TouchPoint Pro — LinkedIn Client Acquisition for Insurance & Annuity-Focused Retirement Pros
Built for Life Insurance & Annuity-Focused Retirement Pros

Turn Your LinkedIn Into a Client Acquisition Engine

Done-for-you prospecting, messaging, and nurturing that books qualified strategy sessions on your calendar — without ads, cold calls, or spam.

LinkedIn Is Full of Your Ideal Clients.
Reaching Them Is the Hard Part.

Your time is too valuable to spend figuring out LinkedIn prospecting, writing outreach, and chasing slow-movers. TouchPoint Pro handles all of it — so you step in at the right time, not all the time.

Our Expertise  +  Your Expertise  =  Systematic Acquisition

Finding the Right Prospects

You know your ideal client — business owners, high-income professionals, HNW individuals — but hunting for them on LinkedIn eats hours you don't have.

Getting Them to Engage

Getting the right people to connect is one thing. Getting them to actually respond and take interest? That's an entirely different skill set.

Converting Interest into Meetings

Even warm prospects go cold without systematic follow-up. Most advisors lose the majority of their opportunities to inconsistent nurturing.

Three Steps to Consistent Client Acquisition

We've spent years and millions of dollars perfecting LinkedIn acquisition for insurance and retirement professionals. Here's the system.

1

Find & Attract

We optimize your LinkedIn profile into an authority page, then systematically target, connect with, and message your ideal prospects using Sales Navigator.

2

Nurture & Educate

We move conversations off LinkedIn into a 14+ month nurturing system — educational campaigns that build trust, create urgency, and keep you top of mind.

3

Convert to Meetings

Strategic touchpoints drive prospects to reach out, ask for help, and book directly on your calendar. Fast-movers convert quickly; slow-movers get captured later.

Everything You Need. Nothing You Don't.

A complete done-for-you engine — not a course, not a template pack, not another tool you have to figure out.

🎯

LinkedIn Profile Optimization

We rebuild your profile into a client-attracting authority page designed to convert visitors into connections.

📡

Done-For-You Prospecting

Daily targeting, connection requests, and outreach messaging — all handled by our team.

🕑

14+ Months of Automated Follow-Up

A continuous nurturing engine that keeps moving prospects toward booking a call — long after the first touchpoint.

📖

Proven Engagement Offer

A top-converting book/offer campaign that gives high-value prospects a compelling reason to engage.

⚙️

TouchPoint Pro Hub

Your command center — manage leads, pipeline, and clients in one integrated platform.

🤝

Dedicated Success Manager

A real person on your side — plus sales tools, templates, AI training, and weekly coaching.

Schedule Your Complimentary Strategy Session

No pitch, no pressure. We'll review your LinkedIn presence, identify the gaps, and show you exactly how TouchPoint Pro works for your practice.