You Have the Book. Now See the Marketing System Behind It.
Discover how top producing advisors are using What Would the Rockefellers Do? not just as a giveaway, but as a client-generating, policy-opening, business-multiplying machine.
The Book That’s Quietly Produced More than 1 Billion in Premium Is Now Yours to License
It All Started in a Conference Room 25 years ago…
This winning strategy was born a quarter-century ago.
In the year 2000 I started a life insurance mastermind with Michael Isom, my co-author of What Would the Rockefeller Do? and two other partners. We met weekly to brainstorm ideas, analyze case studies and share best practices.
The result? Our production exponentially increased, catching the attention of other whole life producers.
What began in a conference room ended up in a hotel auditorium as the small group grew to 150+ advisors just like you.
As I would abundantly and freely share my “secrets” with this group, it led to joint work and advisors sharing their best practices as well.
Eventually these events turned into a nationwide tour with thousands of agents attending.
This isn’t just a story about me—it’s about the power of collaboration and how, by working together, we unlocked a new way of doing business, leading to breakthrough results for whole life producers.
Now, it’s your turn. This is your chance to tap into another winning formula.
Whether you're just starting out or looking to reach that next level, the key is simple: collaboration.
Together, we can create exponential success.
This time, with a very special book.
The Power of a Book to Attract, Excite and Help Pre-Close New Clients
This surprises people…
Because I’ve written 10 books, including a New York Times bestseller, Killing Sacred Cows, that also hit #1 on the Wall Street Journal and USA Today bestseller lists…
Yet the truth is, my bestselling book by far is What Would the Rockefellers Do?.
This book explores the difference between the Rockefellers and the Vanderbilts, two of the richest families in American history.
The Rockefellers created a system to protect and pass on their fortune from generation to generation, where hundreds of Rockefellers are still benefiting from the system today – five, six and seven generations later.
In contrast, the Vanderbilts saw their fortune quickly vanish after just a few generations.
The system, or “The Rockefeller Method,” is centered around carefully designed whole life insurance policies.
So as the reader gets excited about building legacy and opportunity for their family, plus how to grow, protect and pass on their money…
Whole life insurance becomes the tool that makes it all possible.
What Would the Rockefellers Do? is also one of the most reviewed and purchased books on the topic of life insurance. With almost 2700 Amazon reviews and a rating of 4.6 out of 5 stars.
When I first began selling the book, readers naturally asked where to get their policies.
I passed on the insurance leads to a handful of whole life producers in my network.
With support from the book – which attracts, excites and helps pre-sell clients – they quickly became some of the highest producing agents in the country.
One was the #1 producer at One America, another was the #2 producer at MassMutual, and we helped four more reach the top ten of producers at Ameritas.
Now It’s Your Turn – Here’s the Collaboration Opportunity:
After decades of writing about insurance and personal finance, including my bestselling books and as a paid contributor for Forbes, I decided to dedicate my life to producing game changing content.
And not just for me, but for the whole life insurance industry.
Because in the world of finance, writing a book is super powerful. Yet it’s only part of the equation; personalization and one-on-one attention are essential.
For an advisor to carve out time to create effective content and meet 1-on-1 with clients, it’s a conundrum.
Yet, content can support and elevate the advisor. Content properly delivered can do the heavy lifting and eliminate the mundane.
And it works across the three core pillars of your business:
In marketing: it helps attract and educate your ideal prospects, so they arrive already aligned.
In sales: it shortens the sales cycle and builds trust before you ever pick up the phone.
In client service: it helps retain clients, generate referrals, and plant seeds for future opportunities.
For example, advisors are faced with answering the same questions over and over. The redundancy can create complacency and diminish passion.
Plus uninformed clients require more time and more attention.
Well, as I discovered early in my career…
Collaboration is the game of prosperity!
And that’s where licensing comes in.
Position Yourself as the Authority Without Writing a Single Page
This is a strategic partnership without you giving up any ownership, you keep full control.
My job is in supporting your upside to create new revenue streams and allow you to leverage my brand, content, passion, delivery, and knowledge.
You get to take advantage of my one-to-many tools to work for you… whether you’re on vacation, sleeping or not. This works even at times when you don’t.
The cliche is that they work while you sleep, and it just so happens to be true.
Great content overcomes objections, addresses client fears, and answers frequently asked questions for you.
Great content will also lead to “should ask” questions. The questions the client wouldn’t otherwise know to ask. And it creates a new powerful context, where the clients are asking you for something versus you selling them something.
Content is key, but one-on-one connection is king.
The one-to-many resources are designed to support your one-on-one process leading to more referrals and more informed customers… leading to more business and wealth for you both.
Put simply, when people are more informed and more prepared, they are better clients.
What Would the Rockefellers Do? can do some of the work for you. It can support the conversation, the sales process, and even be a great tool for clients to share with others.
Scale Your Authority. Multiply Your Impact. Attract Better Clients—Automatically.
Here’s what licensing unlocks for you:
More Qualified Leads With Less Effort: The book does the heavy lifting of education and trust-building. You enter the conversation with authority already established and objections already addressed.
Authority Without the Grind: Your name on the cover. Your foreword in the opening pages. Your links inside. You're instantly positioned as the expert—without spending years writing, editing, and publishing.
A System That Works While You Don’t: The tools inside the licensing program generate leads, educate clients, and book appointments, whether you’re in a meeting, on vacation, or off the clock.
More Revenue from the Clients You Already Have: With the Rockefeller Method Course and marketing follow-ups, clients don’t just stay—they refer, expand policies, and grow with you.
A Simpler, More Elegant Way to Grow: Stop cobbling together your marketing. This is a plug-and-play system refined over decades, backed by thousands of success stories, and designed for advisors who share your values.
What’s Included in Your License
Your Own Edition of What Would the Rockefellers Do?
Build instant trust. Start better conversations.
Your name on the cover.
A personalized foreword from you.
Your custom links embedded in key chapters (including mid-book calls-to-action that drive readers to schedule with you).
Lifetime print rights to order at cost—no more bulk book markups.
The Content Portal
Never start from a blank page again.
A full library of marketing assets: landing pages, emails, funnels, social content, blog articles, lead magnets, and more.
Proven campaigns that have been tested with over 4,000 variations—ready to deploy or personalize.
Custom Webinar With Garrett
Leverage Garrett’s authority to build yours.
Record a co-branded webinar on the Rockefeller Method.
Use it to build your list, warm up your audience, and pre-sell your process—on autopilot.
Private Onboarding Strategy Session
Accelerate your rollout with personal guidance.
Meet one-on-one with Garrett’s Chief Marketing Officer.
Map out a custom launch plan based on your goals, strengths, and audience.
Monthly Accelerated Learning Group
Stay sharp. Stay ahead.
Ongoing mastermind sessions with Garrett and fellow licensees.
Real-time campaign reviews, Q&A, and marketing insights that keep you moving forward
The Rockefeller Method Course (Free + Paid Versions)
Pre-sell without pressure. Shorten your sales cycle.
Give clients and prospects a course that educates, builds belief, and drives action.
Includes a 7-day onboarding challenge, AI-enhanced engagement tools, and automation-ready follow-ups.
50% Payout on Course Sales
Get paid while generating leads.
Earn while you grow with a revenue-share model on every course you sell.
Use free or paid versions strategically to drive more committed conversations.
Optional Tech & Marketing Support
Need help? We’ve got your back.
Access a full team for funnel setup, CRM integration, tech builds, and marketing execution.
Available on demand with an additional service package.
Your Own Edition of What Would the Rockefellers Do?
Build instant trust. Start better conversations.
Your name on the cover.
A personalized foreword from you.
Your custom links embedded in key chapters (including mid-book calls-to-action that drive readers to schedule with you).
Lifetime print rights to order at cost—no more bulk book markups.
The Content Portal
Never start from a blank page again.
A full library of marketing assets: landing pages, emails, funnels, social content, blog articles, lead magnets, and more.
Proven campaigns that have been tested with over 4,000 variations—ready to deploy or personalize.
Custom Webinar With Garrett
Leverage Garrett’s authority to build yours.
Record a co-branded webinar on the Rockefeller Method.
Use it to build your list, warm up your audience, and pre-sell your process—on autopilot.
Private Onboarding Strategy Session
Accelerate your rollout with personal guidance.
Meet one-on-one with Garrett’s Chief Marketing Officer.
Map out a custom launch plan based on your goals, strengths, and audience.
Monthly Accelerated Learning Group
Stay sharp. Stay ahead.
Ongoing mastermind sessions with Garrett and fellow licensees.
Real-time campaign reviews, Q&A, and marketing insights that keep you moving forward
The Rockefeller Method Course (Free + Paid Versions)
Pre-sell without pressure. Shorten your sales cycle.
Give clients and prospects a course that educates, builds belief, and drives action.
Includes a 7-day onboarding challenge, AI-enhanced engagement tools, and automation-ready follow-ups.
50% Payout on Course Sales
Get paid while generating leads.
Earn while you grow with a revenue-share model on every course you sell.
Use free or paid versions strategically to drive more committed conversations.
Optional Tech & Marketing Support
Need help? We’ve got your back.
Access a full team for funnel setup, CRM integration, tech builds, and marketing execution.
Available on demand with an additional service package.
Real Results from Advisors in the Field
This isn’t theory or hype. It’s a system that’s already creating real impact—and generating real premium—for advisors who believe in whole life and are ready to scale with integrity.
A $10 million premium case closed using just the book and a webinar.
A $1 million lapse saved through the positioning power of pre-framed education.
3,670 policies written from the previous version of the Rockefeller Method Course.
Advisors rising to the #1 and #2 producer spots at major mutual carriers—including MassMutual, One America, and Ameritas—all starting with this content.
One of the first licensees, Scott Jarred of INVST, was already using What Would the Rockefellers Do? as a catalyst, and it helped him close that $10 million case. But more than the premium, Scott helped a family completely transform how they live, how they think about money, and how they build legacy. They’ve since become raving fans, sharing the method with everyone they know.
For Scott, licensing was a no-brainer. We put his name on the cover, added his foreword, and linked every chapter directly to his appointment calendar. His clients now read the book, schedule with his team, and show up already educated, ready to take action.
These are the kinds of results this system is designed to create.
You’ve already seen what whole life can do for your clients.
Now it’s time to see what this content can do for your business.
Frequently Asked Questions
Do I need to be a great marketer to make this work?
No. That’s the beauty of licensing. You get a system built by marketers, refined over thousands of tests, and proven in the field. If you can share a book, send a link, or follow up with a prospect, you can run this system. And if you have a marketing team, we’ll help them scale it further.
Is this only for advisors already doing high volume?
This program is built for established advisors with consistent revenue (at least $350K annually) and a strong belief in whole life. You don’t need to be doing millions, but you do need a base of clients and momentum to fully leverage the system.
Will this work with my compliance requirements?
If you’re independent, yes. If you're with a firm that restricts your use of personalized content or custom marketing, licensing may not be a fit. We’ll help assess that during your application.
Do I have to customize everything myself?
Not at all. You get done-for-you templates, pre-built funnels, and a content library. If you want hands-on support, our tech and marketing team can implement it for you, so you stay focused on relationships and revenue.
What kind of insurance does this system support?
Properly structured, optimally funded whole life. If you primarily sell IUL or VUL this will not be the right fit. If you believe in guarantees, legacy, and long-term planning, you’re in the right place.
What makes this different from just buying books in bulk?
This is a strategic partnership, not a printing arrangement. You get your name on the cover, your links inside the book, and full use of a turnkey content system that handles marketing, sales, and even customer education. You keep full ownership. We support your upside.
What if I don’t have time to run a funnel?
You don’t need to manage it all yourself. That’s why we built a one-to-many content system, so you can get leverage without losing personal connection. Whether you use our done-for-you team or hand it off to your internal staff, you stay in control.
Does this help after someone becomes a client?
Yes. The book and course aren't just for lead generation. They’re also for retention, referrals, and deepening client relationships. Most advisors repeat the same conversations. This system eliminates that redundancy and keeps clients engaged, informed, and ready to grow.
What does it cost?
Licensing is by application only, and pricing is based on scope and fit. If you're a match, we'll walk you through everything in your Profit Expander Strategy Session.
Ready to See What This Can Do for Your Business?
You already believe in whole life. You already know how to serve your clients.
This is about doing more of that—at scale, with less friction, and far greater leverage.
Licensing What Would the Rockefellers Do? gives you the authority, the tools, and the system to attract better clients, deepen your impact, and grow without burning out.
This isn’t for everyone.
It’s for advisors who align with the philosophy. Who value education. Who want to collaborate, not compete. And who are ready to step into a new level of positioning and performance.
If that’s you, your next step is simple: Apply now by completing the form below.
If you qualify, your next step is a one-on-one Profit Expander Strategy Session.
Otherwise, we’ll share another option with you. We’re looking for the right advisors, not the most.
If this resonates, apply today.
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