The Ultimate Life Insurance & Annuity Marketing, Lead & Sales Systems... Tools, Tips, and Training!

How To Conduct A Successful Annuity Dinner Seminar
...to Collect One Million of Annuity Premiums Each Month!

Are you wondering how the Top 1% of all Annuity Producers are still able to consistently collect $1,000,000 or more of fixed, indexed and variable annuity premiums each and every month using annuity seminars, when everyone else is saying that annuity seminars are being overdone? 

And, how they are still doing it, in spite of all the bad publicity concerning annuities and the unethical sales practices? 

What is it that they know that you don't?

There are three critical pieces to success with annuity seminars that most agents and advisors are missing.  And, it all starts with understanding the real purpose of a seminar! 

During my coaching sessions, and during our live training events (Boot Camps), I’ll ask advisors; “What’s the main objective of a seminar?” I’ll get answers like:

“Educate The Prospect;” “Introduce an Exciting New Product or Concept;” “Build Trust and Credibility;”
"Build Report;” “Impress Prospects;” “Create Distrust with Their Current Advisor;”
“Get People to Like You;”
or “Disturb Prospects.” 

While there are some agents and advisors who’ve had moderate and/or short lived success in the past using the above objectives, the annuity marketplace has changed dramatically in one area... Seniors are more skeptical today. However, what works today, is what has always worked for the very best producers! And, that is about really helping people to 'understand and solve the problems they are facing.' 
 

Lew Nason Quote


Insider Secret
-
If you want to have success with annuity seminars today, then burn this into your memory… “The only purpose of a seminar is to set an appointment with the prospect!
 

You can argue with me if you want. But, over the years we’ve helped hundreds of agents and advisors go from a 10% to 30% appointment rate at their seminars, to an incredible 70% to 90% appointment rate at their very next seminar.  And, these appointments stuck. 

Example:

Here is what agents have said about the secrets we shared with them, are about to reveal to you.  

"Following the advice of your competitors, for my first seminar I spent $16,000 and made $22,000.  The second seminar I spent $6,000 and made $1300. Then a few weeks ago I found you. For my third seminar I spent $2800, and so far I've made $55,000. I'll give you credit for 90% of the success I've had with this seminar. I just followed the advice in your system, for my seminar, the initial interview and the closing appointment and I'm making serious money. In just one month I've made over half of what I made in previous years. I'm certainly glad I found you. Thanks," Peter Orange - WA  

"Lew, I just completed my first seminar using the strategic questions we discussed during our first coaching session.  The results were remarkable.  At the seminar I had a 90% response on people who have agreed to the one-hour complimentary meeting. And, I just had my first appointment and uncovered in excess of $150,000 for an annuity sale. The system works and many thanks for your help." 
Steve Rogers
- OK

 "Over the last two weeks I have been holding seminars. Appointment results from the first in my series were lower than normal in the past at just 25% (I normally will get 40% to 60%).  After speaking with you and implementing some of your tips, my results exploded to 90% for the next and 75% for the 3rd seminar!  I am amazed that using the same presentation and only asking a few simple questions could transform my appointment request ratio so much.  I can't wait to get out and try these strategies on the appointments.  Thanks for your help!"
David Hodgkins
- NH

"Thanks for the great advice.  You helped me determine areas in my seminar presentation and opening appointments that allowed me to grow my commissions by as much as 50% over what I was doing in the past.  Lew has been especially helpful in the role playing and immediately being able to point out areas of weaknesses that I was able to immediately correct.  Having a coach doesn't cost you money… It makes you money!  In addition to the coaching, the annuity packages available for sale on this web site are jam-packed full of information that will help propel you to the top in terms of building clientele and increasing your commissions.  These packages are some of the best in the industry, and for the price, you can't afford not to have them." 
Rick Wallace - ND 

 

So, what are the 3 critical issues to success to setting appointments with ‘9 Out Of 10’ seminar attendees and collecting $1,000,000 of annuity premiums each month? 

1. Attracting the ‘Right’ Prospects to the Seminar…
Obviously, to be successful with annuity seminars you have to get prospects to come to your event.  However, if you want to collect $1,000,000 or more of annuity premiums you must attract the ‘RIGHT prospects.  If you understand and buy into, “The only purpose of a seminar is to set an appointment with the prospect,” then you must attract the prospects you have the best chance of setting an appointment with and selling. You can attract those people by addressing the ‘REAL’ concerns people face today, in their retirement. 

Insider Secret - All of your correspondence, ads, articles, invitations, etc., must address the real concerns people have about their retirement. It's NOT about products, sales ideas like 'maximizing social security income' or about investment returns! It’s about helping people to have all the income they need during their ENTIRE retirement years, with safety and guarantees. It’s addressing their concerns about 'outliving their money'. It’s helping people to understand how you can help them to 'beat inflation', 'reduce income taxes', 'minimize risks', 'protect their income' from the devastation of long-term care and 'replacing lost income' when a spouse dies.
 

John C. Maxwell Quote.


2. Setting Appointments at the Seminar…

If you want to collect $1,000,000 or more of annuity premiums from your next seminar, you must learn how to set appointments with the majority of your seminar attendees, right at the seminar.  And those appointments must stick. It’s not about you being a good speaker. I’ve worked with many agents who are not great speakers, who consistently get a 90% to 100% appointment rate. And, it’s not about having a fancy and dynamic PowerPoint seminar presentation. There are many agents who are very successful using a simple presentation, with flip charts, overheads or just an easel pad.

First, your presentation must show you understand the problems they are facing!

Then there are four ‘Insider Secrets’ to being successful with seminars…

  1. “First you must speak at a sixth grade level, so even the college professors will understand you.” (Thank You Zig Ziglar.) You can’t try to impress people with your knowledge. And, can’t use technical jargon or big words that some people may not understand. If you confuse your attendees at all, they are not sure they understand you, or they feel inferior in any way, they will not set an appointment with you.

  2. Your presentation must address their real concerns about their retirement. If you get into specific investment returns, risk verses reward, or a specific product you are just another salesperson. And, most people are very skeptical and don’t trust any salespeople.

  3. You must ask rhetorical questions during your presentation, so they can see how your information relates to their situation. People buy based on emotions and justify their decision based on logic. Your first sale to your seminar attendees is the need to see you. You must get them emotionally involved during the presentation, so they want to see you. If they don’t see your information relates to their situation, and how you may be able to help them, they will not set an appointment with you.

  4. Finally, you must never ask for an appointment, or try to convince them to meet with you! The minute you ask them for an appointment or offer a free consultation you are seen as a salesperson. You must give them an opportunity to meet with you. There’s only a slight difference between asking them for an appointment (or trying to convince them to meet with you) and offering them an opportunity to meet with you. But, there’s a huge difference in the ultimate results! “Is it worth 40 minutes of your time to see if…”  (Note: You must set the appointment at the seminar. Once people leave it is much more difficult to contact them to set an appointment.)
     

Brian Tracy Quote


3.  Selling a Solution to Their Problem… Instead of a Product!

Unfortunately, you can have 100 buying units at your seminar, set appointments with every one of those people, and you’ll still only close one or two sales. Why?
 

It’s because most agents 'in their initial meeting' aren't taking the time to help their prospects to identify and understand the real financial problems they face in retirement. Instead, they get a few facts about what the prospect has, and then they jump right in to selling one of their fantastic new products, with bonuses and great investment returns. Or, they’ll use complicated sales presentation calculators that just confuse people and provides them all with the same solution. 

Insider Secret - If you want to collect $1,000,000 or more of annuity premiums each month, then you must help your prospects to identify and understand the real financial problems they face, and then help them to find a solution they are comfortable with. 

Having a successful seminar or workshop, is about you helping people to have all the income they need during their ENTIRE retirement years, with safety and guarantees. As I stated earlier... It’s about you addressing their concerns about outliving their money. It’s helping the people to understand how you can help them to beat inflation, reduce income taxes, minimize risks, protect their income from the devastation of long-term care and replacing the lost income when a spouse dies. 
 

Zig Ziglar Quote


Here are more typical examples of the success agents are having when they pay attention to the three critical issues with annuity seminars…

"I have been applying some of the techniques you shared with me and have been doing really well.  I did 1.1 million in Index Annuity business in June and have been promoted to branch leader with my company."
Gregg Hall
- FL 

"It has been quite busy and I am looking forward to a slow down. This week we have our final two seminars for the year. We have been very focused on the senior market via the seminar and our weekly radio program. I wrote $2.7M (Annuity Premiums) for October and was #7 for the month in production with American Equity.  I think last week I cleared the requirements for MDRT Top of Table.  Thank you for all your help and guidance." 

“I must say that as a Financial Consultant with a securities license, I admit I was a bit apprehensive in getting your material. But I did purchase the Advanced Fact Finding Techniques Video, which in turn convinced me to get involved with your personal coaching and the members only site. For the amount of money I spent, for the amount of such useful information, it is just incredible. I have logged hours, upon hours, of reading of such priceless, quality and helpful material on just about every aspect of the business imaginable. I have done Annuity Seminars for about a year now with marginal results. After applying what I have learned from you in just a few short weeks, I not only improved the quality of my existing seminar, but the appointments I have made from the seminars have become much stronger. Potential clients come into my office, ready for me to help them. Gone was the skeptical attitude of, OK, what can you do for me? Replaced by, do you think you could help me too? Plus, they brought in all their statements, 1040 forms, old annuities, life insurance policies and long term care policies as well. Also, after just a few of your coaching sessions, which I highly recommend, have helped me put all of this together very quickly. Your smooth and simple, yet thorough approach to your Advanced Questioning Techniques, have not only helped me improve my questioning, but makes interviews exciting as well as rewarding. Thank You.”
John Guntkowski, RFC, CSA - FL

These agents are consistently collecting $1,000,000 or more of annuity each month!

And you can do it too!

Discover... Why Financial Advisors Are Doubling And Tripling Their Annuity Sales, In As Little As 30 Days!

Free Download... ‘10 Deadly Mistakes’ That Are Keeping You From Collecting‘ One Million Dollars’ Of Annuity Premiums Every Month! How to market and sell Fixed Annuities, Indexed Annuities, Variable Annuities and Immediate AnnuitiesRevealed... The Top 10 Deadly Annuity Marketing  Mistakes Advisors Make When Selling Annuities!

Would you like to know the top 10 critical annuity marketing and prospecting mistakes most advisors make today that is keeping them from attracting and setting appointments with their 'IDEAL' annuity prospects and collecting one million of annuity premiums each month?

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Disclosure…The income statements and examples on this website are not intended to represent or guarantee that every agent or financial advisor will achieve the same or similar results. Each individual's success will be determined by his or her desire, dedication, effort and motivation to work and use the life insurance and annuity marketing, prospecting and sales strategies, tips, tools and training in these programs. There is no guarantee you will duplicate the results stated here. You recognize any business endeavor has an inherent risk for loss of capital.