Welcome to Akers Enterprises

Advisor Onboarding Hub

This page will guide you through getting started with Akers Enterprises.

Step 1 is required to complete your contracting.

The remaining steps will help us personalize your CRM and prepare your marketing system whenever you're ready. You can complete them now or return at any time.

How This Onboarding Works

Getting started is simple.

Begin by completing your contracting through SureLC.

After you're contracted, you can complete the remaining steps whenever you're ready. If you plan to take advantage of our optional marketing program, these steps will help us personalize your CRM and prepare your campaign for launch.

Your Onboarding Steps

Step 1: Contracting

Required to Become an Advisor

Complete your contracting through SureLC to become an advisor with Akers Enterprises. Once your contracting has been submitted, we'll receive a notification and begin preparing your CRM.

Once you open the page, please look below the login section and click the “Register New Account” button to create your profile. Once you have registered your account, you can request contracts for the carriers. Our three core annuity carriers are Athene, Nassau (Both shelf and Athos), and Nationwide Peak 10.

Step 2: Advisor Profile

Optional – Complete When You're Ready to Launch Marketing

Help us personalize your CRM and marketing materials by sharing a few details about yourself and your business. You can complete this now or update it anytime.

Step 3: Launch Your Marketing

Optional – Complete When You're Ready to Launch Marketing

Whenever you're ready to begin generating retirement leads, choose your monthly advertising budget and we'll begin preparing your marketing system.
Most advisors typically start between $1,000–$2,000 per month depending on their lead flow goals.
Your ad spend must be submitted before we can complete your CRM setup, A2P registration, and webinar campaign launch.

Step 4: Connect Your Calendar

Optional – Complete When You're Ready to Launch Marketing

Planning to use our marketing program? Connect your calendar so qualified prospects can schedule appointments with you.

Next Steps

After your contracting is complete, we'll begin setting up your advisor CRM and preparing your account.

If you choose to participate in our marketing program, we'll also build your marketing system, register your A2P texting, and prepare your campaigns for launch.

We'll keep you updated throughout the process and let you know when everything is ready.