The Invitation


Challengers for AMG

If you found yourself here, that’s because you got an invitation to be here. 

The idea is simple. You can become a Bird Dawg for AMG on the Challengers team


Through Challengers, I’m building the Education & Community Development Division of AMG. 

Why would you want to be a Bird Dawg on Challengers? 

  1. You make 30% of the commission when you get a someone to book a consultation and then they get a policy. 
  2. For every 22 clients booked, you receive $2,200
  3. If you are a Bird Dawg, you’ll have business cards that link directly to my calendar. Every time you hand one out, text me their name and I note them as your referral. 

How do you become a Bird Dawg? 

  1. Complete all eight Challenges on Challengers – so you understand the product and I get a better understanding of you. You’re also then featured in the promotional materials (newsletter, podcast, & book)
  2. Set up a time for us to talk about it. 
  3. Book one client.
  4. Get set up with the AMG contract. 

What does AMG offer to clients? 

Annuities (Retirement)

Why are annuities the best retirement plan?

  1. They are safe and can’t crash
  2. They grow at 6-12% interest rates
  3. Clients can get 10% of their account value before they retire 

IULs (Private Banking) 

What are some examples of private banking?

  1. Being able to get a loan from yourself to pay for a car or house 
  2. Paying for a child’s college or career fund for when they turn 18 – a personal student loan 
  3. Starting a small business 
  4. Buying real estate or things to start a business 

Think of yourself as a pitcher. You’re throwing pretty simple, basic pitches. 

Pitches for different types of scenarios & people: 


Anyone with an old 401k from a job they are no longer working (they have dead money). An Annuity.

  1. If someone has a 401k (above $2k) from an old job they can roll it over into an Annuity without paying taxes on it. The annuity will allow their dead money to grow at 6-12% interest. 

Teachers to utilize a mental exercise resource in class – this is a subtle, long term pitch. 

  1. Teachers can use the Challengers website in their class as a tool.
  2. There are two financial lessons included in the AMG tab. 
  3. This is a soft way for lead gen since both teachers, students, and parents are potential leads through booking consultations on the AMG tab. 

Parents that want to start a college or career fund for their kid(s). An IUL.

  1. Student loans have too much interest.
  2. Students learn responsible borrowing from an IUL.

Nonprofit organizations that want creative funding solutions. An IUL and/or Annuity.

  1. They grow the funding they already have by 6-12%.
  2. They can project fund through an IUL.
  3. They can offer employees better retirement options.

Teachers that want an additional line of income by becoming an educational entrepreneur. An IUL.

  1. They can create a small business utilizing their talent as a teacher. 
  2. The money in their IUL is subject to grow.

Entrepreneurs that want private banking. An IUL. 

  1. They can fund their projects without taking out loans. 
  2. Their money will grow every time they take a loan and pay it back.
  3. They are growing all of their contributed money by 6-12%.