We’re Accepting 10 Advisors for Our December Marketing System Buildout
Receive a complete, custom-built marketing engine designed to generate appointments, webinar registrants, and consistent annuity/IUL opportunities—built FOR you in 14 days.
Included in December onboarding:
Full webinar + funnel buildout
Automated SMS/email follow-up system
CRM setup, tagging, pipelines
Advisor onboarding onboarding checklist
Back-office support & case design
Full street comp
Ongoing training + support
Only 10 spots will be approved for December.
Complete the assessment below to see if you qualify.
If you aren't ready for marketing but still want top contracts and full back-office support, Click Here
or scroll down for more details
Why We Only Accept 10 Advisors in December
Building a complete marketing ecosystem takes time and precision.
To ensure every advisor gets a fully customized system that’s launched correctly, we limit onboarding to 10 advisors per month.
This allows us to:
Build your complete funnel within 14 days
Customize your automations, branding, and workflows
Ensure compliance and correct A2P setup
Provide personalized support
Set you up for fast results within the first 30 days
We don’t cut corners, and we don’t operate at volume.
You’re applying for a premium buildout, not a cookie-cutter marketing package.
What Your Marketing System Includes
🚀 Full Marketing System Buildout
Custom webinar funnel
Custom Educational Video Funnel
White Labeled eBook written and branded for you
Opt-in pages, thank-you pages, reminder flows
All copy written for you
Calendar integration + routing
Custom automations for lead nurture
CRM setup + tagging + pipelines
Nurture Campaigns
📱 A2P 10DLC + SMS Compliance Setup
Fully guided and DONE FOR YOU.
📈 Advisor Launch Plan (14-Day Kickstart)
We set up your:
Webinar
Email sequences
Appointment-setting funnels
Retargeting structure (optional)
🎧 Back Office Support
Case design
Carrier recommendations
Unlimited support
💼 Full Street Comp
No reductions. No gimmicks.
You keep your commissions.
🔥 Ongoing Support
We work with you long-term, not just during setup.
Who Qualifies for the December Buildout
To maintain quality and results, this program is only for advisors who meet the minimum standards.
Minimum Requirements:
Licensed (life or life/health)
At least 1+ year experience (or strong production history)
$1,000–$2,500+ monthly marketing budget
Ready to begin within 30 days
Able to complete onboarding tasks within 48–72 hours
Prepared for the $1,000 setup investment
If you meet these requirements, proceed with the assessment above.
If not, you’re still welcome to join our IMO with full street comp and support.
What Happens After You Apply
Step 1 — Complete the Advisor Readiness Assessment
Takes less than 60 seconds. Immediate qualification.
Step 2 — If Qualified, Schedule Your Strategy Call
We’ll review your goals, confirm timing, and cover onboarding steps.
Step 3 — Once Approved, Pay the Setup Fee
This locks in your December spot.
Step 4 — Begin the 14-Day Marketing Buildout
We create your entire system.
Step 5 — Launch Your Marketing
We integrate ads, webinars, and funnels so you begin generating appointments.
Ready to See If You Qualify?
We're selecting 10 advisors who want to scale fast in December.
About James Akers
James Akers is the founder and CEO of Akers Enterprises, an Independent Marketing Organization (IMO) built by an advisor, for advisors.
With 3 decades in the financial services industry, James has owned and operated a Medicare insurance agency serving over 1,000 clients and a successful Registered Investment Advisory firm as well as writing $39 million in annuities before launching the IMO Akers Enterprises.
His hands-on experience in both retirement planning and advisor marketing gives him a unique understanding of what producers truly need to succeed.
Recognizing that most IMOs offer limited marketing support, James created a model that blends full-street contracts with done-for-you marketing systems — without the inflated fees charged by traditional agencies.
Through Akers Enterprises, advisors gain access to turnkey marketing systems, automated webinar funnels, and weekly mentorship, all designed to help them scale efficiently and compliantly.
James’s philosophy is simple:
when advisors succeed, everyone wins.
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