For IMO Leaders & Strategic Alliance Partners

The Legacy Partner
Toolkit

A Strategic Advisor Growth Infrastructure for IMOs and Strategic Alliances. Stop competing on comp grids. Start winning on authority.

Recruit
More Advisors
Retain
Advisors Longer
Increase
Production
Differentiate
Your Brand
The Legacy Partnership

The IMO Opportunity

Why This Matters Now

Every IMO competes on the same things: compensation grids, product access, and back-office support. Your advisors know it. Your recruits know it. And your competitors know it too.

Here is the uncomfortable truth: when every IMO looks the same, advisors leave for a slightly better override. They leave for a carrier relationship. They leave because there is no compelling reason to stay.

The IMOs that are winning the next decade are not winning on comp. They are winning because they offer something their advisors cannot get anywhere else -- a clear path to becoming the trusted authority in their market.

That is where the Legacy Partner Toolkit changes everything.

"When your advisors grow their authority, they write more annuity and IUL business. They attract better clients. They face less price resistance. And they stay with the organization that helped them get there."

-- Mike Saunders, MBA | Authority Marketing Strategist

Recruit More Advisors
Offer what no other IMO offers
Retain Advisors Longer
Become indispensable to their growth
Increase Production
Authority advisors close more business
Differentiate Your Brand
Position as a modern growth ecosystem

The Core Problem

The Authority Trust Gap

There is a moment that happens before every advisor-prospect meeting. The prospect Googles the advisor's name. They look at LinkedIn. They search for reviews, articles, interviews -- anything that tells them whether this person is worth their time and trust.

For most advisors, what the prospect finds is nothing remarkable. A website. A LinkedIn profile. Maybe a headshot and a list of licenses. Nothing that separates them from the hundreds of other advisors in their market.

That gap -- between what a prospect finds and what would make them say "this is the advisor I need" -- is the Authority Trust Gap.

The advisors who close the Authority Trust Gap show up as published authors, media-featured experts, and the advisor whose name comes up when someone asks "who should I talk to about my retirement?" They are the Category of One.

The Authority Trust Gap

Meet Your Partner

Meet Mike Saunders, MBA

Mike Saunders, MBA

Mike Saunders, MBA is an Amazon bestselling author, Authority Marketing Strategist, and the creator of the Authority Domination framework. He has been featured on Forbes, FOX, CBS, NBC, and ABC, and has helped hundreds of independent financial advisors specializing in annuities and IUL build undeniable authority in their markets.

Mike works directly with independent financial advisors to close the Authority Trust Gap -- helping them become the Category of One in their market through a proven system of podcast appearances, guaranteed national media placement, TV interview segments, and book publishing.

As a Legacy Partner, your organization receives direct support from Mike Saunders, MBA and the Authority Positioning Coach team. This includes a custom onboarding call, a co-branded rollout strategy, advisor engagement campaign support, and optional upgrade paths for advisors who want the full Done-For-You Authority Positioning Portfolio® built for them.

"Authority Domination is not a product. It is not a service. It is not a marketing tactic. It is a movement -- a movement of independent financial advisors, specializing in annuities and IUL, who are reclaiming their authority and becoming the Category of One in their niche."

MIKE SAUNDERS, MBA | AUTHORITY MARKETING STRATEGIST

Advisor Authority AI

What's Included

What the Toolkit Includes

Toolkit Components
COMPONENT 01

Advisor Authority AI™

A private AI tool trained on the full Authority Domination framework. In approximately 15 minutes, it generates a fully personalized 12-Step Authority Positioning Blueprint for any advisor selling annuities or IUL. Retail value: $28. Through your organization: complimentary.

COMPONENT 02

Authority Domination Digital Book

The Amazon bestselling book by Mike Saunders, MBA -- the strategic foundation behind every recommendation the AI makes, giving advisors the full context and conviction to implement their blueprint.

COMPONENT 03

The 4-Phase Authority Positioning Roadmap

A proven four-phase implementation sequence: Podcast Interviews, PR and Media Placement on ABC, CBS, NBC and FOX, TV Interview Segments, and Book Publishing. Each phase builds on the last.

COMPONENT 04

Recruiter Talking Points and Scripts

Ready-to-use, fully scripted language for your recruiting team to introduce the toolkit in every recruiting conversation. Field-tested and written in the voice of a growth-focused IMO leader.

COMPONENT 05

Advisor Onboarding Sequence

A fully scripted four-step rollout plan your team can execute immediately. Includes exact language for each step, from internal leadership introduction to advisor announcement to ongoing promotion.

COMPONENT 06

Five Co-Branded Email Templates

Five complete, ready-to-send email templates covering every stage of the advisor relationship: announcement, recruiting, re-engagement, leadership introduction, and the free access offer.

COMPONENT 07

Free Access One-Pager

A standalone, shareable document your recruiters and inside sales reps can forward directly to advisors. Contains the full offer, access instructions, and coupon code in a clean, professional format.

COMPONENT 08

Done-For-You Upgrade Path

For advisors who want the entire Authority Positioning system built for them, Mike Saunders, MBA provides a 100% Done-For-You Authority Positioning Portfolio® with guaranteed media placement.

Complimentary Access for Your Advisors

Your Advisors Deserve More Than a Comp Grid

Give every advisor in your organization a personalized Authority Positioning Blueprint -- complimentary. Retail value $28. Your cost through this program: $0.

This is not a generic marketing tool. It is a custom AI-powered blueprint built around each advisor's specific market, niche, and goals. Every advisor in your organization gets their own personalized roadmap for becoming the Category of One in their market.

Free Access One-Pager - Advisor Authority AI

The Implementation System

The 4-Phase Authority Positioning Roadmap

4-Phase Authority Positioning Roadmap
1

Podcast Interviews

Get in front of targeted audiences as the expert guest. Build credibility through association and repeated visibility. Podcast appearances create shareable content and establish the advisor as a thought leader in the annuity and IUL space before a single prospect meeting.

2

PR and Media Placement on ABC, CBS, NBC and FOX

Secure guaranteed placement on national news affiliates. Traditional PR firms charge $10,000 to $15,000 per month with no guarantees. Through the Authority Domination system, placements are guaranteed. Not maybe. Not we will try. Guaranteed.

3

TV Interview Segments

Go deeper with the same content on local and regional TV. Reinforce the media presence and create shareable video assets that prospects can watch before the first meeting.

4

Book Publishing

Become a published author in the financial advisory space. Nothing closes the Authority Trust Gap faster than handing a prospect your book. A published book is the ultimate credibility asset.

For Your IMO Sales Team

IMO Sales Team Talking Points

The following talking points are written specifically for your IMO sales team to use when recruiting new advisors and retaining existing ones. They are ready to use verbatim in every conversation -- whether you are reaching out to a recruit prospect or reinforcing value with an advisor already in your organization.

Opening the Conversation (Recruiting)
"One of the most common things I hear from advisors is that they feel like they are competing on price and product -- and losing ground to advisors who seem to have more credibility, even if they are not better at the job. Does that sound familiar? That is exactly the problem our organization helps you solve."
Introducing the Differentiator (Recruiting)
"What we offer that most IMOs do not is a real growth infrastructure for your personal brand and authority in the market. Not just products and comp -- a system that helps you become the advisor your prospects choose before they even talk to anyone else. That is what separates our organization."
Introducing the Toolkit (Recruiting)
"We give every advisor we work with complimentary access to a private AI tool called Advisor Authority AI™. It is built on the Authority Domination framework by Mike Saunders, MBA -- an Amazon bestselling book written specifically for independent financial advisors selling annuities and IUL. In 15 minutes it builds a personalized authority blueprint for your practice."
The IMO Differentiator (Recruiting)
"Most IMOs compete on compensation. We compete on advisor growth. If you want to stand out in your market -- if you want prospects coming to you already pre-sold on your credibility -- we give you the roadmap and the tools to make that happen. No other IMO is offering this."
Handling the Cost Question
"The retail value of the AI tool is $28. But as one of our advisors, you get complimentary access. Just go to www.AuthorityTrustGap.com and use the code FREE. It takes 15 minutes and you will walk away with a personalized authority plan for your business."
Retention Conversation (Existing Advisors)
"I want to make sure you are taking advantage of everything we offer. One of the most valuable resources we provide is complimentary access to Advisor Authority AI™ -- it builds a personalized 12-Step Authority Positioning Blueprint for your practice in about 15 minutes. If you have not tried it yet, I want to walk you through it. This is part of why advisors who work with us stay with us."

The Premium Upgrade

The Done-For-You Upgrade Path

Authority Domination

The Advisor Authority AI™ tool gives every advisor a clear blueprint. But a blueprint is only as powerful as the team that builds it.

For advisors who are ready to implement at the highest level, Mike Saunders, MBA and his team provide the 100% Done-For-You Authority Positioning Portfolio®. Every deliverable in the four-phase roadmap is built and executed by the Authority Positioning Coach team.

From podcast booking to guaranteed media placement on ABC, CBS, NBC and FOX, to TV interview coordination, to full book publishing -- every component is handled by the team that has done it hundreds of times.

Traditional PR firms charge $10,000 to $15,000 per month for media placements with no guarantees.

The Authority Positioning Coach team provides GUARANTEED placement on national news affiliates. Not maybe. Not we will try. Guaranteed.

"Authority Domination is not a product. It is not a service. It is not a marketing tactic. It is a movement -- a movement of independent financial advisors, specializing in annuities and IUL, who are reclaiming their authority and becoming the Category of One in their niche."

MIKE SAUNDERS, MBA | AUTHORITY MARKETING STRATEGIST

© 2026 Mike Saunders, MBA | Authority Positioning Coach | mikesaunders360.com