Resource pack · prepared for review

How we build your acquisition system.

Ten short sections covering the five systems we run, the compliance position, the numbers and the terms. Written to be read alongside your compliance function.

Start reading Run your numbers

Years operating, founded 2017

$300M+

Client revenue generated

200+

Partners served

The system on one page

Five stages, start to booked call

Five stage acquisition blueprint: market intelligence, video ads, funnel and qualification, booking, your call — Section §2 walks each stage against our five-systems framework and names who is accountable.

Executive summary

What this is

A reference pack, not a pitch. Read it in any order.

Who it is for

Licensed producers writing fixed indexed and income annuities.

What we build

Branded ad creative, a qualification funnel, booked appointments, a CRM you own.

How we are paid

Flat monthly retainer. Never per prospect, never a share of commission or premium.

Ad spend

Paid by you, direct to Meta from your own Business Manager.

What you own

Ad account, pixel history, records, CRM, creative. During and after.

Time to live

Seven days from signature.

Baseline economics

$180 per booked appointment at a $250,000 investable-asset minimum.

Compliance stance

Marketing services only. No licences, no advice, every asset approved in writing first.

Where we operate

Insurance agencies

Multi-producer agencies and brokerages.

Financial and wealth practices

Annuity and retirement income producers. This pack.

Recruitment

Placement firms running the same acquisition model.

Sections

§1For annuity producersThe system built specifically for advisors writing fixed indexed and income annuities.→§2How the system worksEvery stage from ad impression to a qualified appointment on your calendar, and who runs each one.→§3Systems, data and ownershipThe platform, the 50+ AI agents, the integrations, and what you keep if we part ways.→§4Compliance positionFINRA/SEC advertising rules, state insurance advertising law, TCPA consent, and who is responsible for what.→§5ROI & growth map calculatorSet your appointment target and asset minimum. See ad spend, return, and a 6 or 12 month growth map.→§6Client resultsEleven anonymised engagements with ad spend, booked appointments and reported return, including the weak ones.→§7Creative and funnel assetsThe ad angles, the qualification flow, the nurture sequences and the resources that pre-educate a prospect.→§8Onboarding, the first 7 daysFour stages from signature to launch, what we need from you, and the conditions met before anything goes live.→§9Commercial termsThe retainer, how ad spend flows, what is included, exclusivity, term and notice.→§10About Pwrd MediaThe operators behind the system and the track record behind the claims.→