Get Started

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

Would you like to quickly build rapport and create profitable relationships with prospects without having to meet with them in-person?

Well, yesterday we released a brand new video that walks you through how one of our advisors consistently closes millions of dollars in annuity business and gathers AUM 100% over the phone.

This advisor takes a unique approach that doesn’t come across as “salesy” and works really well to help people with their retirement income plan.

This advisor 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.

Here’s what we cover in part 2 of this on-demand video:

  • The 2 types of annuity prospects and how to treat them differently in your sales process.
  • How to overcome the fear of prospects losing control of their money with annuities.
  • How to work with engineer prospects and those who manage their own money.
  • The best way to explain annuity bonuses to prospects.
  • When it makes sense to split up annuities and stagger lifetime income streams at different times.
  • How to revive cold prospects and engage them to schedule a virtual meeting on your calendar (see the exact language to revive prospects that go dark without coming across as silly).

There’s no email opt-in required and there’s nothing for sale — let me know what you think:

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.

Leave a Reply

Your email address will not be published.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