member login

005 – SEIZE THIS OPPORTUNITY – Creative Annuity Strategies To Win Over Happy & Loyal High Net Worth Clients

Last episode we were chatting with one of our Annuity Experts’ advisors on whether clients should buy an annuity when we anticipate that interests will be changing during the year.

We think this situation will result in advisors doing more business…

Here are the questions that sparked our conversation:

“What should advisors do when interest rates are changing so rapidly?”

“Should my clients buy an annuity right now or wait it out?

…but ONLY if you know certain strategies that will benefit your client during these uncertain times.

Let’s face it, the traditional way of selling annuity products may not be the solution for your clients…

Which is why we want you to see Episode 5 of the Annuity Experts Show, entitled:

Annuity Experts Show – Episode 005
SEIZE THIS OPPORTUNITY – Creative Annuity Strategies To Win Over Happy & Loyal High Net Worth Clients

Here’s what we cover:

  • Which annuity strategies to use with savvy and sophisticated prospects and clients.
  • The buyer’s psychology that you MUST understand in order to win over happy and loyal high net worth clients.
  • How to stay ahead of the curve using the best methodologies to build better solutions in a rising interest rate environment.
  • How to structure annuity contracts in a way to ethically compete against an incumbent advisor.

Now more than ever before, advisors need to use creative strategies to help their clients navigate these turbulent times.

The traditional way of selling annuity products may not be the solution for your clients.

Which is why you should pick up the information here and implement it in your own practice.

Be sure to stick around to the end of this show to see the top questions answered…

→ Annuity Experts Show – Episode 5 – SEIZE THIS OPPORTUNITY: Creative Annuity Strategies To Win Over High Net Worth Clients.

P.S. Want to see the system that allowed one of our newest advisors to close a 1.4M case in just 11 months with us?

Call us at (520) 639-9479 or…

Click here to book your 1:1 Discovery Call with AIM

P.P.S. Discover the truth about digital marketing in our industry and why 87% of advisors’ digital marketing campaigns don’t work. Click the link below to download our exclusive report:

→ How To Attract Endless Annuity Prospects & Clients Automatically

If you’re considering different digital marketing programs, be sure to check out The Top Questions You Should Ask Your Marketing Service Provider.

annuity experts

Jovan Will

He has gained a reputation as the go-to-guy for internet marketing for financial advisors. Jovan has worked with some of the top financial advisors in the country and helped them scale their practice to unprecedented heights.

He has been the mastermind behind some of the most successful financial services lead generation programs, having produced over 200,000 leads and $500MM in financial product sales.

Leave a Reply

Your email address will not be published. Required fields are marked *

member login