INTRODUCING THE BREAKTHROUGH IN ADVISOR MARKETING
Retirement Everest: The "Dinner & A Movie" System That's Rewriting The Rules of Annuity Sales
Position yourself as the ONLY decumulation specialist in your market while generating $500K-$1.5M per event... without doing presentations, without workshops, and without the "bait and switch" tactics that make you feel like a used car salesman.
LAUNCH PERIOD BONUSES: Lock in $8,700+ in exclusive training before this offer expires
Why Everything You've Been Taught About Advisor Marketing Is BROKEN
Let me guess...
You're tired of doing the bait and switch workshop dance, right? You know the routine: Promote a "free" Social Security workshop or tax seminar, pack the room with people who have ZERO interest in annuities, then spend the entire presentation trying to shoehorn in your annuity pitch while half the audience checks their phones.
Or maybe you've tried the traditional dinner seminar circuit. You spend thousands on steak dinners, pray people show up, deliver your 90-minute PowerPoint presentation (hoping you don't bomb), and then desperately try to book appointments while prospects make excuses to leave.
The worst part? You're competing with every other advisor doing the EXACT same thing.
To your prospects, you all sound the same. You all look the same. You're all promising the same "safe retirement" and showing the same boring slides about market volatility and the "retirement red zone."
Here's the brutal truth:
Your prospects can't tell the difference between you and the three other advisors who invited them to dinner seminars this month. You're just another face in the crowd. Another "financial guy" talking about the same things everyone else is talking about.
And here's what makes it even worse...
Nobody wants to sit through your workshop anymore. They're burned out on PowerPoint presentations. They're exhausted by the hard sell. They've been "workshopped to death" by every advisor in town using the same tired playbook.
Meanwhile, you're working harder than ever—prepping presentations, managing no-shows, dealing with tire-kickers—and your production stays flat.
There has to be a better way.
And there is.
Introducing "Dinner & A Movie": The Positioning Breakthrough That Changes Everything
What if instead of doing the same old workshop that every other advisor is doing, you could host an EVENT that positions you as completely different from everyone else in your market?
What if instead of competing with other advisors, you could create a category of ONE—where you're the only decumulation specialist your prospects know?
What if instead of begging prospects to listen to YOUR pitch, they were literally standing in line to book appointments with you after watching a cinematic experience that pre-sells them on why they need what you offer?
That's exactly what Retirement Everest delivers.
Here's How It Works:
Personalized Banners
Personalized Posters
7 Decumulation Dangers Guidebook
You host a "Dinner & A Movie" event at a real movie theater or restaurant
We handle all the marketing to fill the theater with high-net-worth prospects ages 60+ who have serious money and are approaching or in retirement
You follow up using our proven sales system and close $500K-$1.5M in annuity production per event
Prospects enjoy dinner in a fun, relaxed environment
The lights dim, and Retirement Everest begins—a professionally produced, emotionally compelling film that does ALL the heavy lifting for you.
After the movie, prospects SET APPOINTMENTS directly on your calendar that night (not "call me back" leads—HARD appointments with date and time)
No pressure on you to deliver the perfect presentation. No worrying about having an off night. No competing with cell phones and distractions.
The movie does the selling. You just show up, turn on the film, and book appointments.
Why "Dinner & A Movie" Is The Future of Advisor Marketing
This isn't just another marketing gimmick. This is a fundamental shift in how you position yourself and how prospects perceive you.
Here's why this model is absolutely crushing traditional workshops:
1. Entertainment > Education
People are burned out on "educational workshops." But EVERYONE loves going to the movies. You're not inviting them to another boring seminar—you're inviting them to a FUN evening out. The experience itself is the differentiator.
2. Emotion Beats Logic
Film is the most powerful emotional medium ever created. While your competitors are showing pie charts and graphs, you're showing REAL PEOPLE with tears in their eyes talking about how their retirement was saved. People buy on emotion, and nothing creates emotion like cinema.
3. 100% Captive Audience
In a theater, there are no distractions. No phones buzzing. No waiters interrupting. No people getting up to leave. Your prospects are locked in, focused, and absorbing every frame of your message for 60+ minutes.
4. Instant Credibility & Authority
When you host a movie event, you're not just "another advisor." You're the person who brought a MAJOR PRODUCTION to their town. You have the big-screen credibility that instantly sets you apart from everyone else.
5. Pre-Qualified, Pre-Sold Prospects
These aren't tire-kickers or people who came for the free meal. These are prospects who CHOSE to spend their evening learning about retirement planning. They watched an hour-long film specifically about annuities and decumulation. They're PRE-SOLD before you ever sit down with them.
6. No More "Bait & Switch"
You're not tricking people into showing up with promises of "free Social Security analysis" only to pitch annuities. They KNOW they're coming to learn about retirement income and decumulation strategies. No more guilt. No more feeling like a sleazy salesperson.
Average Results Per 2 Night Event:
25 Attendees Per Event
15-20 Appointments Set
$500K - $1.5M In Production
$32,000+ In Commissions
Retirement Everest: The Film That Positions You as The ONLY Decumulation Specialist They Know
Here's where this gets really powerful...
Retirement Everest isn't just "another annuity movie." This is a cinematic experience that uses one of the most powerful metaphors ever created to explain the retirement journey—and why your prospects desperately need a decumulation expert to guide them.
The Mount Everest Metaphor: Why Decumulation Is More Dangerous Than Accumulation
We traveled to Mount Everest—yes, the ACTUAL Mount Everest in the Himalayas—to document a reality that most people don't know:
The majority of fatalities on Mount Everest don't happen on the way UP the mountain.
They happen on the way DOWN.
Think about that for a moment.
Climbers spend years preparing for the summit. They train, they plan, they hire guides. They successfully reach the top—the goal they've been working toward their entire lives.
But then... the descent begins. They're exhausted. Their oxygen is running low. Their judgment is impaired. And that's when disaster strikes.
The same exact reality faces your prospects.
They've spent 30-40 years accumulating wealth. They've climbed the mountain. They've reached the summit—retirement.
But now they face the most dangerous part of the journey: DECUMULATION.
This is where the real danger begins:
Sequence of returns risk that could devastate their portfolio in the first few years.
Longevity risk—will their money last 20, 30, or even 40 years?
Healthcare and long-term care costs that could wipe out everything they've saved.
Tax bombs waiting to explode if they haven't planned properly.
Inflation eroding their purchasing power year after year.
Market volatility when they can't afford to recover from a downturn.
And just like climbers need an experienced guide to navigate the descent from Everest, retirees need a decumulation expert to guide them through retirement.
That Expert Is YOU.
Retirement Everest positions you as the guide—the sherpa—the specialist who knows how to navigate the treacherous descent. While other advisors are focused on accumulation (helping people climb UP the mountain), you're the specialist in decumulation (helping people safely descend).
This creates a category of ONE in your market. You're not competing anymore—you're the only decumulation specialist your prospects know.
What Makes Retirement Everest Different From Any Other Retirement Film:
Epic Cinematic Production
This isn't a guy in a suit talking to a camera. We're talking aerial footage of the Himalayas, our trek to Everest Base Camp, stunning visuals, and a gripping narrative that keeps prospects on the edge of their seats.
Real Everest Climbers
We interviewed world-renowned Everest climbers who were nearly killed descending the mountain. Their harrowing stories create visceral emotional connections to the retirement journey.
Nobel Prize-Winning Economists
This isn't just emotional storytelling—we back it up with hard science and economic theory from the best minds in the field, giving you instant credibility.
Real Client Stories
Heartbreaking and inspiring stories from REAL retirees who share their journeys—some who planned properly and are thriving, others who didn't and faced devastating consequences.
Clear, Visual Education
The film doesn't just scare people—it educates them on exactly WHY they need a decumulation strategy and WHAT solutions exist (including annuities, but presented naturally within the bigger picture).
You Can Be IN The Film
That's right—we'll integrate YOU into the film so prospects see YOU as the local decumulation expert. Talk about positioning and authority!
Retirement Everest will be the most EPIC retirement film ever created. Period.
This Isn't Just A Movie—It's A Complete A-to-Z Dinner and A Movie Event System
Look, anyone can show a movie. What makes this work is the SYSTEM around it.
We've done hundreds of these events. We've tested everything. We know exactly what works and what doesn't. And we're giving you the complete playbook so you can replicate our success in your market.
Here's Everything You Get:
Theater Booking Assistance
We help you find and book the perfect theater in your market. No guesswork. No wasted time.
Complete Marketing System
We create your registration pages, landing pages, and run all the marketing to fill your event. We target the top-income, high-asset 60+ year-olds in your area.
Automated Follow-Up System
Prospects are automatically entered into a CRM system that sends text and email reminders to maximize show-up rates. (No-shows kill events—we've solved this.)
Event Night Scripts
You get the EXACT script to open the event, introduce the film, and book appointments afterward. Nothing is left to chance.
Appointment-Setting Process
Our proven system for getting prospects to schedule HARD appointments (date and time) on your calendar THAT NIGHT—not "call me back" leads that go nowhere.
24/7 Training Access
Complete online training system walks you through every single step of the process, from booking the theater to closing deals.
Personal Account Manager
Your dedicated account manager interfaces with the theater, answers all your questions, and makes sure everything runs smoothly.
Attend a Live Event
FREE ticket to attend one of OUR theater events in Salt Lake City or Tulsa so you can see exactly how we do it before you run your own.
Plus: The Proven Sales System to Close Every Deal
Getting appointments is only half the battle. You need to CLOSE them.
That's why we're also giving you our complete sales system that's been used to close over $1 million from each event:
First Appointment Training & Script: Exactly what to say and do in the first meeting to build massive rapport and uncover their real pain points
Fact-Find Training & Template: Our proven fact-finder that gets prospects to open up and share everything you need to position the right solution
Second Appointment Script & Presentation: The closing presentation that makes the sale feel natural and inevitable
Case Design Help: We help you design the perfect solution for each prospect
Annuity Comparison Software: ($1,800 value) FREE software to quickly compare carriers and products
"Ghost Letter" Bonus: How to get prospects who go dark to re-engage and get back on your calendar
"Hater Letter" Bonus: Turn attendees who didn't schedule appointments at the event into more appointments
Real Results From Real Advisors
Traditional Workshops vs. Dinner & A Movie Theater Events
Features
Traditional Workshop
Dinner & A Movie
Prospect Experience
Another boring seminar
Fun night out at the movies
Differentiation
Same as every other advisor
Only decumulation specialist
Your Effort
Must deliver perfect pitch
Movie does the selling
Prospect Attention
Distracted by phones, leaving early
100% captive audience
Emotional Impact
PowerPoint slides and graphs
Cinematic storytelling
Topic Focus
"Bait & switch" required
100% retirement/annuity focused
Prospect Quality
Came for free meal/info
Pre-qualified & pre-sold
Consistency
Depends on your performance
Perfect pitch every time
Authority & Credibility
Just another advisor
Big-screen credibility
Average Production
$50K-$200K per event
$500K-$1.5M per event
Exclusive Territory Protection & Elite Benefits
Exclusive Territory Protection
Each event is held in an exclusive territory, which means you won't be competing against any other Retirement Everest advisors for a 4-week period at that location. And you can earn complete territory exclusivity and ownership through production.
FREE MARKETING
For every $500,000 you produce, I'll pay for ALL your marketing for the next event. Your costs go down, ROI goes up. As you produce, I'll PAY FOR EVERYTHING—your events, radio ads, online marketing, and TV spots become completely FREE.
Weekly Mastermind Calls
Get support, help, and inspiration EVERY WEEK. Hear from other top producers doing exactly what you're trying to do so you can mastermind and ensure you make the most money possible.
Authority Building System
At our highest level, we build you a complete Authority Website, logo and branding overhaul, Shock & Awe package, custom USP, and even help make you a best-selling author on Amazon for maximum credibility.
LAUNCH PERIOD EXCLUSIVE BONUSES
Lock In Over $8,700 Worth of Advanced Training When You Join During Our Launch Period
These bonuses are ONLY available during our launch period and will never be offered again. This is your chance to get every piece of training, every script, every secret that top producers use to dominate their markets.
BONUS #1: 2-Hour Jeff Brown Deep Dive Interview ($497 Value)
Get exclusive access to a 2-hour interview with Jeff Brown, award winning economist and star in retirement deception.
BONUS #2: 80% Roth Conversion Closing Script & Training ($297 Value)
Discover the "80% Roth Conversion Strategy" that's helping advisors add an additional $200K-$500K in production per year. You'll get the complete closing script that closes 80% of the room at the end of the event. Plus how to position this advanced strategy to high-net-worth clients. This is a game-changer for advisors looking to provide massive value while increasing their revenue per client.
BONUS #3: Blue Ocean Lifestyle Training with Stacy Taniguchi ($397 Value)
Stacy Taniguchi is a world-renowned expert and star in Retirement Everest. This session will change your life as you discover how to create the lifestyle .
BONUS #4: Income Calibration Brand & Process Access ($297 Value)
Get complete access to the proprietary "Income Calibration" brand, process, and methodology—a proven system for helping retirees optimize their income streams in retirement. This will allow you to completely differentiate yourself from all the competition.
BONUS #5: Income Calibration Sales System - Complete Presentation & Role Play ($997 Value)
Steve is a top producer who has generated over $10 million in business starting from ZERO the first year in the business. In this exclusive training, Steve breaks down the complete sales presentation step-by-step, then does LIVE ROLE PLAYS showing you exactly how to deliver it with maximum impact.
BONUS #6: THIS IS HUGE! Video Testimonial Portfolio of Success Stories ($4,997 Value)
This doesn’t exist anywhere else in the world. Access our complete library of professional video testimonials from real clients who have benefited from annuities and proper retirement planning. Use these powerful videos in your own marketing, on your website, in follow-up emails, and in presentations. These aren't amateur iPhone videos—these are professionally produced testimonials that build massive trust and credibility.
BONUS #7: Free Attendance at next "Look Over Our Shoulder" Live Event ($397 Value)
Join us for an exclusive "look over our shoulder" live event where we pull back the curtain and show you EVERYTHING we do behind the scenes to run successful theater events and build million-dollar practices. You'll see our complete marketing system, our sales process in action, and get to network with other top producers. This is an invaluable opportunity to compress years of learning into a single weekend.
BONUS #8: Personal Coaching Call with the "$500 Million Dollar Man" ($597 Value)
Get a private, one-on-one coaching call with our "$500 Million Dollar Man"—a top producer who has personally written over half a BILLION dollars in annuity production. On this call, you can ask him anything: how to close bigger cases, how to handle high-net-worth objections, how to scale your practice, or how to break through whatever plateau you're currently facing. This kind of access is priceless.
BONUS #9: Chris Warner Exclusive Interview ($297 Value)
Chris Warner is one of the world's leading Everest climbers and mountaineering experts. In this exclusive interview filmed during our Retirement Everest production, Chris shares incredible stories of survival, leadership under pressure, and the critical importance of having an experienced guide. You'll learn powerful metaphors and stories you can use in your own sales conversations to illustrate why prospects need YOU as their decumulation guide.
Total Bonus Value: $8,976 These bonuses are ONLY available during our launch period. Once the launch period ends, they're gone forever.
Is This Right For You?
This IS For You If:
This Is NOT For You If:
You're a financial advisor who is focused on selling annuities (IAR with a 65 are ideal!)
You're not licensed to sell annuities or investment products
You're ready to position yourself as THE decumulation specialist in your market
You want a "get rich quick" scheme with zero effort
You're tired of "bait and switch" marketing that feels sleazy
You're not willing to invest in marketing your events
You want to work with pre-qualified, pre-sold prospects
You're not coachable or refuse to follow proven systems
You want to scale to $1M+ per month in production
You're looking for online leads or a completely passive approach
You're coachable and willing to do things differently than you've done before
You're not serious about scaling your production significantly
Why You Need To Act NOW
Territories Are Closing Fast
We have many cities that are completely closed because we have top producers who are crushing it and have earned territory exclusivity. As more and more producers come into the program, fewer and fewer areas will be available.
Once your territory is claimed by another advisor, it's GONE. You'll be locked out while your competitor uses this system to dominate your market.
Launch Period Bonuses Expire Soon
The $8,700 in launch period bonuses will NEVER be offered again once this launch period ends. This is a one-time opportunity to get every piece of training, every script, and every resource that top producers use.
Once the launch period closes, these bonuses disappear forever. You'll still be able to join the program, but you'll miss out on tens of thousands of dollars in training and resources.
Your Competitors Are Already Moving
While you're reading this, other advisors in markets across the country are implementing this system and positioning themselves as THE decumulation specialist in their area.
The longer you wait, the more entrenched they become. The more they own the "decumulation expert" positioning in their market, the harder it will be for you to compete.
First-mover advantage is REAL in this business. The advisor who positions themselves first wins.
Ready To Write An Extra $1 Million Per Month Starting In The Next 30 Days?
Here's what to do next:
Click here to schedule your strategy call below.
On this call, we'll discuss your market, your goals, and whether Retirement Everest is the right fit for you. There's no pressure, no hard sell—just a conversation about how this system can transform your practice
Don't let another month go by doing the same things that aren't working. Don't let another competitor claim your territory. Don't miss out on the launch period bonuses.
The advisors who take action today will be the ones writing $1M+ per month a year from now.
Will that be you?
DISCLAIMER: The success stories and results shared on this page are not typical and we cannot guarantee your results. Your success depends on many factors including your effort, experience, market conditions, and following our proven system. Past performance does not guarantee future results.
Insurance products and investment advisory services are offered through licensed professionals. Retirement Everest is a marketing system designed for licensed financial professionals.