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How to Position (and Sell) Annuities Against the Competition

Is there a foolproof strategy to sell more annuities, no matter what the economy is doing?

Imagine a technique that not only encourages clients to purchase an annuity but also positions you as an expert who is looking out for their interests. To make it happen, you’ll need a sales tactic to position annuities against what your prospect is likely invested in (even if they haven’t told you).

It all begins with a glance at this chart:

We like to position this strategy to the client with an observation: “Half of your portfolio is causing all of your headaches.”

Your client’s portfolio is likely dominated by life cycle funds that mirror the above picture. These funds, while seemingly secure, might be causing more headaches than they solve.

Within these portfolios, a significant portion often comprises government treasuries, like the G Fund in the federal Thrift Savings Plan (TSP). But here’s the kicker—the returns are moderate at best, despite the associated risk.

After all, is a 4.6% return truly worth the risk and volatility?

To transition a portion of your client’s money into an annuity, you need a strategy that positions annuities effectively against funds like this without appearing pushy, slimy, or salesy. That’s exactly what we cover in this episode of our Inner Circle mastermind.

How to Position (and Sell) Annuities Against the Competition

Effective selling isn’t just about persuasion; it’s about understanding your client’s needs and meeting them where they stand. This script precisely does that while effortlessly presenting annuities as the ultimate solution—a ‘no-brainer’ in the eyes of your prospects.

You don’t want to miss this invaluable insight into a simple yet powerful sales script that could transform your approach to annuity sales.

Click the video in the middle of this page to watch the episode now.

If you received value from this training, then you’ll want to join one of our invitation-only Inner Circle mastermind calls…

Then click here to request a “Guest Pass” to join us.

P.P.S. If you’re looking to partner with an FMO that can help you win more cases, keeps you on the cutting-edge of trends that are working and that provides world-class sales support to win more business… without ever having to meet with clients in person or host dinner seminars…

Then you will definitely want to learn more about our done-for-you digital marketing system.

Give us a call at (520) 639-9479 or…

Click here to book your 1:1 Discovery Call with our team

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.

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