Momentum Strategic Partnership Program

Momentum is a strategic partnership program for insurance agents and financial professionals who would benefit from partnering with an elite advisory firm in the retirement planning industry. This program was designed to pair agents with a team of professionals that have created a proven sales and seminar system which has produced over 40 million dollars in FIA premium in 2019.

Ideal candidates for the Momentum Program include experienced agents who do not do retirement planning, agents who want to grow their production, new agents and agents who would like to be trained how to run our system themselves.

Momentum Program agents:
  • Have access to a team of elite advisors who produce over 40 Million per year in FIA premium and over $1million in life insurance.
  • Participate in generous & transparent commission splits based on defined roles.
  • Financial stability, exceptional client service, field and educational support.
  • Own their business and have ownership in the client through the whole process.
  • Have access to the contracts & carriers needed to implement the program at high commission levels.
  • Have the ability to be trained, learn & implement the planning process independently.
  • Can take advantage of the client workshop platform attached to the Momentum Program.
  • Have the ability to become Momentum Elite Advisors and advise other agents in the program.
Resources Included -
Collaborating agents will receive:
  • Red Tail CRM Membership.
  • Street or above level contracts with all carriers used in the program.
  • Retirement planning advisor landing page.
  • email
  • Access to Momentum Program marketing resources (Weekly client posts, scripts and more).
Momentum Program Requirements -
Collaborating agents:
  • Must have an active insurance license and E&O insurance.
  • Must complete contracting with the approved carriers through Praxis ACG. (Athene, AIG Partners Group and others as directed by Momentum Advisor).
  • Must sign the Momentum Collaboration Agreement.
  • Must have an active Momentum Program Membership for administration fees. ($89.95 per month)
  • Must complete a 1 hour program training.
  • Must be a member of the Momentum Program closed Facebook group.

Still unsure?  Email Nathan Klug at [email protected] to schedule an appointment to go over the Momentum Program details!