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For Insurance Agents

Because
your prospects hang up
before you finish saying hello

When you give every prospect something meaningful before asking for their business, watch the Law of Reciprocity kick in — your close rate rises, your cancellations fall, and your referrals multiply. Because people don't buy from salespeople. They buy from people who genuinely gave a damn first.

Claim Your Position See How It Works →
Discover
The Problem

Every agent faces
the same wall

01

Nobody Answers

Spam filters and unknown numbers block a large portion of your leads — and you never even get the chance to introduce yourself.

02

No Trust, No Close

Every agent sounds the same. Prospects shop on price. They're guarded before you say a word because you haven't earned trust yet.

03

Referrals Don't Flow

"Give me 10 names" shuts people down. Nobody wants to hand their friends to a salesperson. The ask itself kills the moment.

The Solution

Give value
before you ask

The Law of Reciprocity is simple: when someone receives something meaningful with no strings attached, they feel a natural pull to give something back. Openness. Trust. A genuine conversation.

The Regal Life & Legacy Planner is what you give. A 141-page, professionally designed, fully personalized document that organizes everything a family needs when a loved one passes. You give it free. Before the appointment. Before the quote. Before the ask.

The Referral Shift

A completely
different ask

The old referral question puts agents in an impossible position. Nobody wants to hand their friends to a salesperson.

When you ask someone to share something that genuinely helped them — something their friends will thank them for — referrals flow naturally. You're not asking for leads. You're inviting generosity.

No Planner
With the Planner

You ask: "Who do you know that might want insurance too?"

"Who do you know that would want this planner too?"

They feel uncomfortable. They want to give you their friend's number — but they never do.

Feels natural and non-invasive. Referrals flow on their own.

Maybe they'll give you one name. Maybe.

They offer it to multiple friends — and every download sends you a warm, interested lead.

The System

Simple for you.
Powerful for your business.

1

Share Your Code

You get a unique agent code. Text it, email it, put it on your business card. Share it with every prospect you meet.

2

Prospect Claims Planner

They visit RegalPlanner.com/free, enter your code, choose their cover, and receive their personalized planner instantly.

3

You Get the Lead

The moment they submit, their contact information arrives in your inbox. A warm lead — someone who just organized their family's legacy.

What You Receive

Everything you need.
Nothing you don't.

"The business card they'll never throw away."
🔑

Unique Agent Code

Your personal code ties every planner to your name, your contact info, and your brand.

∞

Unlimited Planners

Give them to every prospect, every client, every referral. No limits, no per-planner fees.

📬

Instant Lead Delivery

Every completed planner fires your prospect's contact info directly to your inbox.

🎨

100+ Cover Designs

Eight categories so every planner feels personal to the client receiving it.

📎

Permanent Branding

Your name lives inside a document your client keeps and references for the rest of their life.

📋

Tax Deductible

Your subscription is a fully deductible marketing and promotional business expense.

Why Every Lead Converts Differently Now

The planner changes
the entire dynamic.

🔥

Every Lead Becomes Warm — Instantly

When your prospect claims their planner, you receive a lead notification the moment they do it. They already know your name. They already received something from you. You're not cold-calling — you're following up on a gift.

🤝

The Law of Reciprocity Works in Your Favor

When someone receives something meaningful with no strings attached, they feel a natural pull to give something back — openness, trust, a genuine conversation. You gave first. That changes everything about how they receive your call.

📣

Every Lead Becomes a Referral Source

The planner naturally leads to conversation about family, legacy, and protection. That conversation opens the door to: "Do you know anyone else who might want one of these?" You're not asking for referrals — you're earning them.

📞

You Now Have a Genuine Reason to Call Back

No more awkward follow-ups. You open with: "Hey, how'd you like your planner?" — and you're in a real conversation. They're engaged. They remember you. The wall is already down before you say another word.

Agent Toolkit

Done-for-you scripts,
emails & texts.

Everything you need to introduce the planner, follow up, and turn a claim into a conversation — already written for you.

📞 Phone Script

"Hey [Name], this is [Your Name] with [Agency]. I wanted to personally reach out — I just sent you a free Life & Legacy Planner. It's a 141-page document your family can use to organize everything that matters. No cost, no catch. Just go to RegalPlanner.com/free and enter my code: [CODE]. I'll follow up in a few days to make sure you got it."

✉️ Follow-Up Email

Subject: Your free planner is waiting, [Name]

"Hi [Name], I wanted to make sure you received the link to your free Life & Legacy Planner. It takes about 10 minutes to claim and it's something your family will genuinely use. Visit RegalPlanner.com/free and enter code [CODE]. I'll be in touch — but there's truly no obligation. This is just something I believe every family should have."

🔁 Follow-Up Call Opener

"Hey [Name], it's [Your Name] — I just wanted to check in. Did you get a chance to look at the planner I sent over? ... [pause] ... What did you think? Did anything in there stand out to you?"

This opener leads naturally into a protection conversation without ever feeling like a sales call.

📱 Picture Text — Send This Directly to Prospects

Send this branded image as a text message to any prospect. It does the talking for you — introduces the planner, shows your name and code, and drives them straight to the claim page.

Suggested message to pair with it:

"Hey [Name] — sending you something for your family. Completely free, no strings. Just enter my code when you get there."

Agent text promo image

Personalized with your name, title & code

See What Your Clients Experience

This is what you're
giving them

Watch what your prospects receive — and understand the emotional impact of what you're putting in their hands before you ask for anything.

The Planner Your Clients Receive

141 pages. Everything a family needs. Delivered instantly with your name inside.

The Feature That Changes the Room

When you explain this feature to a 60-year-old prospect, watch what happens.

Why Regal Planner Works — Agent Onboarding
Coming Soon
A full walkthrough of the Regal Planner agent program — benefits, strategy, and how to turn every call into a conversation starter.

Everything you need to know about making Regal Planner your unfair advantage in the field.

Limited to 10
Market Exclusivity

Agents per city.
That's it.

We cap at 10 agents per city — not as a pressure tactic, but as genuine protection for you. If every agent in your market has this tool, it stops being an advantage. We'd rather have 10 agents who dominate their markets than 100 who dilute each other.

Someone in your market will use this. The only question is whether it's you.

Agency & Multi-Agent Options
Team Builder
Up to 25 agent seats covering all cities in your state. One subscription, full state coverage.
Multi-State Enterprise
Custom pricing for agencies operating across state lines. Contact us directly.

Would you give the price of just one lead per week to make all your others warm and ready to close?

Founding Positions

Choose your
position

Founding member pricing at $149/month is available to the first 100 subscribers per state — locked in for life. Standard pricing after that: $249/month.

First 100 Per State
Founder
$149/mo
Locked for life · or $1,560/yr ($130/mo)
  • Everything in Standard
  • Founder rate locked forever
  • Priority city exclusivity
  • Early access to new features
  • Fully tax deductible
Claim Your Position
Standard
$249/mo
or $2,628/year · saves $360
  • Unique agent code
  • Unlimited planners per month
  • Your contact info in every planner
  • Instant lead delivery
  • 92 cover designs
Get Started
Team Builder
$1,249/mo
Up to 25 agent seats · full state coverage
  • 25 individual agent codes
  • All cities in your state
  • Agency-level branding
  • Centralized lead dashboard
  • Dedicated onboarding support
Contact Us
Enterprise
Custom
Multi-state · unlimited agents
  • Unlimited agent codes
  • Multi-state coverage
  • White-label options
  • API integration available
  • Executive onboarding
📋

Fully Tax Deductible

Your subscription qualifies as an ordinary and necessary marketing expense under IRS guidelines. Consult your tax advisor for your specific situation.

What's Next for Subscribers

The Portfolio Analysis
follow-up tool

Subscribers get first access to every new tool we build — starting with this one. Once a prospect fills out their planner and you follow up, you'll have a built-in reason to go deeper. The free portfolio analysis gives you a structured, non-threatening way to review their current coverage, retirement accounts, and financial gaps.

Every planner recipient is primed for this conversation. They've just organized their finances, thought about their legacy, and heard their own voice in the planner. Your follow-up call isn't cold — it's a continuation of something they've already started.

What you'll review
— Life & health insurance coverage gaps
— 401k and retirement account optimization
— Annuity restructuring opportunities
— Beneficiary designation review
— IUL and variable annuity options
🔔
Notify me when it launches
Subscribing agents will get early access automatically.
Begin Today

This is the rare thing in sales
where doing right and doing well
are exactly the same.

Join the agents walking into every appointment having already given something meaningful — and building a referral-driven business in the process.

Subscribe Now — $149/mo

Founding member pricing · $149/mo for first 100 per state · 10 agents per city · Team Builder & Enterprise options available