The Life and Annuity Brokerage team's formula focuses on bringing more value to your interactions with clients and prospects though a framework that helps propel client engagement and success. It's tailored to fit you, so you stand out from your competitors and can be seen as the "go-to" financial professional in your community.

Getting connected to the right prospects with the right message is the key to any successful client acquisition strategy. We provide you with client-approved seminar presentations on the topics of social security and tax strategies in retirement. You can also take advantage of our seminar mail partners and pre-appointed lead programs for prospecting.

Credibility is more important to financial professionals than to almost any other profession. Establishing credibility with prospective clients is essential to your client acquisition efforts. Our tiered Authority Program options help you take your local presence to national syndication.

  • Authority Boost helps you build credibility with a custom, branded book focused on either Social Security or tax strategies. You get media promotion through an interview on an award-winning podcast, a multi-media press release, coaching on how to use authority marketing in your practice. and access to additional tools and resources.
  • Authority Blast is for financial professionals who want to be positioned as an authority through a robust multi-media strategy including multiple full-length feature interviews on the "Influential Entrepreneurs" podcast, press releases and more.
  • Authority Blast Plus enhances Authority Blast by adding a TV interview on Fox 47 News,* an Authority Branding Graphics Package with a virtual meeting background, and AI-generated promotional assets, including podcast show notes, transcripts and summaries, social media posts, titles and pre-written articles for blog posts or LinkedIn.
  • Launch Your Own Podcast and amplify your authority. You record the podcast and the rest of the technical details are done for you. You'll become discoverable online so you can more easily reach your target market and communicate the value you can deliver.

Compare each program's details in the chart below.

Program benefits Authority Boost Authority Blast Authority Blast Plus Your Own Podcast
Social Security or tax strategies book with your name, photo, biography, call-to-action and contact details. Print copies as leave-behinds or use the digital flip-book in a virtual setting to capture leads on your website. Yes No No No
Interview on the award-winning podcast "Influential Entrepreneurs," hosted by Mike Saunders and syndicated to popular podcast platforms. 1 interview 3 interviews 3 interviews No
Multimedia press release syndicated to platforms like ABC, CBS, NBC and Fox affiliate online news media sites.* 1 press release 3 press releases 3 press releases 1 press release
Coaching session with Mike Saunders on how to use Authority marketing in your practice. Yes Yes Yes Yes
Google authority positioning when your interview and press release are indexed online. Top search results when your name and/or company are searched on Google. Yes Yes Yes Yes
One-year free access to Covisum® Social Security Timing® software, plus consumer-facing videos, email templates, social media content and presentations. Available with Social Security book option No No No
Select membership to Stonewood Financial ($1,700 value), which includes indexed universal life (IUL) sales training and education, client-approved materials, client report software and access to author two additional books. Ask how you can get Premium membership. Available with tax strategies book option No No No
Six months of podcast episodes featured on the Business Innovators Radio Network and syndicated to popular podcast platforms. No No No Yes
Custom branded podcast show created and run for you (all the technical details are done for you). No No No Yes
TV interview on Fox 47 News*, Authority Branding Graphics Package with a virtual meeting background, and AI-generated promotional assets including: podcast show notes, transcripts and summaries, social media posts, titles and pre-written articles for blog posts or LinkedIn. No No Yes No
How to qualify for no out-of-pocket cost. $500K in annuity premium or $50K in target life premium (or $1,000 fee) $500K in annuity premium or $50K in target life premium (or $1,000 fee) $1.5M in annuity premium or $100K in target life premium (or $2,800 fee) $750K in annuity premium or $75K in target life premium (or $2,500 fee)
Ask us how you can combine program options.

* GBS Insurance and Financial Services Inc. and Gallagher are not endorsed or affiliated with the media outlets referenced.

Participating in this program may be dependent on various factors including but not limited to production requirement and carrier contracts placed with GBS Insurance and Financial Services Inc.

Utilizing third-party vendors does not absolve a financial professional from their fiduciary or market conduct responsibilities to their clients. Financial professionals should ensure they continue to follow the current policies and procedures of their broker-dealer and/or registered investment adviser and the insurance carriers they represent on the use of any advertising, third-party materials, sales processes, and/or social media/internet use. This marketing piece in no way supersedes the requirements of a financial professional's license requirements or the policies and procedures of your broker-dealer, insurance companies, or registered investment advisory firm.

Gallagher's Authority Program helps you stand up and stand out

Isn't it time you upped your brand-building game? Unlock your full potential with the Gallagher Life and Annuity Authority Program.

Meet the Life and Annuity Brokerage leadership

Disclaimer

For Financial Professional use only. Not for use with the public.

GBS Insurance and Financial Services, Inc., its affiliated companies, and their representatives and employees do not give legal or tax advice. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. Utilizing third party vendors does not absolve a financial adviser from their fiduciary responsibilities to their clients. Financial Professionals should ensure they continue to follow the current policies and procedures of their broker dealer and/or registered investment adviser and the insurance carriers they represent on the use of any advertising, third-party materials, sales processes and/or social media/internet use. As it relates to office set-up broker dealers and registered investment advisors have specific signage requirements privacy policies and other supervisory controls requirements. Shared marketing programs or content in no way supersedes the requirements of a financial professional's license requirement or the policies and procedures of your broker dealer or registered investment advisory firm. Marketing programs or content are not affiliated with or endorsed by any governmental agency.

Securities offered through The Leaders Group, Inc., Member FINRA/SIPC, 26 West Dry Creek Circle, Suite 800, Littleton, CO 80120 (303) 797-9080. GBS Insurance and Financial Services, Inc. is not affiliated with The Leaders Group, Inc. You may check the background of investment professionals on FINRA Broker Check. Customer Relationship Summary.

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