How to Cross-Sell Annuities to Your Current Clients (Live AI Webinar) скачать в хорошем качестве

How to Cross-Sell Annuities to Your Current Clients (Live AI Webinar)

#AnnuitySales #InsuranceAgentIncome #CrossSellStrategy Most Medicare and life agents leave MASSIVE money on the table - same clients, same hours, but missing an entire revenue stream. In this masterclass, we break down exactly how David, a Medicare-only agent for 5 years, used Annuities Genius to close 14 annuity cases in just 90 days - adding $67,000 in commission on TOP of his existing income. No new leads. No cold calls. Just his current book of business. Here's what you'll learn: — The "Three-Legged Stool" framework that actually closes annuity sales — 5 discovery questions that naturally open the door to annuity conversations — The 3-Touch Conversation method (Seed → Bridge → Present) — LIVE demo: Watch us build a full case in Annuities Genius from scratch - from first email to presentation script in ~10 minutes — How to overcome the #1 objection agents have: "I don't know enough about annuities" Whether you've never sold an annuity or you've been selling for 20 years, this session will help you sell smarter and faster. 🔗 Start your FREE trial of Annuities Genius → https://annuitiesgenius.com/ 📞 Questions? Reach out to our team directly. Chapters: 0:00 — Welcome & Icebreaker 2:18 — The Cross-Sell Opportunity: Why Annuities? 3:21 — The Revenue Math: Medicare vs. Annuities 4:19 — Case Study: David's $67K in 90 Days 6:49 — No Chargebacks: Why Annuities Hit Different 8:17 — The "Three-Legged Stool" Framework 10:42 — Behavior Change, Not Title Change 12:55 — Where to Find Your First Annuity Client 14:45 — The 3-Touch Conversation Method 16:25 — 5 Discovery Questions That Open Doors 18:26 — LIVE DEMO: Building a Case in Annuities Genius 22:41 — AI Drafts the Outreach Email (Live) 25:09 — Client Responds — Now What? 26:47 — Product Recommendations & Sales Enablement 28:44 — AI Prepares Your Presentation Script 31:04 — Objection Handling & Comparison Tools 33:38 — Power User Prompts & Pro Tips 38:06 — Your First 48 Hours: Action Plan 39:09 — Zero-to-Hero Playbook Walkthrough 41:50 — Exclusive Offer & Free Trial 42:47 — Live Q&A