The Best Way To Get Started Selling Annuities? With A Free Appointment and Sales Script to Close Annuity Sales!

The Best Way To Get Started Selling Annuities? With A Free Appointment and Sales Script to Close Annuity Sales!

What Is The Best Way For You To Get Started Selling Annuities? It is a question that we are asked a lot by the agents and advisors who want to start selling annuities. And by agents and advisors that just want more annuity leads and appointments to close more annuity sales. While it is a simple enough question… the answer is somewhat complicated!

There are many great, proven annuity lead systems out there to help you to get started selling annuities… Using Direct Mail, Post Cards, Newspaper Ads, Social Security Seminars, Free Reports, and Booklets. And the list goes on and on. You can also buy Internet annuity leads, preset annuity appointments, etc.

The great part is when you use the above annuity lead systems or purchase annuity leads… You can have more leads than you will ever need! All it takes is for you to spend a little or a lot of money so that you can get started selling annuities.

Many of you are probably saying to yourself… “Now wait just a minute, I’ve tried many of the above methods and the annuity leads we got were not good!

That is why we said the question is simple! But the answer is complicated!

You’re right! Most of the people who use the above annuity leads do not get a lot of appointments and close a lot of annuity sales! However, for the most part, the problem is not with the annuity leads.

You may not want to hear this, but in most cases the annuity leads are fine. The reason you struggle to get started selling annuities is that you were not taught a simple way to turn those leads into high-quality sales appointments. And then how to close those high-quality appointments for annuity sales.

Make Minor Changes To Get Started Selling Annuities!

We can sight example after example of insurance agents and advisors… who have tried annuity lead systems from XYZ Company and preset appointments. And they had no success with them. Yet, there are agents and advisors who swear by those same seminars and preset appointments. And, they collect millions of dollars of annuity premiums every year when they use those leads.

We can also sight example after example, of agents and advisors who struggled with their annuity leads. Then they made a few minor changes to their approach and sales interview. So now they earn $25,000 to $80,000 per month.

Here are two real-life examples of people who made some minor changes:

Example: Agent ‘A’ was doing annuity seminars and earned about $5,000-$7,000 per month after expenses. He had 35 people at each of his seminars (20 buying units). And he set appointments with 25-35% of the attendees. He also closed 25-35% of the sales appointments. Generally, he got one or two sales per seminar.

Without changing how he got people to attend his annuity seminar. And without changing the actual annuity seminar PowerPoint presentation. He was able to increase his appointments to 70-90% of the attendees. And then close 70-90% of those appointments. In just one month he went from earning $5,000-$7,000 per month after expenses, to earning $30,000 per month after expenses. Then a year later he earned $50,000 to $60,000 per month.

“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 then 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.”

Example: Agent ‘B’ was working on annuity leads. Normally, he closed 25% of his annuity sales appointments. Then without changing his leads or his annuity sales presentation he closed 70% of his annuity appointments.

“The first day after reading some of Lew’s ideas on presenting and closing sales, I closed 3 out of 3 appointments. I ended up closing… 5 out of 7 appointments for $350,000 for the week (all were one-call closes). I made some slight changes in my overall approach that produced immediate results.”

What You Need To Know Today To Get Started Selling Annuities!

So, what made the big difference in these two examples? These agents learned to stop telling prospects what they should do in the annuity seminar and sales appointment. Instead, they helped the prospects to sell themselves on what they should do! Consider, if you tell the prospect something, then they may or may not believe you. Remember, in their eyes, you are just another salesperson trying to make a sale. If you want to set more appointments with your leads. So you sell annuities to most of the people you meet with. Then you have to get your prospects to “tell themselves” why this works… Why it’s important… And why they should take action now. And, ultimately that’s about you asking more and better questions.

For example, when most financial advisors talk to retirees. They will assume that if the prospect has a CD, they are unhappy with the interest rate. So they might ask: “Do you have money saved in CDs?” If the client says yes, then most advisors jump right in and say: “I can show you how you can get a much better return.” The advisor then goes on to tell the prospect about a great new product or idea they have to make them more money. The prospect automatically says: “Let me think about it!”

Why! Because people don’t like to be sold!

The Key To Getting Off To A Quick Start Selling Annuities…

Do you want to get off to a quick start selling annuities? Do you want to set more appointments and close more annuity sales?

Then start asking questions to help prospects to identify their own problems. And then ask more questions to help them to come up with their own solutions!

Free Annuity Appointment and Sales Questions Script Example…

Agent: “Mr. Prospect, if you don’t mind me asking, do you have any of your money in CDs?”

Prospect: “Yes.”

Agent: “Are you happy with the interest rate you are getting?”

Prospect: “It could be better. But it’s Ok. I like the safety and guarantees. And I can get at the money when I need it.”

Agent: “If you don’t mind me asking, are you using that money for an income?”

Prospect: “Yes.”

Agent: “Are you using any part of the investment principle?”

Prospect: “Yes!”

Agent: “How do you feel about that?”

Prospect: “It’s a problem, we are afraid we will not have enough money later on.”

(More discussion and questions about running out of money)

Then Ask More Questions…

Agent: “Does your current income allow you to do everything you’d like to do?”

Prospect: “No, it would be better if I had more income?”

Agent: “If you had more income, then what would you like to do?”

Prospect: “I like to visit more with my grandchildren.”

Agent: “If we could come up with a way to get the income you need. So you can visit your grandchildren, without digging into the principal. While you have the same safety and guarantees as a CD. Then would that be better for you? ”

Prospect: “Can you do that?”

Agent: “From what I see here I think with you and I working together we can do it.”

Can you see the difference? We help the prospect to identify their problems. And then we work with the prospect to help them come up with their own solutions.

Is there any question that you will have a much better chance to get the prospect to move their money… when the prospect sells themselves?

Summary Of What You Need To Know Today To Get Started Selling Annuities!

Now, are the two above advisor success stories just flukes?

No! Just in the past year, we have over 50 agents and advisors who have had spectacular results practically overnight. And for others, it took 6 months or more to see the same results. It all depends on the experience level of the agent or advisor and how open they are to making changes.

Of course, there are always a few agents and advisors who believe they are already great salespeople. And they don’t believe they need help with the questioning techniques. They still believe all of their problems are the result of poor-quality leads.

By the way, these questioning techniques work for whatever you sell… whether it is annuities, life insurance, investments, final expense, mortgage insurance, or carpets!

Do you want to get started selling annuities? Do you want to quickly increase your annuity sales appointments and close a lot more annuity sales? Then you must get better at asking questions and then listening!

So how do you learn this questioning technique? You can learn by trial and error or you can invest in a reputable sales trainer. However, make sure the sales trainer is someone who has actually closed a lot of annuities!

Let’s consider for a moment, most agents get 10-20 sales leads per week and only set 2-4 sales appointments. Then they are lucky if they close one annuity sale per week, which is barely covering the cost of the leads. Is it worth investing a few dollars? So you can get to can set eight or more appointments per week from your current leads? And then close 5 or 6 annuity sales per week?

John Holmes - LA (5 years in business) The Best Way To Get Started Selling Annuities?“I bought the Annuity Quick Start plan with the hope of getting a system that will keep me in front of the money. The first day after reading some of Lew’s ideas on presenting and closing sales. I closed 3 out of 3 annuity appointments! I ended up closing 5 out of 7 appointments for $350,000 for the week (all were one call closes). So, I have to give Lew credit, I made some slight changes in my overall approach that produced immediate results. I now feel confident that Lew can help me when I begin to set up my marketing game plan. John Holmes – LA (5 years in business)

Ron Fara, RFC, RIA - IL (19 years in the business) - The Best Way To Get Started Selling Annuities?“$16,800 in commissions in 2 weeks!”
“Lew’s coaching and the system has helped my practice immensely! Learning from Lew on how to ask questions the right way, helped me close $16,800 in commissions in 2 weeks! Thanks, Lew!” Ron Fara, RFC, RIA – IL (19 years in the business)

Learn To Ask The Best Questions To Set More Annuity Sales Appointments and Close More Annuity Sales!

How To Close 9 Out Of 10 Insurance Sales - Asking Prospects The Right Questions! So You Set Better Appointments and Close Larger Sales!When will you learn the best consultative selling, insurance sales skills, probing questions, and fact-finding, with the tools, coaching, and back-end sales support you need to help middle-income families? So you can help middle-income families to find the money to spend, save, invest, insure and plan wisely for the future. So they can Live Debt Free And Truly Wealthy?”

Check out our How To Close ‘9 Out Of 10’™ Insurance Sales Tool Kit! Because you will get 90 days of personal insurance agent sales training, coaching, and mentoring… with back-office sales support! All from a team that has been training new and experienced insurance agents and advisors for over 40 to help middle-income families to want to solve their problems. So you will earn $250K or more per year selling insurance! 

First, we will show you what to say (the basic insurance prospecting script) and the probing questions to ask your prospects… So you will set your best insurance sales appointments. Then we will show you the right questions to ask to help middle-income families identify and want to solve their problems. We will also show you how you can help middle-income families to find the money! So that they can take action right now! Then we will show you the best ways for you to present your solutions to your families. So that you will close more and larger life insurance and annuity sales in the next 30 days! To be successful in closing 9 out of 10 insurance sales like the legendary agents! To earn $250K or more per year!

Includes Membership to Our Private Site at $29.95 per month after the first month,
And 90 Days of Personal Agent Training, Coaching, Mentoring, and Back-end Sales Support Worth $2,097!

It is up to you. You can keep searching. Wasting your time and your hard-earned money trying to find the ultimate annuity lead system. Or find a company that has the best annuity leads. Or, you can invest in yourself and learn to ask better questions. So you can get started selling more annuities from your current leads.


Beau Henderson, RFC, FMM - GA (9 years in business) The Best Way To Get Started Selling Annuities?“Lew, we have put together our 2 most successful months in a row! I took your advice and focused solely on the things that would bring revenue into my business and cut all of the things that were distracting me from that core focus. For me, that effort is primarily speaking to groups of people. We have put together back-to-back 30k months (commissions) and are speaking to 2-4 audiences per month. The beautiful thing is the more people we help, the more referrals and momentum we build. I’m on track to finish the year two months ahead of my personal goals.”
Beau Henderson, RFC, FMM – GA (9 years in business)

Rick Wallace - ND - The Best Way To Get Started Selling Annuities?

“And, I am having my best month ever with seminars, appointments, and closes. I am sure that a lot of it has to do with the coaching sessions. Then becoming more aware of my own actions during the seminar presentation and the opening appointments. I have sold more life insurance in one month… than I use to sell in one year. And the annuity sales have been unbelievable. Not only a higher percentage of closes but much larger sales.”
Rick Wallace – ND

Best System To Get Started Selling Annuities!

Our Specialized Annuity Marketing, Leads, And Sales System…
With 90 Days Of Personal Agent Training, Coaching, And Sales Support!

Annuity Sales Excellence™ Tool Kit

Annuity Sales Excellence - The Best Way To Get Started Selling Annuities? With A Free Appointment and Sales Script to Close Annuity Sales!Our Annuity Sales Excellence Tool Kit is about you helping retirees and boomers Maximize Their Spendable Income. While you Guarantee An Income They Can’t Outlive! (Using Fixed And Immediate Annuities!)

Check out our Annuity Sales Excellence™ Tool Kit, because you will get 90 days of personal agent training and coaching… with sales support! All from a team that has been training agents and advisors for over 40 years to help retirees and boomers. So they will earn $250k or more per year selling annuities and life insurance!

We will show you how to find your best annuity leads/prospects. So you will set great annuity sales appointments. Then we will show you how to help your clients and prospects see and want to solve their money problems. We will also show you how you can help your clients and prospects to find the money so that they can take action right now! Then we will show you the best ways for you to present your solutions to your clients and prospects to close 9 out of 10 annuity sales. So that you will earn $250K, or more this year selling annuities and life insurance like the legends.

Includes 90 Days of Personal Training, Coaching, and Sales Support – Worth $2,097!
Also Includes Membership
to Our Private Site at $29.95 per month after the first month!

When will you get the tools, training, and support you need to Get Started Selling Annuities… So, you will double and triple your sales this year?

The top producers in the financial services industry understand there is a price to pay for long-term success selling annuities. That assumes that you want to make a consistent six or seven-figure income. The rewards are outstanding for agents who will do what the unsuccessful people will not do. Plus, there is a great deal of satisfaction when you learn how to truly make a difference in your client’s life.

All of our training is designed to help you get started and then achieve long-term success selling annuities and insurance. However, they also have the information, training, and tools you need for short-term success. So you will have an immediate income. In addition, you will learn the right ways to succeed short term, without resorting to being a pushy salesperson. And without sacrificing your potential for long-term success selling annuities.


When Will You Read Our Full-Length Book? So You Learn How To Really Help Families!

Living Debt Free And Truly Wealthy

Middle American Family’s Guide To: Living Debt Free And Truly Wealthy!

We urge you to take the time to read our 20 Chapter book… ‘Middle American Family’s Guide To Living Debt Free And Truly Wealthy!” Because we give you complete strategies, on how you can help middle-income families to find the money to spend, save, invest, insure, and plan wisely for a secure future! So that you can help them to “Live Debt Free and Truly Wealthy!” As a result, you will understand our philosophies, concepts, and techniques by the end of the book. And finally, you will know how you can make a real difference by helping your family, friends, clients, and neighbors to get rid of their debt. So they can save for retirement. So that they will have a secure financial future! Book Outline – Get A Digital Copy of Our 20 Chapter Book! Only $18.97, Immediate Download, ORDER Now!


Nothing Will Change Until You Make it Change. So It Is Up To You To Get The Insurance Sales Systems To Make It Change!

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Recommended By The Members Of The IARFC - The Best Way To Get Started Selling Annuities? With A Free Appointment and Sales Script to Close Annuity Sales!

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