


Within the third week, we’ll show you how to use our formulas to create a summarized “annuity plan” comprised of the top selected annuities. You'll also learn...

■ How to illustrate annuity income and growth in simple easy-to-understand terms.

■ The right way to guide prospects to making a buying decision (without coming across as pushy or as a high-pressure salesperson).

■ The top 3 most common objections and how to easily address and overcome them.

■ How to review signing applications with prospects to minimize errors and issues (to create confidence and clarity, while eliminating confusion...THIS IS SUPER IMPORTANT!)


We like to call this strategy our “super annuity” because of its strong benefits.

■ However, this is NOT an annuity...but it does still protect your principal if the market goes down.

■ This is fully liquid, with no surrender charges or periods (you can access your money when you need it).

■ It has triple the long-term care and death benefit with tax-free benefits to loved ones.

■ And it produces the highest benefits that we have seen (almost 3 times what we see in most annuities).

■ We'll give you all the information on this unique product and strategy that few advisors are aware of (you'll discover which prospects qualify).
The Perfectly Engineered Program For Advisors

Lead Generation

We have tested numerous lead generation strategies and we’ve seen the good, the bad and the ugly. We’ll show you the best strategies that we’ve used to get access to more qualified prospects that few advisors know about.

Conversion Process

We turned the uncharted area of how to close new business virtually and into a precise science. While others use guesswork, we use a predictable proven process, and we’re certain it will help you become successful with it.

Winning Community

It’s hard to change your business mindset when you’re surrounded by the same people you’ve always been with. Our advisors join a nationwide community of like-minded people all committed to creating more freedom and profits in their practice.

Expert Mentorship

Everyone needs help and advice when tackling new challenges but true experts are out of reach for most. Our advisors get access to me, my team and other successful virtual advisors 24/7/365 on Facebook, weekly Q&A calls and email.
You need all four of these components to come together and really help you create change in your practice. If you just have one of these missing, change won't happen and most programs have three missing. Some of them have four missing. With the Advisor Freedom Formula program, you get all four and that's why we've been able to achieve such massive results for advisors.

By having the advisors in this program implement
as they go, it puts everyone in a position to 
profit from the program IMMEDIATELY.
When you join the Advisor Freedom Formula program, you'll receive instant access to each training session and accompanying materials within our private online member's website.

I have also created an exclusive Advisor Freedom Formula Community group, which is a private, closed online group just for advisors in the program.

It's a great way for you to ask questions, provide your ideas and thoughts, and get responses back from me and other advisors. It creates a community, a family feeling of like-minded advisors who are all working to scale their business up and attain true freedom.

Also in the private member's website, there is an area I recommend that you use often and it is called the Resource Center. That is where I share all of my training materials, videos, tools, scripts, resources and 3rd party articles I've compiled over the years.
Can you relate to any of 
these common frustrations?
  • Are tired of traditional “old-school” approaches to selling to prospects and servicing clients that don’t work like they used to.
  • Have invested in expensive sales training and coaching programs from so-called “sales experts” (that have never sold an annuity on their own).
  • Feel like your schedule revolves around the need to meet with clients in-person (while you miss out on spending time with your loved ones and letting life's most fulfilling experiences pass you by).
  • Consistently close new business 100% over the phone (or a hybrid of in-person and virtual).
  • Own a location-independent business that suits your ideal lifestyle.
  • Want to expand your prospect-base far beyond your local market...ALL IN JUST 28 Days.
Advisor Freedom Formula Is For Advisors 
Who Are Looking For A Change:
  • Newly Independent Advisors: Advisors who are just getting started with their independent financial practice and don’t have a lot of clients yet. (This program will show you how to gain an unfair advantage over your competition and gain the trust and credibility of prospects quickly).
  • Struggling Advisors: Advisor’s who’s practice is up and running, but aren’t consistently closing clients each month. (This program will show you how to close clients with predictability).
  • Aware Advisors: Advisors who know that the traditional path to grow their practice is broken/not the right path for them. (This webinar will show you a modern and easier way to close new business).
  • Seasoned Pros: Advisors that have a profitable business, but want more freedom and time off away from their practice. (This webinar will show you how to build a business that supports your dream and ideal lifestyle).
Here's What Advisors Have To Say About The Advisor Freedom Formula Program:
We've been impressed with Nigel, you can watch Nigel's video below...
Nigel Valdez
Better Federal Retirement
Nigel joined Advisor Freedom and within 60 days Nigel closed $775K in annuity business.
Cathy was initially concerned that her accent might impede her ability to close business virtually... Nothing could be further from the truth!
"As a financial advisor (both Insurance-licensed and securities-licensed), I often wonder – is there another way to reach out to clients and prospects? 

I'm happy to share that  I was able to implement the tools and new skills that I learned from the Advisor Freedom Formula right away. The prospective client became very receptive and actually requested to meet me at my office! I am currently using all the tools and strategies from the Advisor Freedom Formula in my practice, both for current clients, reviews or conversations, as well as for new prospects.

The best feedback I recently got was from a prospective client – 'I have learned more from you in our last two online meetings than the last 2 years I have been researching and talking to other advisors without overwhelming myself – thank you!' 

I strongly recommend for other advisors to take this 4-part course and add more fire-power to your business! Thank you Advisor Freedom Formula team for all that you do to educate advisors like myself, to improve my strategies and skillset to serve more clients in the most efficient way." - Cathy Mendoza CM Financial Strategies
Check out Cathy's sharing her experience with the program in the video below...
Cathy Mendoza
CM Financial Strategies
Cathy was a new financial advisor and closed $500,000 in 2 months using Advisor Freedom Formula.
Mike hit the ground running with the program...
And started building a sales pipeline quickly...(check out his video below)
Michael Kalish
KP Wealth 
Mike had never done business virtually until he joined Advisor Freedom Formula and closed 3 cases within the first two months.
If you've stayed with me this far, I'm 
sure you're wondering how much the 
Advisor Freedom Formula is going to be.
The normal price for Advisor Freedom Formula is $6,000. Ironically, we've seen many other many other programs taught by gurus (who have never sold an annuity or brought in assets in their life) charge over $8,000.

This program is different in that it has been "battle-tested" in the field and proven to work with advisors because it was uniquely created BY an advisor, FOR advisors.

You can see how this program is a good deal at $6,000 because if you just landed one single client with this program, it would cover the costs of joining it…

But we want to do something special to help make this a no brainer, to guarantee your success, and because we want to gather more transformational advisor success stories.

So we are offering this ground-breaking program to you for the discounted price of just $1,997. 

I wish someone shared this information with me when I first got started…it would have saved me years of frustration! 

Here’s the deal, I’m offering this training because I know that if we educate and help enough advisors many of them will choose to work with us in a greater capacity.

That’s why I decided to create this special program, and in full transparency, we are looking for a handful of smart and committed advisors to receive the leads that we’re generating (my calendar is booked solid and we need some help handling the lead flow).

** We've got more leads than we can handle and we are looking for open and coachable advisors capable of selling over the phone. **

We just want to be open and transparent with you as to why we’re offering this training in the first place, at such a bargain.

Immediately after you enroll in the Advisor Freedom Formula, we will send you a brief questionnaire to better understand you and your specific business goals. You will also be automatically registered for our upcoming LIVE Welcome Q&A Webinar to kickoff the program.

So if you want to consistently close new business 100% virtually, own a location-independent business that suits your ideal lifestyle, and expand your prospect-base beyond your local market...

All in just 28 days…

Click on the "Enroll Now" button below.
Registration Closes On Friday, January 18th At Midnight PST
Click The Button Below To Sign Up Now
Have Questions? Call us at: (888) 979-2701
Frequently Asked Questions
Should I be concerned about compliance issues regarding signatures?
You should follow whatever compliance rules and regulations associated with the companies that you are licensed with and all state regulations. Obviously, each carrier may have different requirements, so you are responsible for playing by the rules.
Do I need to sign up with an IMO, certain vendors, or change FMOs?
Nope, you’re welcome to stay wherever you write business. 
What's the catch?
There is no catch, it's just $1997 to sign up. Obviously this is NOT a big money maker for us. But we're charging a nominal fee because we want to gather more success stories and testimonials. 

So that’s why we decided to create this special program, and in full transparency, we are looking for a handful of smart and committed advisors to receive the leads that we’re generating (we need some help handling the lead flow). 

** We've got more leads than we can handle, and we're looking for open and coachable advisors capable of selling over the phone. **
What annuity products do you use?  
Terry has written business with many of the top annuity carriers out there, but the program is open to many types of annuity products.
I don’t offer annuities, can this program help me?
It depends, this program is ideally designed for advisors that offer annuities. Terry also offers life insurance and gathered over $30MM in AUM and our advisors have done the same.
Are clients really comfortable working with someone virtually?
Absolutely, and in fact many of them actually prefer it that way. In many cases it’s actually more convenient for them and even provides a unique and delightful experience that very few advisors offer.
I'm brand new to the you recommend getting started with your sales system?
Obviously, this program will give you a leg up on the learning curve when it comes to selling annuities and you won’t have to “unlearn” any old-school sales methods. 
Can I sign up next month?
No, the program closes on Friday, January 18th, at Midnight PST. We want all the advisors to start the program all at the same time. The last time it was open was roughly one year ago.
Registration Closes On Friday, January 18th At Midnight PST
Click The Button Below To Sign Up Now
Have Questions? Call us at: (888) 979-2701
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