Live webinar with Alex Wellings, Chief Sales Officer
Higher comp. Marketing paid by us.
Build a $10-20M practice without spending your own money on marketing.
Monday, November 17, 2 pm ET. Live online, free.
Monday, November 17
2:00 pm ET · Live online · Free
Live webinar with Alex Wellings, Chief Sales Officer
Higher comp. Marketing paid by us.
Build a $10-20M practice without spending your own money on marketing.
Monday, November 17, 2 pm ET. Live online, free.
Save your seatJoin us for our hour-long live presentation and see how we grow your business by funding your marketing, working your cases, and paying you more on every deal.
Who this is for: Any producer, at any stage, who can close and wants more of the right appointments.
If one of these four is you, this hour is for you.
- 01
Captive agents
Ready to go independent without going it alone. Keep a support desk behind you and lose the cap on what you earn.
- 02
Stalled or slipping
Producing, but the numbers stopped climbing. Same production as a few years ago, and growth costs more every quarter.
- 03
Under-supported
Under-invested in and under-capitalized. You are the marketer, the scheduler and the case manager, so the selling waits.
- 04
Untapped
More to offer than your book shows, and no one investing in it. You can close more than you are given the chance to.
Where most advisors stay, for years.
Most advisors stay at $2-4M for years. The reason isn't talent. It's risk.
On your own, you carry every risk of growing. Four of them keep good producers at the same number:
- 30 to 60 daysBefore today's marketing spend turns into a check. You fund the gap out of your own pocket.
- 2x, then 3xOne flat month means doubling down on spend, then tripling down, with your own money on the line.
- The staff gambleHiring is a risk, and managing the hire becomes a second job you never wanted.
- The paperworkCase design, applications and chasing policies to issue, all on the hours you should be selling.
Our belief
When we pay for the infrastructure, more producers reach the $10-20M tier than ever would on their own.
What you will see: Four pillars we build around you, and how each one works.
Alex walks through each pillar live, with time for your questions.
01Funded marketing
Marketing paid for by Megastar, not by you.
A marketing budget sized for a $10-20M practice, carried on our books instead of yours. Try the programs that fit your market at no risk to you.
What's includedClose5
- In-person workshops
- Filmed webinars that run all month
- Federal and state employee niches
- AnnuaLife annuity lead programs
- Virtual models
02A managed admin team
You sell. We handle the rest.
The team a growing practice needs, without the hiring, training or managing. You choose how much support you want.
- Appointments and registrations confirmed
- New leads contacted, and you are alerted
- Applications taken through to submission
- Deals chased through to issue
03The tech suite
One system, set up for you by our engineers.
Orbit, Megastar's advisor platform, puts your pipeline, your marketing and your reports on one shared system.
What's includedClose3
- Custom reports: a clear view of your whole business
- Lead nurturing for new prospects and your existing book
- Your CRM built and set up for you
04One-on-one sales coaching
Experts in finance. Never trained in sales.
Most advisors were taught the products, not the close. Live coaching closes that gap.
What's includedClose4
- Live one-on-one coaching, any question
- Working a funnel and moving prospects
- Presenting with confidence
- Closing virtually, and what top online closers do differently
The math: Same close rate. Ten times the leads.
The arithmetic Alex works through live. Your numbers will differ.
| Compared on | With Megastar | On your own |
|---|---|---|
| Leads per month | 100 | 10 |
| Monthly marketing spend | $10-20K, ours | $1-2K, yours |
| Close rate | 5-10% | 5-10% |
| Average deal | $200K | $200K |
| Annualized production | $12-24M | ~$2M |
Illustrative arithmetic, not a projection or a promise of results. Lead volume, close rate and deal size vary by advisor, market and product, and the marketing budget is set with you. Results vary.
Alex Wellings
Chief Sales Officer, Megastar Advisors
Alex leads sales at Megastar Advisors and works directly with the producers we partner with on their pipelines, their marketing and their close. He also writes Street Level, Megastar's notes on what the wholesale desk sees in advisors' practices.
- Date
- Monday, November 17, 2026
- Time
- 2:00 pm ET
- Where
- Live online. The join link arrives by email.
- Cost
- Free
- For
- Licensed insurance and financial professionals
RegisterFree, live online
Save your seat
Monday, November 17, 2 pm ET. Live online, free.