VERTICAL VISION™
.png){kind=logo}
Unlock ELEVATE’s Exclusive
Social Security Workshop System
You’ve done the hard work. You’ve earned the view.
Now comes the real climb.
Elevate is one of the most results-proven, tightly protected, and in-demand Social Security workshop systems in the country. It’s designed for elite financial professionals producing $2M+ annually in annuity business who are ready to scale fast, with confidence.
This isn’t an online course. It’s not a webinar series.
Elevate is for serious financial professionals.
We limit access. We protect territories. And we only partner with professionals serious about the climb.
Why Elevate?
Because leveling up takes more than a good idea.
And there is no room at the top for guesswork.
We get you in front of the right clients with the right message, using a step-by-step process that closes cases and builds momentum.
It's built on the “cheeseburger model” of mentor Steve Smith: simple, proven, repeatable—and ridiculously effective.
As Steve says, “You don’t need to reinvent the mountain. You just need the right trail map and the right guide.”
This isn’t another idea.
It’s a system. And it’s waiting for you—if you qualify.
Your Path. Their Future. Real Results.
We don’t track vanity metrics. We track breakthroughs…
955
workshops hosted
22,395
registrants reached
16,797
retirees educated
6,718
appointments booked
$195,654
average case size
$3.69M+
commissions generated
These aren’t projections.
These are outcomes. From financial professionals who are already making the climb.
Results based on average cases. Individual results may vary.
See how other agents transformed their business after joining Elevate.
Meet the Mentor Behind the Method
Steve Smith, Smith Gillis Financial
Mentor. Strategist. Systems Builder.
Steve has spent four decades mastering financial strategy—and the last 11 years laser-focused on retirement income, Social Security, and Medicare.
Steve doesn't just teach. He's a practitioner.
He’s personally hosted hundreds of workshops, closed countless six-figure cases, and taught financial professionals across the country how to turn a quiet room into a never-ending sales pipeline.
As Steve says:
“It’s like a cheeseburger. Add ketchup, mustard, a pinch of onion—and don’t forget the pickles. Get the order right, and it works every single time.”
With Elevate and Steve, you're getting more than just a seminar or mentoring.
You’re getting a process. A guide. And a proven path.
What You Get When You Join Elevate
Everything you need to get to the top:
Training Summit – in-person onboarding to master the Elevate system
Weekly Mastermind Calls – live, no-fluff strategy with Steve and top producers
Direct Access to Steve & Team – real support, real-time answers when you need them
Dedicated Elevate Coordinator – your personal guide for scheduling, execution, and support
Concierge Sales Support – V2 back-office help to close the big cases
Seminar Kit – high-converting presentation, calculator, and tools
Exclusive Territory Rights – protected ZIP codes; you own the room
Do You Qualify?
This is not an open enrollment program.
We’re protecting the program’s power and your territory.
To be considered, you must:
Produce at least $2M annually in annuities
Be willing to contract with Elevate-aligned carriers
Engage actively in mastermind calls and strategy sessions
We don’t hand out access. We award it.
And not everyone is strong enough to make the cut.
Want to potentially double or triple your appointments and scale your production?
Elevate might be the system you've been looking for.
Call now or complete the form to see if you qualify.
866-984-1585
Vertical Vision Financial Marketing is not affiliated with Steve Smith, Smith Gillis Financial, or COFE (Council of Financial Educators).
Vertical Vision Financial Marketing and its representatives do not provide Social Security advice. Encourage your clients to seek assistance from the Social Security Administration through their local office or online at www.ssa.gov. Not approved, endorsed, or authorized by the Social Security Administration or any other governmental agency.