Helping Life Insurance & Annuity-Focused Retirement Planners

Systematically Leverage LinkedIn

For High-Value Client Acquisition

TouchPoint Pro is strategically designed to seamlessly convert high-value LinkedIn connections (business owners, high-income professionals, and high net worth individuals) into high-value opportunities while maintaining professionalism and authenticity. The best part? We do the heavy lifting and do what we do best, so you can stay focused on doing what you do best!

Our Expertise + Your Expertise = Systematic Acquisition

Strategically Built So You Step In At the Right Time, Not All the Time

If you love working with business owners, high-income professionals, and high net worth individuals, LinkedIn is full of opportunities for you.

But here's the catch...

Your time is extremely limited and extremely valuable, and it should not be spent figuring out how to find the right prospects on LinkedIn...

Wasting hours on end trying to get those prospects to want to connect with you...

And, most important of all, repeatedly banging your head against a wall trying to get them to actually take action and move forward with you.

The good news? TouchPoint Pro has already cracked the code for you!

We've spent years and literally millions of dollars to learn exactly how to leverage LinkedIn for high-value client acquisition...

And we're here to help you shortcut the process of transforming your LinkedIn account into a consistent client acquisition machine.

What the TouchPoint Pro Team Does for You:

Finds & Attracts Your Ideal Prospects

  • Implement an Optimized, “Magnetic” LinkedIn Profile

  • Perpetual Targeting, Connecting, and Messaging Leveraging LinkedIn

Nurtures All Prospects

  • Continuously Move the Conversation & Conversion Journey Off LinkedIn

  • Ongoing Educational Campaigns that Create Motivation, Build Urgency, Showcase Your Expertise, and Keep You Top of Mind on Autopilot.

Converts Motivation into Action

  • Strategically Provide “Lightbulb Moments” to Your Prospects that Result in Them Reaching Out to You for More Information, Asking for Help, and Ultimately Booking Meetings Directly on Your Calendar

TouchPoint Pro is more than just a system

We're your partner in building meaningful client relationships and scaling your business.

we handle the heavy lifting and do what we do best...

...so you can stay focused on Doing What you do best!

Ideal for Insurance & Financial Pros Looking to Attract More...

  • Business Owners

  • High-Income Professionals

  • High Net Worth Individuals

What's Included:

  • LinkedIn Profile Optimization

  • Done-For-You Targeting of Ideal Clients

  • Done-For-You Connection Requests

  • Done-For-You LinkedIn Outreach & Messaging

  • Top Converting LinkedIn / Book Offer Campaign with Proven Engagement Offer that Attracts High-Value Clients

  • Over 9+ Landing Pages / Campaigns, Tailored to You and Your Brand, Integrated with Email Nurturing

  • Over 44+ Email Nurturing Sequences Spanning 13+ Months, Designed to Build Trust with Your Prospects and Help You E.A.T. Your Way to More Conversions

  • Ai Training & Support

  • Cutting Edge TouchPoint Pro Hub – Complete with Everything You Need to Manage Your Leads, Pipeline, and Clients

  • Done-For-You Integration of Any Pre-Existing Leads You Have, or Any Additional Leads You Generate Elsewhere, into Your System

  • All Tech Integrations & Implementation

  • Dedicated Advisor Success Manager

  • Sales Tools, Templates, & Training

  • And More!

TouchPoint Pro

A complete, done‑for‑you engine that turns LinkedIn connections into booked strategy sessions—without ads or seminars. We optimize your authority profile, target precisely with Sales Navigator, run your connection requests and messaging, position strategic engagement offers that high‑value prospects actually want, route fast‑movers straight to your calendar, and nurture everyone else for a minimum of 13+ months so you capture the slow‑movers later—without burning bridges.

Transform Your LinkedIn into an Acquisition Engine

No Ads, No Cold Calls, No Spam.

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