Annuity & IUL Marketing System for Independent Advisors

We build and run the marketing engine.
You focus on your clients and your practice.
No lead vendors. No fluff. Just real support and execution.

Why We Built This

Most advisors aren’t failing because of a lack of effort.
They’re failing because they’re forced to wear every hat at once:

Marketing director

Funnel builder

Lead manager

Automation technician

Follow-up specialist

Appointment setter

While they’re buried in all of that, clients get less attention—and production stalls.

The truth?
Advisors shouldn’t be building marketing systems.
They should be closing cases and serving clients.

Yet nearly every IMO promises “support”…
…and almost none deliver the execution or infrastructure that actually helps advisors grow.

That’s why we built Akers Enterprises—to remove the burden, run the systems, and give advisors a real marketing and operations partner instead of another set of tools and promises.

The Solution

We build and manage the complete marketing and follow-up infrastructure for you—so you can focus on clients and production, not systems.

That includes:

Lead funnels built for advisor use

Appointment booking and scheduling systems

Webinar funnels (optional)

Full CRM setup and configuration

Text and email follow-up automations

Pipeline, tracking, and reporting structure

A2P compliance guidance and setup

Ongoing monitoring and optimization

Everything is built in-house.
Everything is designed to work together.

There are no management fees when you place your annuity and IUL business under our IMO—aligning our incentives with yours from day one.

No outsourcing.
No gimmicks.

Just a fully supported system designed to consistently generate interest and appointments—without pulling you away from the work that actually grows your practice.

What You Get

A fully built, fully supported marketing and follow-up infrastructure—designed specifically for financial advisors.

Your complete system includes:

✔ Customized CRM Platform
A fully built and configured CRM tailored to your practice—provided at no cost.

✔ Website Design & Hosting
We design and host your website. You purchase your domain; we handle everything else.

✔ Funnel & Landing Page Buildout
Purpose-built pages designed to guide prospects toward education and scheduled appointments.

✔ CRM & Automation Setup
Text and email follow-up, tagging, tracking, and nurturing—fully built and managed for you.

✔ Appointment Booking System
Integrated scheduling that allows prospects to book directly as they engage.

✔ Lead Nurture Sequences
Long-term follow-up systems that keep prospects engaged until they’re ready to talk.

✔ Follow-Up & Pipeline Structure
Clear pipelines and tracking to ensure no inquiry is missed or forgotten.

✔ Webinar & Workshop Funnels (Optional)
Educational webinar and event systems for advisors who use seminars or virtual presentations.

✔ Ongoing Support & Optimization
Performance monitoring and ongoing refinements as your activity and volume grow.

✔ A2P & Compliance Guidance
Guidance and setup to align with carrier expectations and SMS compliance requirements.

You cover your advertising spend.
We build, manage, and support the entire system.

Why We Do It

We don’t make money by selling marketing services.
We make money when you write business.

That means our incentives are aligned from day one.

Our model is built around investing in advisors who are serious about growth.
When you grow, we grow.

That’s why we commit real time, capital, and expertise to your marketing upfront—not after contracts are signed or fees are paid.

We believe in this system enough to build it at our own cost and stand behind it as a long-term partner, not a vendor.

Credibility & Experience

When you partner with Akers Enterprises, you’re not handed off to a help desk or layered support team. You gain:

Direct access to leadership

A proven system actively used across multiple advisors

Support from a team that understands annuity and IUL marketing firsthand

Established carrier relationships

Practical guidance from people building, running, and refining these systems every day

Advisors aren’t looking for another “IMO.”
They’re looking for a partner who understands production, execution, and growth—and who is invested in helping them scale.

That’s who we are.

Akers Enterprises

10845 Griffith Peak Dr

Suite 200

Las Vegas NV 89135

© Akers Enterprises 2026. All Rights Reserved.