Annuity Sales Mistakes Most Agents Make! Are You Offering The Best Solutions To Help Your Annuity Clients?
Dear Friends, Are you doing what is in the best interests of your annuity clients to help them? Are you offering your annuity clients the best solutions for their situation? Or are you making one or more of these annuity sales mistakes that 9 out of 10 agents and advisors make? When will you get the best insurance agent training to help cliennts?
Let me give you a simple example… Most agents out there will put all of a client’s non-qualified money into just one annuity… So that it is safe and will grow tax-deferred! However, is using just one annuity for all the money… the best solution to help the client? Or is it an annuity sales mistake?
Let’s suppose you put $100,000 into an annuity that earns 5% per year. Two years later your annuity client needs to withdraw $10,000 from that account. Then isn’t all of the money that they withdraw interest? Isn’t all of that $10,000 subject to taxes? And, if they are in a 20% tax bracket, they will pay $2,000 or more in taxes.
Better Solution To Help Your Annuity Clients!
What if instead, you put their $100,000 into 5 separate annuity policies… $20,000 each… earning the same 5% per year? Now, if they need to withdraw $10,000 in two years… then only $2,050 is the interest. So now they only pay $410.00 in taxes. How much better off are they? How much have you helped your annuity clients?
Remember, with an annuity, there are no policy fees taken out of the client’s money! All their money goes to work for them. Accordingly, it doesn’t matter to the client if you use one policy… or five policies!
Also, your commission is the same on the $100,000… whether you use one policy or five policies! You just have a little more paperwork to complete. Is that a better solution to help your annuity client’s situation?
Another Annuity Sales Mistake!
Another annuity sales mistake that most agents make out there! When you sell an annuity you do NOT want to put more than $100,000 into one annuity policy… that you are using for long-term growth! Because the state guarantee fund limits, for most states, are between $250,000 – $300,000 per annuity.
What do you need to know to guarantee you don’t make a sales mistake – to offer the best solutions to help your annuity client?
Better Solutions To Help Your Annuity Clients!
When should or shouldn’t you use an ‘income’ annuity? What are the best ways to provide a GUARANTEED income that your retirees can’t outlive? Are there more ways for you to help your annuity clients to reduce the taxes on their income? How can you give them more money to spend? When should your client use all of their qualified money, before they use their non-qualified money? Can they reduce the taxes on their social security income? When does it make sense to use a single premium life policy… Instead of a deferred annuity? …And More!
These are just a few of the ways and solutions you can use to help your annuity clients, that you are not being taught.
How We Will Help You Find The Best Solution For Your Annuity Clients!
Do you want to make sure that you always provide the best solution to help your annuity clients? Do you want to avoid the costly annuity sales mistakes most agents make… when they sell an annuity? Then you will want to invest in the leading annuity sales system! So you will get personal coaching and sales support!
Today, the top advisors we work with earn over a million dollars per year selling cash-value life insurance and annuities. Many of the advisors who were earning $30,000 – $50,000 per year… within a year are now earning $100,000 – $200,000! Will you be next?
“Hi Jeremy, I just want to thank you for your help in completing a financial planning summary. I recently finished the Trusted Advisor program and immediately put the training to use. It worked just as you, Lew, and Alex said it would. I just have to remember to get the client emotionally involved. Let them identify their problems. And then give them exactly what they want! It really was easy. I want to thank you and look forward to many other interactions with you.” Rudolph Corrales, Jr., CTA, CA
What Should You Do Today To Have More Sales Success Selling Life Insurance And Annuities?
We are here and want to help you to be a sales success in selling life insurance and annuities. Give us a call today so we can review your situation – 877-297-4608! There is no cost or obligation.
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Consider… The top agents and advisors we train and coach earn over a million dollars annually selling life insurance, annuities, investments, and their services. While thousands of agents and advisors who earned $30,000 – $50,000 per year, within a year now earn $100,000 – $200,000! And their income keeps growing as they become the Trusted Advisor people want to see! Why! Because when you learn how to help prospects find the money to get all the life insurance they need, the average case is $3,000 – $7,000 in commissions!
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In December 1999, we created the Insurance Marketing and Sales Resource Center because of the serious lack of marketing and sales training for financial professionals. There is a 95% FAILURE rate of new agents entering financial sales and most agents who survive struggle to make a mediocre income. It is because most agents are being taught to sell products – instead of learning how to help middle-income families find the money to get out of debt and save for their future. Our goal is to provide an affordable way for agents to get all the training they need to guarantee they will succeed and earn a superior income by helping middle-income families find the money to save for retirement to “Live Debt-Free And Truly Wealthy”!
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We are always here to help and guide you every step of the way to find your best prospects, and set appointments to succeed in selling more life insurance and annuities!
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“After just reading the first page of Insurance Pro Shop Marketing 101. I learned that I need a new business card, a new tag line and new phone line. That’s just from page 1. Then I asked Jeremy about Final Expense and he said stay away from it. He gave me the reasons why. He also told me never buy a lead. I learned more from him in 3 short 2 minute questions that I learned in the last six years. He has a very calming personality and helps you in any way he can.
I am blessed to have come upon Insurance Pro Shop. Jeremy is a delight and never gets irritated in the slightest and always calls you back. I am very fortunate to have met him at this junction in my life and career. Thank you for giving me the direction and patience I need now.” Neal Merems – CA (34 years in the business)
“Thanks Jeremy! I spent a good three hours reading the material under the membership mini-university (Insurance Marketing and Sales Resource Center) last night and I must say that I learned more last night then I have since entering the business nearly 3 years ago! I think your program will tremendously help my father and I in our business! Thanks,” Bryan Grissum – MO (5 years in the business)
“Just wanted to drop you a quick note about your webinars. Your webinar content has been FANTASTIC! You help to “cut through” to the heart of what’s most important, in order to do an accurate and great job for the client. Sure, you often run past the 1 hour mark, but it’s always been valuable content. IPS always delivers! Everyone who is a student of the life and annuity insurance business needs to hire you to be their teachers for insurance and financial planning. You keep doing what you’re doing. You’re filling a vital need in the insurance training industry. We’re all lucky to have you and your family serving the industry the way you do.” David H. Kinder, ChFC® – CA (11 years in the business)
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Your client newsletter is critical to staying in touch with prospects, friends, family, and clients. It is also a key to more repeat sales and referrals (exclusive leads) from your current clients. So it is a huge key to you being a successful insurance agent!
Remember, ‘Out Of Sight, Out Of Mind’ is a deadly mistake for advisors. Why would your clients, friends, family, neighbors, or prospects call you when they need your help? Or when they are ready to buy. Since they never hear from you, don’t remember you, or know how you help middle-income families! And, then why would they refer people to you?
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By Lew Nason, LUTCF, CTA, RFC Retired, And Jeremy Nason RFC, CTA
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A huge key to finding and attracting exclusive leads, setting better appointments, closing sales, increasing your income, and successfully selling life insurance annuities and your services is and always will be getting the agent training to ask enough of the right sales questions!
“The key to a life insurance sale is an interview, and the key to an interview is a disturbing question.”
When Will You Learn How To Help Families? So You Will Increase Your Sales And Income Selling Insurance!
Middle American Family’s Guide To – Living Debt-Free And Truly Wealthy!
By Lew Nason, LUTCF, CTA, RFC Retired, And Jeremy Nason RFC, CTA
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Important Question… Are you in this insurance business to make sales? Or are you interested in helping families? Who do you think insurance prospects want to see? Do they want to meet with an insurance salesperson – or a Trusted Advisor who does their best to help them? When will you decide to make a real difference in people’s lives? The more personal insurance agent training, coaching, and sales support you get to learn how to successfully help families find the money… for a secure financial future. Then the more you will learn how to help yourself and your family! Nothing will change until you decide to take action to make it change!
Learn the Annuity Sales Mistakes Most Agents Make – Are You Offering The Best Solutions To Help Your Annuity Clients?
Annuity Seminar And Workshop Sales Presentation System – For More Annuity Appointments!
