For Pro-Growth and Experienced Advisors Only...
30+ Appointments with $500k+ Investable Assets...
or You Don't Pay!
If They Don't Show Up AND Meet Your Minimum Investable Asset Criteria, They Don't Count!
100+
Happy Clients
$6m+
Managed Ad Spend
$100m+
Closed Business
Attract
If you don't get at least 60 booked appointments above your investable asset criteria, you don't pay.
Nurture
Everything is done-for-you. You'll have a stream of hot, qualified prospects coming directly to you.
Convert
All leads and appointments are generated for
you and you ONLY. We do not reuse, recycle or re-sell.
The Appointment Setting Machine That Actually Works...
The reason so many insurance and financial advisors plateau is because they spend the majority of their time prospecting and chasing down leads.
Using our Virtual Selling System, you can finally free yourself from the day-to-day grind of cold calling, running seminars, knocking on doors and buying old internet leads that never pick up. Our primary objective is to help you write more business remotely by utilizing the same systems and processes that we’ve used to set 4,000+ appointments with qualified prospects.
Surplus Wealth: 11 Closed Clients in First 90 Days
Surplus Wealth
Niche: AUM
Results: $14x ROAS in 3 Months
The Process
Surplus Wealth's strategy of gaining new clients each month was relying on luck with no proven system to generate prospects and obtain new clients each month. When we sat down with the Surplus Wealth team to develop a custom game plan for Surplus Wealth, we focused on client acquisition and making sure that they had a consistent pipeline.
The Result
Surplus Wealth achieved a 14.44 ROAS within 90 days of working with us and began to expand into other verticals for their marketing strategy.
Secure Financial: Over $40mm in Closed Business in 1 Year
Secure Financial
Niche: AUM
Results: $40mm Closed
When Secure Financial came to us tired of spending tens of thousands of dollars with other marketing gurus that couldn't deliver.
The Process
When we first started working with Secure Financial, they needed help simplifying and putting together a predictable marketing plan and client acquisition system. That’s exactly what we did.
After our call with Secure Financial we simplified the prospecting methods to automate it and qualify the leads with our internal call center. After a year of working with us Secure Financial closed over $40m in business, generating over 7 figures in commissions and a 100x ROAS.
Fidelity Mutual Financial Planning: Submitted Over $330k in Fixed Indexed Annuities in the first 90 days
Fidelity Mutual Financial
Niche: Fixed Annuities
Results: $1m+ in 12 Months
The Process
FMFP didn't have much experience writing business virtually, but after the first two cases with our appointment program they are much more comfortable taking applications remotely.
We've helped FMFP optimize their time so they don't have to spend countless hours prospecting, qualifying, and filtering leads just to set appointments. Our team takes care of that internally.
The Result
In the first 90 days working with our program, over $330k has been submitted in annuity production business. All remotely!
Lawson Life Legacy: $20k in Spend -> $150k+ Paid & Delivered
Lawson Life Legacy
Niche: Life Insurance
Result: 7x ROAS
Lawson Life Legacy came to us spending the majority of their time prospecting leads and chasing people down.
The Process
The primary goal for Lawson Life Legacy was to “book appointments that show up on my calendar without having to slave away hours to set them.” We knew if we could set appointments on the calendar that they would convert 20% of qualified appointments.
We installed a prospecting ninja and showed Lawson Life Legacy how to set up our systems to automate the prospecting section of the life insurance business.
The Result
Lawson Life Legacy is now on track to do multiple six figures this year.
Ward Insurance Agency: New Life Agent Went From 0 To 6-Figures With A Predictable Prospecting System
Ward Insurance Agency
Niche: Life Insurance
Results: Grew Monthly Revenue by 400%
Ward Insurance came to us with no consistent lead flow and wasn’t sure where their next clients were coming from. A completely unpredictable and unsustainable business.
The Process
Once we had the prospecting automated so the agent could focus on sales and selling, the business took off like one of Elon Musk’s rocket ships going to Mars. We saw results fairly quickly and started not only closing deals but had consistent lead flow that brought more joy into the business by knowing that each and everyday he was waking up to money opportunities on the calendar.
Duckrow Financial: $300k+ in Annuities in 3 Months!
Duckrow Financial
Niche: Annuities
Results: 3 Closed Cases in 3 months
The Process:
We started first by tweaking the outreach messaging. Which consisted of narrowing down the target audience then coming up with an ethical script to make sure that we were not sounding like robots when reaching out to potential clients. After we proved the concept of the new outreach we then started to scale the lead generation prospecting by getting in front of more potential clients. This process can be very time-consuming so we automated it with virtual appointment setters.
The Result
We worked with Duckrow Financial to narrow down the ICP and simplify the client acquisition strategies. The Duckrow Financial team very quickly closed several annuity cases from our lead generation services.
Frequently Asked Questions
How much are your leads?
We actually don't sell on a pay per lead basis. We've found the most cost effective strategy for our clients is charging one flat service fee with the client covering ad spend on the back end. That way we can customize campaigns for higher quality or quantity, depending on the clients preferences and budget.
How long until I make my money back?
It varies. For annuity and AUM advisors, it's closer to 45-90 days on average before any new business is submitted. Sometimes even longer. The life insurance side is slightly quicker. We strongly recommend sticking to our program for a full 3 months for optimal returns.
What if the appointment setters you place with us don't work out?
All of our appointment setters come with a 100% satisfaction and lifetime guarantee.
If for some reason one of our setters doesn't work out for your business or if some random life event happens and they need to be replaced, we have a lifetime guarantee. Simple solution, we will find a new one for you.
What is different about your program and every other "marketing agency"?
The main difference between Moonlight Media and most marketing companies and programs is that we value our organization based off of customer success. That's why communication and support are two of the most important parts of our company. Marketing methods and strategies change all the time, so we'll stay on top of the trends and patterns in the marketplace to ensure you're consistently getting leads and appointments on your calendar.
Do you offer training and coaching?
One of our sister companies offers daily training for agents and advisors. Ask our representative about training on sales, product knowledge, market updates, prospecting, technology, systems and automations and more.
Can I get help paying for your program?
Absolutely, if you qualify we have access to 0% interest rate funding that can help you get in, get started, get paid, all before your first interest payment is due.
How do you deal with compliance?
There is no straight forward answer for this question. It depends on what licenses you have, how you want us to market yourself/your company, and what broker dealer or RIA you're with. Compliance could also vary state to state. The best way to deal with this is to put us in contact with your compliance officer to ensure everything is set up properly with the right disclaimers and licensing information on your funnels and marketing material we create for you.
Are you affiliated with any IMO/FMO?
Zach is insurance licensed and has his license parked with a couple of IMO's he works closely with. However, we do not push any clients, advisors or agents towards any particular IMO/FMO unless they ask us for recommendations.
Why work with us?
Great Question!
It seems like everyone nowadays is an expert online.
Even if we didn't have dozens of testimonials and 100+ total clients...
It's the experience that you can bet on.
Our Founder and President Zach Uvodich is a licensed insurance agent himself with a Bachelor's Degree in Finance from Virginia Tech. His business developed over time when he was running his own advertising campaigns to generate home and car insurance leads!
Selling P&C insurance, Zach worked with dozens of mortgage brokers, realtors, attorney's, accountants, and other local professionals and was part of a local BNI group.
After spending tens of thousands of dollars with traditional lead vendors buying internet leads that had poor contact rates and low quote rates he decided to start running his own campaigns on social platforms.
Contact rates went up. Hence quote and close rates went up. Then he expanded into the life and financial side of the business which was even more lucrative.
When he started generating his own exclusive, real-time leads other agents in the office asked for him to do the same. His COI's started asking him to run campaigns for their businesses as well.
It then turned into a business that Zach started to focus on full time because his strengths are more so in the data analytics and creative strategies in business.
He believes there is no magic pill for marketing, advertising or lead generation. It's an ongoing process in which the market is always changing, especially in todays world. And moving forward it will continue to change even faster.
Zach takes pride in his services provided for insurance and financial professionals with an emphasis on client support, communication, and customization for each client.
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