The $600M Annuity Operating System
One system. 700+ advisors. Position confidently. Close consistently. Scale without risk.
Problem You Don't Have a Knowledge Problem.
You Have a System Problem
You know the products. You see where annuities fit. But when it’s time to position, handle pushback, and follow through, every deal feels different. Most stall. The advisors who close annuities week after week aren’t smarter than you. They have a system.
Without a System
- Every annuity conversation feels different
- Clients push back on fees and you scramble
- "I need to think about it" kills deals
- Annuities are occasional, inconsistent revenue
- You avoid bringing them up unless asked
- Hours spent researching which product fits
With AOS Installed
- Same proven structure every time
- Word-for-word responses that maintain momentum
- Objections become buying signals
- Annuities are predictable, repeatable production
- You confidently position them as the solution
- Minutes to match client goal to right annuity
AOS fixes that
Why It Works Advisors grow faster with Greatness Lab.
AOS is an operating system you install into your practice. Built from thousands of real client conversations. Refined through actual production across 700+ advisors and 6 regional brands.
Three components work together:
Position
Frame annuities so clients get it immediately.
You’ll know exactly which of the 5 annuity types fits each client situation. You’ll explain why traditional asset allocation breaks down and how annuities repair volatility, sequence risk, and income gaps. No more fumbling through product details. Clients understand the logic in minutes.
Close
Handle any objection and close in weeks, not months.
The 5 objections that kill annuity deals: fees, liquidity, surrender periods, “I’ll think about it,” and “my other advisor said annuities are bad.” You get word-for-word responses that maintain momentum. Plus presentation frameworks that lead conversations toward yes instead of maybe.
Scale
Build annuities into consistent revenue without risk.
A step-by-step workflow from first conversation to signed application. Done-for-you scripts, illustration talking points, and follow-up templates. A referral engine that turns advisors who don’t sell annuities into partners who send you business. Compliance guardrails so you scale production without putting your license at risk.
Credibility Built From Real Production
This is the annuity sales system behind $600 million in production across 700+ advisors and 6 regional brands. Developed by Jason Mickool while scaling Florida Financial Advisors from startup to one of the largest independent networks in the state.
Every component exists because it solved a real problem in real client conversations. Refined through thousands of annuity sales over 8 years of actual production.
Stats:
- $600M+ in annuity production through this system
- 700+ advisors using this system
- 6 regional brands built on this approach
- 8 years of refinement through real production
“Annuities don’t fail clients. Bad positioning does. AOS is the system that fixed that for our advisors.”
— Jason Mickool
What Advisors Say
— Brian Hartwell, Financial Advisor, Tampa, FL
“I knew annuities intellectually, but I had no process. Every deal was different. AOS gave me the structure I was missing. Same approach every time. Predictable results.”
— Kevin Ostrowski, Insurance Professional, Nashville, TN
“My clients finally get it. The positioning language changed everything. They understand why annuities belong in their plan without me having to push. The conversations are completely different now.”
— Rachel Simmons, Independent Advisor, Charleston, SC
What You Get Everything Inside the Annuity Operating System
Position
- Frame annuities so clients get it immediately
- The 5 annuity types and exactly when each fits
- Why traditional asset allocation breaks down
- How growth annuities are actually used today
- How to stack annuities with AUM, planning, and insurance
Your outcome: Walk into any client meeting knowing which product matches their goal. Explain the logic in minutes. Clients understand immediately.
Close
- Handle any objection and close in weeks, not months
- Positioning language that converts
- Word-for-word objection responses (fees, liquidity, surrender, "I'll think about it," competition)
- Presentation frameworks that lead to yes
- Real-world examples from today's market
Your outcome: Never freeze when clients push back. Handle objections with confidence. Close deals that used to stall.
Scale
- Build annuities into consistent revenue without risk
- Step-by-step sales workflow (first conversation to signed application)
- Done-for-you scripts and templates
- Illustration talking points
- Follow-up email sequences
- Referral engine with other advisors
- Compliance guardrails
Your outcome: Same process every time. Nothing falls through cracks. Scale production without risking your license.
Pricing: Register For Choose How You Want to Access AOS
Virtual Live Stream
$750
- Full AOS live stream (August 20-21)
- All recordings and materials (lifetime access)
- All scripts, templates, and frameworks
In-Person Live Event
$1,500
- Full live experience (August 20-21, Nashville)
- All AOS materials and recordings
- In-person coaching and Q&A
- Networking with other advisors
VIP Experience
$10,000 (6 Spots)
- Everything in live event
- Private sessions with Jason and Coach Burt
- Customized implementation for your practice
- Direct access for follow-up questions
- Fly private (Challenger 300 from Tampa) with Jason
- Dinner with Coach Burt and Jason
Our Team Leadership Team
Jason Mickool
Coach Burt
Coach Burt has coached thousands of sales professionals across industries, including Jason himself. His expertise in sales psychology, objection handling, and closing methodology shaped how AOS approaches the human side of the sale. He leads live workshops at The Greatness Factory and provides the performance coaching that helps advisors execute when it counts.
Want AOS as Part of Something Bigger?
FAQ Questions Before You Decide
How is this different from other annuity programs?
AOS is a system, not a course. The difference: a system tells you exactly what to do, what to say, and when. You install it into your practice and use it repeatedly. Built from actual production across 700+ advisors, not academic theory.
I already know how annuities work. Will this help me?
Product knowledge isn't the problem. Most advisors who struggle with annuities understand the products fine. They lack a system for positioning, handling objections, and following through consistently. If you know annuities but aren't closing them regularly, AOS fills that gap.
What if I sell through a different IMO?
The recordings option ($750) is available regardless of where you place business. You get the complete system with no affiliation requirements. The free option is available when you affiliate with Greatness Lab.
How is this different from carrier-provided resources?
Carrier resources teach their products. AOS teaches you how to position, close, and scale annuity production regardless of carrier. It's advisor-built. The focus is on client conversations and your business.
What's the refund policy?
Digital products (recordings) are non-refundable once accessed. Live event registrations can be transferred to a future event or another advisor if you cannot attend. VIP applications are reviewed before acceptance; once accepted and scheduled, the commitment is firm.
How long does it take to see results?
Advisors who implement report closing their first AOS-driven annuity within 30-60 days. The system works fast because it gives you specific language and structure, not just concepts to figure out.
Ready to Make Annuities a Strength?
You have two choices: Keep treating annuities as harder than they should be. Or install the system behind $600 million in annuity production that handles positioning, objections, and follow-through the same way every time.
700+ advisors already use this system. The question is how you want to access it.
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