Could this be the 'easy button' for 10X- ing your life and annuity sales?

Ifyou’re a successful insurance or financial advisor, you know that closing the sale is dependent on everything you do leading up to getting a signature on the dotted line.

Most importantly, your clients must see you as an expert they trust rather than simply as a salesperson.

To do that, you have to diagnose their problems.

And reveal a need in their current financial situation.

You also know you need to take complex concepts and make them simple.

But what many agents and advisors don’t know is that producers have been using a proprietary system for almost 20 years that makes all of this easy to accomplish — and empowers them to close more business.

In fact, one agent went from $2 million to $12 million in production by using this system.

Multimillion-dollar producers use it to train subagents and scale their practices more efficiently.

And now this system is available to you. Create a sales presentation in just 15 minutes that takes away the fear of the unknown for the client, builds relationships with them and boosts your confidence in closing sales.

Demonstrate your expertise to prospects and clients so that it naturally leads to more life and annuity business. Show clients how surprisingly little market risk they need to take to achieve their retirement goals and dreams — by allocating more to principal-protected financial vehicles.

In the first month using [this sales software], we exceeded our total sales of the last 6 months from the previous year. I can recommend [this system] to any advisor looking to get more production from each prospect or client visit. —Dan R., VA

In this article, we’ll explain how you can get access. But first, why do some financial professionals struggle to increase their annuity and life insurance production?

Solve The Real Problem

A major reason agents and advisors miss out on life insurance and annuity sales they could be making is because they hav en’t solved the real problem.

You need a consistent way to set up the sale that establishes credibility, evokes emotion, shows you’ve been listening and gives clients greater clarity about their financial future.

If you can check all these boxes, it doesn’t matter if you’re an insurance agent, a financial advisor, completely new or a seasoned veteran — you can make bigger and better sales.

One advisor went from never having sold an indexed annuity to closing their first case for $1 million in premium.

Get The Ultimate Advisor Advantage

What the typical advisor is lacking — that’s helped savvy advisors 3X, 4X, even 10X their production — is the ultimate advantage, because it walks you through what to say and do (and when) during an appointment.

And yes, the strategies will change from client to client. The desired income will be different, their life situations will vary, but what you do should remain the same. Just follow the same simple steps to make more sales.

If you want to streamline your practice and save time — especially if you plan to scale — you need a proven process to grow the business without always having to be working in the business.

If you’re relying on a sales script that only exists in your head and that changes every time you speak to someone, it’s nearly impossible to scale.

With this system, you can simply give subagents a login and they will have the few million in FIA premium to $20 million in one year — and that equated to his annual gross revenue increasing from $200,000 to $2.7 million. Even he didn’t realize how powerful this would be in client meetings.

Because this system was developed by an advisor for advisors and agents, it’s intuitive. Just enter information from the fact-finder and a comprehensive financial plan will be produced that accounts for the client’s retirement needs, what Social Security will provide them, the income gap they need to solve for and how they can reposition assets to accomplish their goals.

Take Away The Fear Of The Unknown

One of the most important steps to closing an annuity sale is identifying the amount of assets the prospective client has at risk.

The fact is, no one knows what the markets will do or when the market will bounce back, especially now.

How much of a surprise is it when they look at their investment balances?

If their retirement is based on hope and surprise, they’re likely taking on more risk than they want or need to.

But when they know they only need “X” rate of return, why wait to see what the market’s going to do? Why take on risk that could delay their retirement date?

These are the kinds of conversations you should be having with prospective clients, which often lead to an annuity purchase — and the potential for 200%-300% more in assets under management.

I had one prospect go to my dinner event and thought he would want to invest $300,000 in an annuity. When he came back, I decided to try out the … presentation. He immediately decided to do $550,000 after seeing [the output]. He sent me a referral who came in thinking about $100,000. After presenting [the system], this prospect decided instead to do $850,000 into an annuity. Finally, I had a third prospect intending to invest $20,000 to “put his foot in the water,” [who] after [this system] changed his investment to $750,000. $2.1 million of annuities … not bad for my first week with [this system]! —Lawrence

Build Relationships

The road map you’ll generate lets clients see how they are going to go from where they are now to where they want to be in retirement — and beyond — with an emphasis on retirement income, taxes and investments (in that order). Additionally, with this system, you have a shared language or terminology.

Presenting information in this way creates a positive impression that can open the door to gathering more assets and referrals.

everyone involved.

[This system] has been the shining light when it comes to having my clients understand their files and, in turn, ensure that I close many, many more deals. I am able to close higher amounts in one appointment, saving me time and [providing] clarity to my clients… —Matt

D., NJ

Decrease Skepticism

O., LA

As you know, building relationships is also key to closing business. While remembering birthdays and providing great service improve the client experience, it’s crucial to inspire trust to build stronger relationships.

When you share concerns and challenges you believe the client may face down the road, clients trust that you have their best interests at heart. That trust deepens the relationships you have with them.

With an easy-to-understand output, clients can clearly see what it means to have a diversified portfolio and, importantly, that they may need more guaranteed products like an annuity or life insurance to truly be diversified.

[This system] has allowed me to tackle much bigger clients than I ever felt possible, and even more clients from $200k-$2m, and they all seem to get it. The [system] is easy to understand and helps make the sale because they can understand the sale much better. This in turn helps my bottom line of production. —Mark

K., GA

Ensure Regulatory Compliance With Each Client

Part of your job as an agent or advisor is making sure you stay compliant with the ever-changing rules and regulations that govern our industry. And that’s not an easy job. However, when you have this easy button, you’re more confident the proper steps are being taken every time with every client.

This leads to “better” sales because they are compliant and well documented for both you and your clients. You have a record of what was discussed and why you made the recommendations you did. It’s a greater measure of protection for

DON'T MISS OUT!

Most clients want to know the recommendations you’re making are sound. In other words, what are your recommendations based on? If you don’t have an answer for that, it can be difficult to get the sale. On the other hand, when you can provide your clients with documentation to support your recommendations, you establish credibility.

The short four-page document you receive as an output of this system details everything you’ve shared with the client. What’s even more important is it shows clients your recommendations don’t originate with a product you want to sell them.

Instead, you can show a client the rate of return they need each year to have enough income to sustain their lifestyle in retirement. Then the question becomes “How do I achieve that?”

Now they are open to a discussion about the products you can offer because you’ve pre-framed them with everything leading up to this point.

So, are you ready to have conversations with prospects and clients that naturally lead to sales of life and annuities?