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So, why would we use an Elvis Presley song written by Mac Davis and Billy Strange back in the ’60s as the title of our book? Well, after well over 37 years in this industry, it has never been more apparent what a professional life and annuity agent needs from their IMO.

Gretl Rausch wrote in the May 2024 edition of Idtimemusic what the message was of the song. “It encourages the listener to let go of their inhibitions and live in the present moment. It inspires individuals to break free from social norms and live life to the fullest.”

As you know, the song continues with “A Little Less Fight, A Little More Spark.” If that’s what you are looking for, welcome to the family!

This industry has changed a lot, even in the last two years. Remarkable, dividing changes, actually. An older agent may suddenly feel completely out of touch, and a new agent doesn’t know how to separate themselves from the crowd without spending a fortune. We’ve been watching this phenomenon occur right before our eyes.

We’ve done our best to cover all the bases for you.

Strap in for a few minutes and give this a read. I promise it’s worth your time.

I have always said to be successful in this business; you first must be “WILLING.” That means a dedicated focus to your practice to make it the best you can. You must treat your franchise as gold.

Secondly, you must know your product. How can you recommend without knowing the pros AND cons of what you’re selling? Doing the “right” thing for your client is a must.

Third, you must have a team. You can’t do all of this on your own. It’s impossible if you plan to be a category of one.

Fourth, you must have confidence in your ability. Fifth, you must ask for the business. While that seems so simple, it’s a task that many cannot come to terms with.

Finally, number six requires follow-up from the beginning of the sale until the end and afterward.

We know you can be truly successful if you can achieve these six “must-do” tasks. It’s what your practice is about.

What I can promise you is that if you follow our plan and process, I guarantee I will get you in front of more prospects than you have ever had before. That’s a strong statement, huh?

Let’s have a conversation, and let me show you how we can back that up!

Let’s dig in.

Danny Rasberry, CLU, ChFC

From Where I Stand...

Every agent is different, and every game plan is unique. So, let’s build a playbook just for YOU. It sounds too good to be true. It can be done. Instead of lengthy conversations and promises, we just do it.

We will build your own prospecting system with budgets based on your capacity, whether you are brand new or have been doing this longer than I have. Yes, let’s sit down and talk about your goals and what keeps you from hitting them!

Let’s talk about the possibilities, beginning with training.

Each week since COVID began, we have been hosting training calls twice a week. “Coffee and Conversation” is both a product platform and concept discussions. We spent one hour per day (each is recorded so you can go back and listen to each segment) on what is happening in the industry, new product offerings, and live training. It’s also a wonderful way to interact with other professional agents, receiving and giving helpful hints on what is working in the field.

Basic training—if you’re a new agent, this type of training is invaluable. If you’re a veteran agent, it still doesn’t hurt to hear the basics again. We do this training live in various locations around the country. It’s a momentous day of training for new agents coming into your agency or even your staff. We offer two to three concepts to help agents get on their feet and run quickly.

“Family is Important to Me” Term Campaign Term Insurance with Accelerated Benefits is one of the best ways for a new or veteran agent to begin a campaign. Our campaign is complete with the agent’s own personalized book and wristbands. Scripted letters, emails, and funnels are just a small part of the campaign to help an agent thrive in this business.

“CAB—Child Asset Builder”—Several years ago, we combined our efforts with a major carrier to develop a simple yet effective way for parents or grandparents to help their children get a head start in life with their own life insurance plan built on a tax-favored, asset-building plan that comes with accelerated benefits. Once again, this campaign comes complete with scripted letters, emails, and funnels to ensure that your message gets heard.

Advanced Training EVENTS

Dinner Seminars

– For decades, we’ve watched some agents thrive doing seminars, and we’ve watched even more fail. As you know, typically, an agent will spend more than $7,000 doing a dinner seminar. That’s a huge commitment if you have never done one. It’s a different type of sale. There is so much at risk, and it’s hard for an agent to “cover all the bases.” The mailing company offers recommendations, but do they truly fit the type of client you want to be in front of?

They guarantee 40 people in the seats, and you might set appointments with 7-8 buying units, and in the end, you could come up empty. It hurts your self-confidence and your pocketbook. Thus, you don’t do it again. Well, we believe in seminars. It’s a terrific way for you to meet new prospects and a fantastic way for them to meet you! So, at the beginning of 2023, we developed a plan that has become our number-one prospecting system. In fact, RPG guarantees it!

Our system is about ¼ the cost, and if you are doing moderate production with us, it’s free for the mailings, lists, invitations, and more. Your only cost is the venue and food. The key is consistency and working with our staff and in-house mailing team. We prefer a smaller group with a higher net worth. But it doesn’t stop there. We believe the most important aspect is the follow-up. Our agents have done millions of premium dollars since we started. We have over ten dinner seminars to choose from. Some use accountants and attorneys, some are for yourself, some have PowerPoint presentations, and some do not.

Financial Seminars—We believe in the power of financial education and consider it one of the best prospecting tools available. Our seminars are once a week for two, three, or four weeks. We have developed prospecting material to help you develop conversations with employers, organizations, and churches.

Public Seminars—We have two excellent sources for public financial education workshops on retirement and overall financial education.

Small Business Concept- We believe this is the greatest opportunity available to an agent or agency. It’s the most underserved market in the industry. We have a complete program, including our book, “The Next Step – A Bold Approach to a Quality Plan,” designed for your individual use. It provides an employer with updated information about the tax credits available from the Secure Act 2.0 and is loaded with information concerning benefits for the employees and management/owners.

Our system has top-to-bottom prospecting for reaching an employer along with a five-sided follow-up angle. We know employers are busy, and our system is a gentle yet effective way to keep your name at the forefront.

Extra Ordinary Marketing -

We have a 10-week class that will take your practice to the next level if you follow the system. You can be a category of “one,” where your name is at the top of your prospects’ and clients’ thoughts. This intensive course helps you break away from the pack and stem. You

can be a category of “one,” where your name is at the top of your prospects and clients’ thoughts. This intensive course helps you break away from the pack and help you find your true niche and expertise in your practice. It provides you with a full understanding of having a process and focus.

Prospecting At Its Best

So, how can you increase your opportunities to reach new prospects? We’ve already covered our seminars, small business, Child Asset Builder, and Term campaigns, but let’s dive deeper.

As we mentioned before, you must have a team dedicated to your success to be successful. As we mentioned before, to truly be successful, you must have a team dedicated to your success. Here are a few ways we can help you build your prospecting and follow-up campaigns.

Our Own Mail House—We’re strong believers in developing relationships in unique ways.

Customized direct mail has been highly successful for us. Sarah Tyner oversees our mail house operation. It’s important to her and her team that you get the biggest bang from your campaign. She is not only in charge of our dinner seminar setups, but she helps ensure success by the type of lists, invitations, and venues that are picked based on your individual branding.

Emails—My first thought when it comes to emails is that they are overused and not effectively done. We’ve built a program of “story-telling” seminars to help you garner a prospect’s interest. No, not one of two of them but dozens of them based on your truelife experiences. The objective is to have your prospect enjoy the contents of the email and develop a relationship with you.

RockStar Funnels—Back in 2019, I asked our Senior Vice President Amber Hayes, a music star in her own right, to find me the best rock and roll marketer. She did. And since then, we have helped turn several agents into industry stars. We did this with a one-of-akind “Plug and Play” marketing system using funnels. Today, almost all our agents have their landing pages for the funnel and/or campaign marketing. There are unique ways to use this type of technology, and we’re skilled in bringing this “one-of-a-kind” prospecting system to you. From a follow-up system of a community campaign to national advertising, we can help you reach heights you never thought possible before.

Events—We’re BIG believers in having events. From small to large. From having two to three couples invited to an evening out to have thousands in your backyard with national music acts. Let’s coordinate an evening dinner with a country music, blues, rock, or gospel legend where you invite 4 to 5 couples for a night of incredible storytelling. If you can think of it, we can build it.

Amber, our senior vice president, has a background that includes 6 top 40 country music hits, two major stage shows including playing Kathy Twitty in the Conway Twitty musical - “The Man, The Legend, The Music” and starring in two movies, “Cowgirls and Angels” and “Dakota’s Summer.” Her knowledge of marketing and promotion is unsurpassed. I started my career as a campaign manager and a concert promoter before jumping into my life’s work in the insurance industry. My family is part of the hit television show on HGTV called “Home Town”, now in its 8th season. Erin is my niece, Jim (one of the best financial planners in the country) is my son, Mallorie is my daughter-in-law, and Lucy is my granddaughter. We know media, film, campaigns, promotions, and marketing.

In fact, Amber has a program called “RockStar in Your HomeTown” to help you achieve the “category of one” in your community. It’s an individualized process built just for you and your budget. It’s a way to separate you from the rest of the herd and dominate the competition.

Social Intel—The most crucial task in prospecting is knowing your prospect and client. Since 2020, we have committed heavily into social intelligence. It helps you begin a conversation and get to the point quicker. We believe in conversations, not scripts. Having a head start with your prospect is vitally important. Our team will assist you with your events by providing information on all attendees. You might just want to know more about an upcoming appointment. We will provide that needed information. If you have a staff, we will train your team to find the most up-to-date information on that prospect.

Shock and Awe—How do you break out of the crowd? By being unique. By being you. Many times, during the year, your prospect, or client deserves a “Shock and Awe” package where you grab their attention! Want to get the point

across? “Shock and Awe” them. Learn what we mean!

Your Own Book—No, I’m not talking about a ghost-written book where you write one chapter and twenty other chapters of useless information. I’m talking about the book that you wrote! I have a book called, “How to Write, Publish, and Promote Your Book in 30 Days!”. I’ll help you through it. The results are an enormous advantage. Learn to tell a story, your story, and begin prospecting with it.

People love to know who they are talking to, just like you do. It helps you reach common ground with your prospects and clients.

Magnetic attraction is a real concept. It can enhance anyone’s business. Be honest, be realistic, and let people see your passion. It’s an unbeatable combination.

At this point, I suspect you are realizing the power of “The marketing of YOU!” It cannot be overstated. Being a marketing machine is essential to your practice.

Now, let’s move to the ease of doing business with RPG.

WORLD CLASS,

Just for YOU

Annuity Desk – RPG provides exceptional service with our annuity desk, which has over 8 billion dollars of premiums written in 2023. As the number one producer of annuities to F & G and Athene, this service will help you with all aspects of your annuity business. With carriers like F & G, Corebridge, Athene, Global Atlantic, Lincoln, North American, Nationwide, and more, our annuity sales desk and business relationship managers will assist you with training on the various products, filling out applications, and working the application through underwriting until delivery. In addition, they can show you comparisons between other annuities to make sure you are offering the best products. This will include fixed MYGAs and fixed indexed annuities. Knowing that you are not only competitive but providing the best possible solution with a team that helps you get the application issued and the policy placed is exceptional. Also, all

your pending business will be in one place. You don’t have to go searching for updates on your business.

Life Desk—We also have a specialized desk for term insurance, handled by Caleb Lindsey in our Nashville office. Banner, Corebridge brokerage, Corebride QoL, Protective, North American, Pacific Life, Assurity, and others are all provided. Quick, clear parameters on price, convertibility, and benefits are instantly provided.

Indexed Universal Life

We’ve been in the IUL space since 2002, offering Camp IUL in person and virtually. Yes, we’re raging fans, but we are quick to teach the pros and cons of this product. Only 14% of IULs are built for death protection,

while 86% are for accumulation. Knowing how to structure these plans in the client’s best interest is essential. In 2022, when the revision of the 7702 regulation came out, we took a giant step with several IUL carriers in truly providing an overfunded IUL as an asset accumulation vehicle. We provide specialized help on each of your cases, including underwriting. Our carriers include but are not limited to F & G, Corebridge, Symetra, Allianz, National Life, Lincoln, North American, Protective, and Pacific Life.

Whole Life—For agents who have trusted Whole Life throughout the years, we’ve got it. Security Mutual, Assurity, National Life, and Lafayette Life are some of our core carriers. We provide solid options for you and your clients very competitive based on the design you’re looking for.

Long-term Care—In today’s competitive world, look to us for guidance. OneAmerica, ForeCare with Global Atlantic, The Bridge with Equitrust, or perhaps options through various life insurance and other annuity carriers give you an array of discussion points you can have with your clients. LTC and home Health Care options are quickly becoming a big part of our business at RPG.

401k plans—As a former TPA for a national mutual fund company, I know qualified plans well. We can help you with cases, whether they are brand new or an existing plan. We work with several carriers and have many options for defined contribution plans.

Face to Face Consistent Training

Each quarter, we will offer a meeting on some of our significant concepts and products. We’ve been doing Camp IUL for over 15 years throughout the country. Not only do we teach you the product, but we also train you to deliver it to your prospects and clients. From expense ratios to understanding illustrations, having the knowledge to present IUL is critical.

These day-and-a-half meetings are invaluable for your practice. Our “Seminars and More” training delves into the complete process of having consistent, new prospects to see. We explain how we do it and how you can get the mailings for free by doing reasonable production with us. We got through several of

the seminars that we offer. More importantly, we teach you what to say after the seminars. We provide the complete follow-up campaign for you, including emails, texts, calls, and even scripting (as a guide) for the meeting conversation afterward.

The most underserved market in this industry is the small business arena. Our special training includes social intelligence, how to first develop a relationship with a small business owner, information about important tax credits, and the benefits of providing valuable insurance products and 401k’s to their employees. A complete from A to Z from prospecting to delivery of our products.

The greatest part is that once every quarter, you can bring your experiences in the field to us in person as we partner to make your practice the best it can be. Our course, “ExtraOrdinary Marketing,” with tips on how to separate you from the pack, is included in each course. In both the “Seminar and More” and “Small Business Marketing,” we also include breakdowns on all of the top annuities and their benefits.

Escape To Better Days!

RPG’s NEWEST, BEST Contest!

Paid Production Between August 1, 2024 –June 30, 2025

Norwegian Escape Cruise Lines 7 Day Adventure from New Orleans

Sunday, November 15 – November 22

Ports of Call

• Cozumel, Mexico

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Are you ready to change your way of working, your process, and your focus?

It’s challenging to spell out all that we provide at RPG. The best way to describe it is that we work for you. We don’t try to push you into our system. Rather, we take your system to see if we can help you improve. Simply put, we consider it a partnership.

Our company’s belief has been the same for years and will continue to be.

“Life is Short. Live Well. Bring Value. Have FUN!”

Let’s talk no matter what stage of your career or how much you need from RPG. I don’t mind doing it virtually, but I prefer face-to-face. Let’s get to know each other and see how we can help. Starts with an email or phone call.

Give Amber a ring in Nashville at 615-569-7273 or email her at amber@rasberrypg.com.

Or try me in Laurel at 601-649-2822 or email me at danny@rasberrypg.com.

Let’s do something amazing!