Each snapshot is a complete pre-built sales system — landing pages, follow-up sequences, pipeline stages, and AI configuration — deployed directly into your CRM account on day one.
For homeowners
See Details ↓Tax-free retirement
See Details ↓Lifetime income
See Details ↓Senior market
See Details ↓Whole life concept
See Details ↓Child IUL
See Details ↓Debt elimination
See Details ↓Agent hiring
See Details ↓Recent homebuyers aged 30–55 worried about mortgage risk.
The Mortgage Protection snapshot positions life insurance as the tool that keeps a family's home if the breadwinner passes away. It includes a complete lead capture funnel, a 21-touch follow-up sequence, and a lender partner referral workflow — all pre-built and ready to run.
What's included
Affluent professionals 30–55 and pre-retirees 45–65 planning tax-free retirement.
The IUL snapshot positions indexed universal life as a hybrid protection and investment vehicle. Three separate landing pages target different client avatars — young professional, family legacy, and small business owner — each with tailored messaging and AI follow-up.
What's included
Near-retirees and retirees 55+ seeking guaranteed lifetime income.
The Annuities snapshot focuses on guaranteed income for life. It targets prospects approaching retirement who fear outliving their savings. The rollover campaign specifically reaches 401k and IRA holders with messaging around guaranteed, stable income in retirement.
What's included
Seniors aged 50–80 and their families. No medical exam required.
The Final Expense snapshot is built for the senior market — empathy-driven messaging, no medical exam positioning, and a 7-touch follow-up sequence. 80% of final expense policies close by the 5th contact. This snapshot is built to hit all five automatically.
What's included
Entrepreneurs, high earners, and debt-burdened families aged 30–60.
The Infinite Banking snapshot sells the concept of using a whole life policy as a personal banking system. The funnel avoids technical jargon — it leads with "eliminate debt while building wealth" messaging and uses a detailed intake form to generate a personalized Debt Action Plan for each prospect.
What's included
Parents aged 30–45 planning college savings or generational wealth transfer.
The Million Dollar Baby snapshot markets a small IUL for children as an alternative to 529 plans. Core message: "$200/month today can become a six-figure tax-free college fund." The 529 vs IUL comparison page educates prospects on why an IUL offers more flexibility than a traditional savings plan.
What's included
Debt-burdened households aged 30–60 — families, business owners, and professionals.
The Debt Action Plan snapshot sells a debt-elimination strategy using whole life insurance. The hook: "We create your custom debt payoff plan." Prospects fill in their debts and the agent generates a branded, personalized report showing their debt-free date — creating a powerful visual that drives the close.
What's included
Any agent who wants to build a downline — from first hire to full team.
The Recruiting snapshot is the only snapshot included on every GRWTH TECH plan. It comes in two versions: a personal funnel using your own name and story, and a generic agent version for your downline to use with their own name. Every element is pre-built — the survey, the scoring, the pipeline, the follow-up.
What's included
Your snapshots are configured and ready before you ever log in. Choose your plan and start selling the same day.
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