WealthSmyth

Learn how to approach and work with your warm network—friends, family, and other contacts you already know—to start your agency.

Working With Your Warm Network

Categorize your ideal clients so you know who to talk to—and what to say.

Life & Annuity Target Personas

Learn about the types of sources you can tap to buy leads or build marketing lists cost-effectively.

Sources for Building Marketing Lists

Learn how to identify prospects who are most likely to buy life insurance from you.

How to Qualify Your Marketing List

Connect Google Voice to WealthSmyth so you can send and receive calls and texts directly from WealthSmyth

Setup Google Voice Dialing with WealthSmyth

Learn how ROI works and how to earn more from every lead you buy or develop.

Lowering Lead Costs to Improve Returns

Your success scales when you build a team that grows with you.

Recruiting in WealthSmyth

Sales games your team will actually want to play

Sales Games

Call Blitz

Master the art of building a high-converting lead funnel for life and annuities. Learn how to generate, qualify, and convert leads systematically — from warm networks to paid lists — so you can grow your business without burning out or breaking the bank.

Filling the Funnel

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