Give every prospect something meaningful before you ask for anything. Watch your close rate rise, your cancellations fall, and your referrals multiply.
Lead costs keep rising. Contact rates keep falling. You're spending more to reach fewer people who trust you less.
Every agent sounds the same. Prospects shop on price. They're guarded before you say a word because you haven't earned trust yet.
"Give me 10 names" shuts people down. Nobody wants to hand their friends to a salesperson. The ask itself kills the moment.
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 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.
"Do you know 10 people who might need insurance?"
"Do you know anyone who'd benefit from having their family's legacy organized the way you just did?"
Uncomfortable. Friends feel exposed. You get nothing.
Natural. Friends get something valuable. Referrals flow.
One name, maybe. Or "I'll think about it."
Multiple warm introductions. The system compounds itself.
You get a unique agent code. Text it, email it, put it on your business card. Share it with every prospect you meet.
They visit RegalPlanner.com/free, enter your code, choose their cover, and receive their personalized planner instantly.
The moment they submit, their contact information arrives in your inbox. A warm lead — someone who just organized their family's legacy.
Your personal code ties every planner to your name, your contact info, and your brand.
Give them to every prospect, every client, every referral. No limits, no per-planner fees.
Every completed planner fires your prospect's contact info directly to your inbox.
Eight categories so every planner feels personal to the client receiving it.
Your name lives inside a document your client keeps and references for the rest of their life.
Your subscription is a fully deductible marketing and promotional business expense.
Watch what your prospects receive — and understand the emotional impact of what you're putting in their hands before you ask for anything.
141 pages. Everything a family needs. Delivered instantly with your name inside.
When you explain this feature to a 60-year-old prospect, watch what happens.
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.
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.
Your subscription qualifies as an ordinary and necessary marketing expense under IRS guidelines. Consult your tax advisor for your specific situation.
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.
Join the agents walking into every appointment having already given something meaningful — and building a referral-driven business in the process.
Founding member pricing · $149/mo for first 100 per state · 10 agents per city · Statewide & Enterprise options available