The Next Generation All-in-One AI-Powered
Marketing Solutions For All Businesses
Streamline Your Sale Process, 10x Your Revenue Using Our Custom-Designed AI-Powered Marketing Strategy
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Partners
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Projects
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Clients
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Meetings
you do not need to be tech savvy
Are you a licensed financial professional, or an insurance agent.
A coach, consultant, service provider or a business owner looking to build a profitable business that takes away the headaches of juggling multiple tools
Look no further! We finally cracked the code!
Our Next Generation AI-Powered All-in-One Marketing Solutions for all businesses is here to provide solutions to all your prospecting, marketing, sales, closing, Coaching, and scaling challenges.
At Elite Financial and Insurance Services a DBA of Leader Life Financial and Investment solutions.
Find Out What Makes Us the Premier Choice in Insurance Platforms!
See What Other People Are Saying About Us!
" Thanks to the referrals generated from your 'Thank You for Your Business' campaign, I've already covered my software costs for the next 24 months. You're the best! "
John Davidson
Business Strategist
" I can't believe how many referrals I've gotten from the campaign! You've secured my software costs for the next two years. I appreciate all your hard work! "
Emily Graves
Marketing Consultant
" With the surge of referrals from the 'Thank You for Your Business' campaign, my software is covered for two whole years. Truly amazing! "
Aaron Perkins
Executive Coach
" Your "Thank You for Your Business" campaign increased referrals so much that I've already covered the cost of the software for the next two years—awesome job! "
Olivia Sinclair
Leadership Consultant
Scale Up Your Success with Our Expertise!
We got you covered for a ridiculously low price you can’t get anywhere else.
Our AI-powered, high-converting, and fully automated advanced marketing software positions you as the unique authority in your niche and gives you an edge in the marketplace.
It’s like condensing all the top marketing systems or software like Active Campaign, HubSpot, Click Funnels, Keap, Link Tree, Kartra, Vendetta,
Under a single login or under one dashboard.
And the best part is… you don’t even have to pay anything close to the price of one of these software.
So, wave goodbye to expensive marketing software subscriptions today and start saving your money for other useful things.
Three-line power dialer available for call centers who need more.
Our recruitment automations help grow your team and keep your onboarding process moving.
Here’s what you get with our Next Generation AI-Powered All-in-One Marketing Software.
An innovative, easy-to-use, high-converting CRM with premium features and add-ons that are second to none. Unlimited sales funnels with highly optimized lead nurture sequences to help you acquire, nurture and convert total strangers into high-paying clients like clockwork. Over 30 SEO optimized, ready-to-use high-converting landing pages that are powered by the latest conversational AI technology.
And you also get the ability to create unlimited landing pages as you need.
Unlimited users and sub-users that enable you to add team members to your system as you wish.
Unlimited automated cold email campaign builder that allows you to acquire high intent prospects without spending money on expensive ads.
Unlimited calendar funnels that enable you to create and automate multiple team calendars, round-robin scheduling systems and much more.
So, you can cancel your expensive calendar subscriptions and save your money for other things.
WHY CHOOSE Elite Financial Services?
Elite Financial Services Is Your All-In-One
Sales and Marketing Platform
All of these tools are included with your account!
24/7 Support with AI Employee
Unleash your own AI-powered sidekick to revolutionize lead follow-up and customer interactions, effortlessly!
Funnel Library + Funnel Builder
Unlock ENDLESS possibilities with UNLIMITED funnel creation – dive right in with our extensive library pre-loaded with 100s of ready-to-deploy funnels! Get started NOW!
Experience effortless automation
Revolutionize your workflow with a custom AI assistant – your personal powerhouse for seamless lead follow-up and effortless customer interaction.
Unlimited Integrations
Get everything done from one place. From CRMs, Lead Engines, Lead Nurture, Funnel Optimization, Social Media Websites and all technologies needed to thrive in this fast-changing world.
Unbeatable Speed-to-Lead
Receive instant phone calls from Elite Financial Services when new leads are identified, allowing for immediate response. Our automations will text, email and even DM your new leads.
Complete Phone System
Boost outbound calling productivity with a power dialer that enables quick and efficient communication. Get A2P verified with our help, then text and call your customers from one platform
Data Organization Tools
Efficiently organize your contacts with customizable smart lists, using precise segmentation and filtering based on specific criteria.
Email Marketing Tools
Launch email campaigns with tracking and analytics to measure success. Our templates are shortcuts to “Wow” emails that get opened
Reputation Management
Monitor and manage your business's online reputation with tools for collecting reviews and addressing feedback.
Social Media Marketing
Use our highly-trained AI content generator to write GREAT social media posts for you, and generate the graphics to go with it! Schedule posts on all social media platforms from our tool, even you reels!
24/7 Support
We support you with 24/7 live chat, email assistance, and even the chance to talk to us directly by phone—plus, join our vibrant Facebook group and hop on daily live Zoom calls for expert advice and real-time answers!
We’ll Build it For You
Elevate Your Business with Elite Financial Services! Our team of experts is here to craft custom automations and funnels designed specifically for your business needs. Embrace this add-on service and let us handle the grunt work—so you soar higher.
PRICING
Choose Your Plan
STANDARD PLAN
$970/Y
Premium CRM & Add-ons
Sales Funnels
30 SEO Optimized ready-to-use Landing Pages
Landing Pages Creation
Users and Sub-Users
Automated cold email
Calendar funnels
Reporting
Campaigns
Communities
Sales pipelines & opportunities
Onboarding & ongoing support
Automated reputation manager
Course creation
Real-time engagement
Conversational AI
Drag & drop website builder
Website hosting
Contact lists
Automated Power Dialer
SMS and email templates
automated social media planner
Social Media Integration
AI content creator
One-on-one coaching support
Built-in conversion APIs
Messages and Ringless Voice Drop
Call recording
AB testing
Surveys
Forms
Web forms
Workflows
Triggers
No contracts - cancel anytime
PREMIUM PLAN
$4970/Y
Premium CRM & Add-ons
Unlimited Sales Funnels
30 SEO Optimized ready-to-use Landing Pages
Unlimited Landing Pages Creation
Unlimited Users and Sub-Users
Unlimited automated cold email
Unlimited calendar funnels
Unlimited Reporting
Unlimited Campaigns
Unlimited Communities
Unlimited sales pipelines & opportunities
Unlimited onboarding & ongoing support
Unlimited Automated reputation manager
Unlimited course creation
Unlimited conversational AI
Drag & drop website builder
Unlimited website hosting
Unlimited contact lists
Unlimited Automated Power Dialer
Unlimited SMS and email templates
Fully automated social media planner
Social Media Integration
Unlimited AI content creator
Unlimited One-on-one coaching support
Built-in conversion APIs
Messages and Ringless Voice Drop
Unlimited call recording
AB testing
Unlimited web forms
Unlimited surveys
Unlimited Forms
Unlimited Workflows
Unlimited Triggers
No contracts - cancel anytime
OUR ALL-IN-ONE MARKETING SOLUTIONS HELPS YOU CANCEL EXPENSIVE SUBSCRIPTIONS AND CONDENSE ALL USEFULL SOFTWARES ON ONE DASBOARD
Seamlessly integrate your Text listings, Google my business listings, sportify, etc.
Unlimited action triggers and internal notifications to improve on your speed to leads and boost conversions. Fully automated social media planner that enables you to post content across multiple platforms on autopilot.
Seamlessly integrate your Google-my-Business, Facebook, Instagram, TikTok, LinkedIn, YouTube, Pinterest, WhatsApp and much more in one location. AI content creator with a fully optimized AI script-generating prompt that enables you to create captivating sales scripts
• Social media ads,
• Social blogs,
• Educative articles,
• Newsletters,
• E-books and much more.
Contact US
Accredited by The Better Business Bureau With an
A+ rating for Customer Trust and Credibility
Let’s work together to create a financial plan that gives you confidence and peace of mind.
Estate Planning and Survivor Protection | Income Protection & Replacement Strategies | Smart college Saving Plans | Smart Mortgage Protection Strategies | Tax-Free Retirement Strategies | Smart Pension Planning | Business Buy-Sell Agreements | Executive Bonus Compensation| Key Employee Insurance | Cash Value Life Insurance | Free Living Benefits | Financial Portfolio Optimization | Smart Asset Protection | Tax-Free Generational Wealth Transfer
A+Rated by BBB
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