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How to Stop Selling Annuities And Use Them As Part Of Each Client’s Overall Retirement Plan (Part One)

I’d like to share a brand new video with you that will walk you through how one of our advisors consistently closes millions of dollars in annuity business 100% virtually.

One of the advantages of being in our marketing program is that we have monthly mastermind calls dedicated to helping advisors close more business “virtually” — without having to meet with prospects and clients in-person.

I’d like you to meet Casey, who has over 20 years of experience as an advisor and over the last couple of years has plugged into our leads program, and mastered our virtual sales process. Casey had previously used direct mail, dinner seminars, and a number of other costly forms of marketing to generate leads and appointments, but he was still only getting average results.

This video was taken from one of our exclusive virtual sales mastermind webinars, where Casey breaks down how he’s offering comprehensive income planning to help prospects prepare for retirement and close business virtually.

Closing business is one thing — but being able to help someone financially prepare for retirement, hundreds, or thousands of miles away is pretty cool, indeed. 🙂

Here’s what we cover in this on-demand video:

  • The biggest mistakes that Casey made which led him to “flushing 40 leads down the toilet” and how you can avoid them.
  • How to handle prospects that have just attended dinner seminars and are currently being pitched an annuity.
  • How to recognize which type of prospect you’re working with, and which sales approach is most effective.
  • The specific questions to ask when opening conversations with annuity prospects.

Check out this video, there’s no email opt-in required and there’s nothing for sale — let me know what you think and be sure to download the free PDF training guide when you check out the video.

On-Demand Virtual Sales Training Video

Click here to download the acommpanying guide.

If you would like to learn more about our hands-free, turnkey approach to generate leads and appointments along with our virtual sales coaching, here’s a couple of steps you can take:

Step 1: Watch this video presentation that walks you through our program from A-to-Z.

Step 2: Click here to book a time to chat and learn more about our marketing program.


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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