investing in you

Investing in our fully on-board producers in a BIG way

to provide even more REAL value for their businesses


what's been unveilied so far
  • Waiving the fee for attending The Journey
  • A full-service media organization that creates and distributes financial news programming and advertising for radio, the RNN provides a wide range of radio opportunities and solutions.
  • Offering our fully on-board producers the chance to receive up to three FREE seminar mailings over the next year and a half.

At Advisors Excel, we know that we’re only successful when our producers are successful. That’s why, from day one, we’ve made it our priority to offer our producers an unparalleled value proposition. Now, we’re taking it to the next level with our Investing In You campaign, investing in our fully on-board producers in a BIG way to provide even more REAL value for their businesses.

Throughout 2014, we’re unveiling a series of new programs, initiatives and program enhancements that will demonstrate the level of our investment in our producers AND provide them with the resources to help grow their businesses.

The doors are opened wide for The Journey! 1


One of our hallmark events, The Journey highlights the value that comes from sharing with and learning from your peers. Producers who attended both 2013 Journey events averaged a $2.4 million increase in annuity production, creating more than $150,000 in additional revenue for their practices.

Now, we’re making the REAL value of our Journey events even more accessible by waiving the registration fee for all fully on-board producers writing at least $3 million in annuity production with Advisors Excel over the 12 months preceding the event.

Introducing the Retirement News Network 2

Independent financial professionals are a unique breed — they refuse to be confined by single solutions and a lack of choice. We created the Retirement News Network specifically for independent financial professionals. A full-service media organization that creates and distributes financial news programming and advertising for radio, the RNN provides a wide range of radio opportunities and solutions.

The RNN provides a powerful platform of media solutions for Advisors Excel’s fully on-board producers, developing custom options based on each producer’s unique needs. Options include direct response advertising campaigns, semi-national campaigns and custom-built, personalized radio shows.

We’re ready to Excelerate your savings — again! 3

We’re always looking for the next big thing when it comes to adding value for our producers. Helping them realize potentially hundreds of thousands of dollars of savings a year on their seminar and direct marketing mailings wasn’t enough — we wanted to do more, and now we have.

We’ve been able to offer our producers deep discounts on their direct mail efforts through Excelerate, the discount pricing program brought exclusively to Advisors Excel producers through our strategic partnership with RME360. Now, through our Investing In You campaign, we’re taking it one step further, offering our fully on-board producers the chance to receive up to three FREE seminar mailings over the next year and a half.



Learn more details about each of these announcements!

The Journey

The Journey takes place each spring and fall and is always packed with actionable ideas. With registration fee waived for qualifying producers, there’s never been a better time to take advantage of all The Journey has to offer!

Retirement News Network

Our team of top-notch media professionals researches each market area, identifying trends, habits of consumers, air-time availability and cost, outlook on current programming and competition in the market. Based on that research, and the goals of the individual producer, our team generates a plan designed to create the greatest return on investment.

The RNN also provides:

  • Budget setting and benchmarking
  • Contract negotiations
  • Rate card assessment
  • Media strategy and planning assessment
  • Media buying benchmarking

The RNN takes the guesswork out of what to buy, what stations to buy from and how much to spend. Our team of professionals delivers data-driven recommendations in a detailed media report tailored for each market.

The launch of the Retirement News Network creates exciting opportunities for Advisors Excel producers to leverage the power of radio in the manner best suited to help advance their individual practices.

Excelerate your savings

Effective June 1, 2014 through Dec. 31, 2015, when fully on-board producers place three seminar mailing orders through RME360 and Excelerate, they’ll receive a fourth seminar mailing FREE — compliments of Advisors Excel!

Our Advisors Excel Marketing VPs have full details on this offer.
We’re thrilled to offer this competitive advantage to our fully on-board producers to help them dominate their markets!

1Waived registration fee for The Journey: Austin offered to producers fully on board with Advisors Excel having written $3 million or more in annuity production in the 12 months preceding the event.

Licensed insurance producers will be able to take away a number of valuable concepts and useful strategies from The Journey. However, only those licensed to conduct securities transactions and offer investment advice will be able to use ALL of the sales and marketing strategies with consumers. Producers are ultimately responsible for the use or implementation of these concepts and agree to comply with the compliance requirements of any broker-dealer or Registered Investment Advisor with which they may be affiliated, the insurance carriers they represent, federal regulations and state insurance regulations. Results from the use of the concepts and strategies presented at The Journey are no guarantee of future success. Your results may vary.


2The use of radio is not a substitute for professional credibility, nor should it be viewed as a shortcut for obtaining new clients. Rather, it is a system of branding and marketing designed to help reinforce your credibility and value proposition. Credibility is founded in knowledge and experience. The ability to use various media like radio and TV will vary based on the individual producer’s education, experience and qualifications. Not all producers may be qualified or experienced enough to implement these forms of public relations immediately.

Results from the use of these strategies are no guarantee of future success. Your results may vary.

3 This information is provided through a strategic partnership between Advisors Excel and RME 360. Producers are ultimately responsible for the use or implementation of these services and agree to comply with the compliance requirements of any broker-dealer or Registered Investment Adviser with which they may be affiliated, the insurance carriers they represent, federal regulations and state insurance regulations.
we’re unveiling a series of new programs
We’re taking it to the next level with our Investing In You campaign



For financial professional use only – not intended for use by the general public.