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Master The Most Common Questions To Sell More Annuities

Can mastering a few questions lead to more annuity sales? What are the concerns that virtually all clients have when it comes to buying an annuity?

In both up and down markets, prospects are often skeptical of financial vehicles of any kind, including those that are relatively safe. When meeting with prospects who are looking for safety, there are a few essential points to address regardless of market fluctuations in the S&P 500. That’s why we’ve distilled these key moments into a framework that elevates every client meeting, guiding you through the crucial junctures that hold the potential to maximize annuity sales.

Questions like:

  1. How much should one allocate to an annuity?
  2. Should it all go to one annuity or split it up?
  3. Should I include my spouse or single income for life?
  4. Is there a fee in this annuity?

Master The Most Common Questions To Sell More Annuities


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In the world of financial planning, the art of selling annuities isn’t just about pitches and presentations—it’s about understanding the right questions and delivering informed answers. Mastery of these crucial inquiries not only educates clients but also builds trust and leads to more successful annuity sales.

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

Click here to request a “Guest Pass” to join us.

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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