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.

Once your contracting is complete, we'll create your advisor CRM and provide access to our back-office support and resources.

The remaining steps are optional and will help you get started with our annuity lead program whenever you're ready.

How This Onboarding Works

Getting started is simple.

Begin by completing your contracting through SureLC.

Once contracted, you'll receive your CRM login information and access to our advisor resources.

When you're ready to start generating annuity leads, complete the optional steps below to personalize your profile, order your leads, and connect your calendar.

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 to Personalize Your Advisor Profile.

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: Order Your Annuity Leads

Optional – Complete When You're Ready to Start Marketing

Ready to start receiving annuity leads? Visit our Lead Option to explore available lead packages, select the states you want to market in, and choose the option that best fits your business.

Once you place your order, we'll begin preparing your campaign and guide you through the next steps.

Step 4: Connect Your Calendar

Optional – Recommended for Advisors Using Our Lead Program

Make it easy for interested prospects to schedule a time to speak with you. Connect your calendar so we can include your scheduling link in your annuity lead follow-up emails.

This allows prospects to book a phone appointment with you at a convenient time.

Next Steps

Once your contracting is complete, we'll create your advisor CRM and send you your login information.

When you're ready to start receiving annuity leads, visit our Lead Store to select your lead package and place your order. We'll then begin preparing your campaign and guide you through any remaining setup steps.

In the meantime, you'll have access to our back-office support, product training, and case design assistance.