Akers Enterprises is an Independent Marketing Organization (IMO) built by advisors, for advisors. We offer full-street annuity and IUL contracts, along with an elite done-for-you marketing system designed to generate high-intent appointments.
Q: How is Akers Enterprises different from other IMOs?
Most IMOs offer contracts and call it a day. We provide the contracts and the entire marketing engine behind them — funnels, webinars, CRM, automations, and ongoing optimization — all managed in-house. No inflated agency fees, no outsourcing, no lead vendors.
We also offer full back-office support for case design, planning, training, and mentorship.
Q: Do I have to move all my contracts to use the marketing system?
Yes (Limited exceptions may be accepted on a case-by-case basis)
Our marketing system is now exclusively available to advisors who join our IMO and place their annuity and IUL contracts under us. This ensures consistency, support quality, and long-term alignment.
Q: How does your marketing system work?
We build and manage your entire digital funnel — ads, landing pages, webinar presentation, CRM automation, reminders, and appointment workflows. You focus on appointments and closing business. We handle the tech, optimization, and marketing infrastructure.
Q: What’s included in the setup fee?
Your $750 one-time setup covers everything needed to launch:
Branded funnel + landing pages
Webinar framework + copy
Educational “Tax-Advantaged Retirement Planning” video
White-label eBook branded to you
CRM integration + appointment workflows
SMS + email reminder sequences
Conversion tracking (pixel, UTM, event setup)
A2P/SMS compliance registration
Initial campaign buildout and launch setup
Q: Can I make payments on the setup fee?
No. The setup involves a significant amount of upfront work, software costs, and compliance requirements, so the fee must be paid in full.
Q: How much do I pay monthly?
Just $250/month — only if you do NOT write at least one application per month. If you produce, your monthly fee is waived.
Q: Do I pay for my ad spend separately?
Yes. You control and fund your own ad budget directly through the advertising platform.
Most advisors see webinar registrations in the $10–$12 range.
Q: How much ad spend do I need each month?
Most advisors start with $1,000–$1,500 per month and scale up as appointments convert into commissions.
Q: What are the average costs, show rates, and close rates advisors are seeing?
While results vary by advisor, market, and ad spend, here are the averages we are currently seeing across the advisors using our system:
Educational Video Funnel: ~$100 per appointment with an average 20% close rate
Webinar Funnel: ~$250 per appointment with an average 51% close rate
These are averages based on current advisor data, not guarantees, but they reflect what we consistently see due to the education, time investment, and trust built before the appointment.
Q: Do you take a cut of my commissions?
No. You receive full-street contracts and earn 100% of your commissions.
Q: How do you make money if the marketing fees are low?
We’re an IMO. Our revenue comes from standard carrier overrides on business you write — never from inflated marketing fees.
Q: Will I have help getting started?
Absolutely. You’ll receive a personal onboarding call and ongoing support as you begin running your marketing system.
Q: Who manages my campaigns?
Our in-house marketing team — the same team responsible for multiple six-figure monthly producers — manages your funnels, ads, and automations.
Q: Is this compliant with advertising and carrier guidelines?
Yes. All funnels, scripts, ads, and automations are structured under financial-services compliance standards, including A2P, Meta, YouTube, and general carrier guidelines.
Q: What’s the first step?
Click the button below to complete the short qualifier.
Q: When can I schedule a strategy session?
Once you complete the qualifier, if you meet the criteria, you’ll be taken directly to James’ calendar to choose an available time.
Have a question that we didn't cover? Email us at: [email protected] and we will get back to you within 24 hours.
