JACOBS FINANCIAL COACHING

Elite Annuity Producer Coaching Program

ABOUT THE PROGRAM

A premium 12-month coaching and business acceleration engagement for financial advisors who want to grow annuity production through a stronger seminar engine, sharper execution, and direct mentorship from Tom Jacobs.

Participants receive direct mentorship from Tom Jacobs, along with access to the seminar marketing and sales systems used to build a high-performing annuity business.

This program is designed for advisors who are serious about increasing production and installing systems that create consistent growth.

PROGRAM OVERVIEW

This program is built for advisors who do not need more theory. They need a field-tested model for generating opportunities, improving seminar performance, tightening follow-up, and turning momentum into submitted annuity premium.

This is not a generic coaching membership. It is a premium producer-development engagement built around direct access to Tom Jacobs, exposure to a live seminar-driven annuity practice, and the transfer of a field-tested system designed to help advisors produce at a higher level.

Participants will gain access to proven strategies for:

  • Increasing annuity production
  • Building a predictable seminar pipeline
  • Improving appointment conversion rates
  • Implementing a structured sales process
  • Creating scalable office operations

What Our Clients
Are Saying

-Adam Armbruster

-Mike L

-Curtis James

-Adam Armbruster

-Mike L

-Curtis James

The $2,000,000
Production Guarantee

If the client fully implements the Jacobs system, completes required action items, attends coaching, and executes the agreed marketing, seminar, sales, and follow-up process for the full 12-month term, Jacobs Financial Services guarantees at least $2,000,000 in submitted annuity premium. If that threshold is not reached, coaching continues at no additional monthly fee until it is achieved.

Guarantee applies only to advisors who fully implement the program, maintain agreed marketing activity, attend coaching, track results, and follow the Jacobs process in good faith for the full term.

THE PROCESS

Initial Practice Assessment & Strategic Action Plan

Structured evaluation of your current business model, including lead generation, seminar strategy, sales process, and key growth constraints.

Written 12-Month Growth Plan

A customized execution roadmap aligned to your production goals, priorities, and required actions over the next 12 months.

Coaching & Accountability Framework

Defined structure for implementation, including meeting cadence, performance tracking, milestone checkpoints, and execution accountability.

Two Onsite Immersions

Two in-person visits to observe and experience the operating model inside Jacobs Financial Services.

Live Seminar Observation

Attend a live seminar hosted by Tom Jacobs to study presentation flow, positioning, audience engagement, and follow-up structure.

Office Tour and Operations Roundtable

Defined structure for implementation, including meeting cadence, performance tracking, milestone checkpoints, and execution accountability.

Monthly Private Coaching

One-on-one strategy and implementation sessions with Tom Jacobs each month, focused on execution and performance improvement.

Quarterly Group Coaching

Quarterly sessions designed to reinforce strategy, share insights, and expand perspective alongside other producers.

Jacobs Seminar System Access

Defined structure for implementation, including meeting cadence, performance tracking, milestone checkpoints, and execution accountability.

Elite Annuity Sales Process Access

Detailed breakdown of the sales process used to build trust, position solutions, and convert opportunities into submitted
business.

Ongoing 12-Month Implementation Support

Ongoing support throughout the program to reinforce execution, strengthen operating habits, and maintain production discipline.

Guidance on integrating all systems—lead generation, appointments, sales, and follow-up—into a cohesive, scalable business model.

 

Are You ready to level up your career?