How To Set More Sales Appointments At Your Annuity Seminars!

Help Retirees To Have An Income They Can't Outlive! Setting More Appointments At Your Annuity Sales Seminars! Dear Friends, One of the biggest problems most agents and advisors have is… How to set appointments at your annuity dinner seminars and free educational workshops. Agents are always complaining that they are only able to set sales appointments with 10%-30% of the annuity seminar attendees. They tell us that most of their annuity seminar prospects do not have their appointment book with them. So they cannot set an annuity appointment at the seminar.

Or, the annuity prospect will tell them they just came to the seminar for the meal… because they already have a financial advisor! They came to see if there was something new.  Or, they do not have any money. And, then the agent will tell us that out of the few people who do set appointments at the annuity seminar. Over half of them end up canceling. Or they just do not show up for their annuity sales appointments. 

Do You Have A Problem Setting Sales Appointments At Your Annuity Seminars?

Let us start by recognizing, that contrary to what your attendees may tell you… they are there… Because they are not happy with their financial situation and/or advisor! They came to your event because they are looking for real help. They are trying to find someone they feel they can trust.

The reason you have trouble setting sales appointments at your annuity seminars – is that you did not connect with the attendees.  And, if there is no connection, then people will tell you to your face how great your annuity presentation was. But they will make up any excuse not to set an annuity appointment with you!

However, believe it or not, there are some very simple ways for you to immediately fix the problem! So you set lots of annuity sales appointments at your seminars and workshops.

Here Are Some Of The Results Agents Get…

Agents who are using our Annuity Sales Excellence™ Tool Kit, with our 3 months of coaching and sales support… Set appointments with 75%-90% of their attendees at their annuity sales seminars!

“I had a 90% response on people who have agreed to meet”
“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

David Hodgkins - Setting More Appointments At Your Annuity Seminars! Best Annuity Prospects and Sales!

“My results exploded (appointments) to 90% and 75%”
“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

Five Secrets To Set More Sales Appointments At Your Annuity Seminars!

There are five ‘Secrets’ to you setting sales appointments at your annuity seminar or free educational workshop! So you can easily set appointments with 90% of your annuity seminar attendees… And they will keep their annuity sales appointments with you!!!

And, these five Secrets are the exact opposite of what most agents are being told they must do!

First and foremost you must invite the right people! Running ads in the local newspaper, or sending out postcards to everyone who is 55 or older… Only guarantees you will fill your annuity seminar seats. The problem is that you will generally fill those seats with many of the wrong people. If you want to have the right annuity prospects attend your seminar… Then you will want to invite the people who need your help. The people you have the best chance of selling. Your best annuity prospects are generally going to be middle-income families…  Not the affluent people who already have an advisor and do not need your help. If you are selling annuities then you will want to invite people who are already retired… Or are just about to retire. (60 to 80 years of age)

You must make every effort to make an emotional, personal connection with each of your attendees... before, during, and after your annuity seminar or workshop! Do not have someone introduce you. Because you do want to make a personal connection with everyone. People want to work with people they know and trust. You, or someone in your office, should be calling them… to confirm their attendance! Then call them two days before the event to remind them of the annuity seminar or workshop. You will want to personally meet and greet everyone as they come in for your annuity seminar.

During your annuity seminar sales presentation, you should make eye contact with everyone, one person at a time. You will want to make each person feel as if you are having a personal conversation with him or her sometime during your presentation. Then you will want to visit with each of them after your annuity seminar sales presentation, while they are eating, to thank them for coming. Ask them if they liked the presentation and see if they have any questions.

You must help your attendees to see and understand the financial problems they are facing today. And how your information relates to their situation! Your seminar sales presentation should be about the problems your annuity prospects are facing… Not about your products, riders, investment returns, credentials, or knowledge. If the annuity prospect does not see and understand they have a problem and how you can help… then why would or should they take the time to meet with you? You should ask rhetorical questions during your annuity presentation. Ask questions that will get your annuity prospect to think about how what you are talking about relates to their situation. You are not looking for anyone to answer these questions. So you just ask a question and then pause to let the question sink in.

You must speak at a sixth-grade level… then even the college professors will understand you. If you use technical jargon or big words trying to impress people, you run the risk of making them feel inferior and/or confusing them. In either case, they will not set an annuity sales appointment with you.  Or, if they do set an annuity appointment they will cancel, or just not show up!

You must never ask for an annuity sales appointment. You must allow them to meet with you. If you offer a free consultation, you ask or you push for an annuity sales appointment they will see you as just another salesperson.  If you allow them to meet with you, you are an advisor.  There is only a subtle difference between the two, but a big difference in the number of annuity sales appointments you will set.  “Is it worth 40 minutes of your time to see if….”

Annuity Seminars and Free Educational Workshops are still some of the simplest, quickest, and most profitable ways for you to set sales appointments to increase your annuity sales.

You can set more annuity sales appointments at your seminars than you can handle if you apply the above five critical insider secrets.  And, you do not have to be a great or polished speaker. Or have a dynamic presentation.

Two More ‘Insider Secrets‘… To Set More Sales Appointments at Your Annuity Seminars!

  • The only purpose of your annuity seminar or workshop is to set an appointment!
  • When you educate them on your solutions. Then they do not need you! So educate them on the problems they face.

Annuity Seminars are still one of the absolute best ways to attract seniors to you and set sales appointments. So you can collect ONE Million Annuity Premiums every month… But only if you learn and apply these annuity sales ‘insider secrets!’ 

Just ask the agents, advisors, and planners we work with!

Here is what a few more agents have said about their incredible results with annuity seminars and workshops, using the above critical techniques and our Annuity Sales Excellence™ Tool Kit!

“I spent $2800, and so far I’ve made $55,000”
Peter Orange - Setting More Appointments At Your Annuity Seminars! Best Annuity Prospects and Sales!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

“I wrote $2.7M (Annuity Premiums) for October”
“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.”  Kevin B. – MI

“Allowed me to grow my commissions by as much as 50%”
Rick Wallace - Setting More Appointments At Your Annuity Seminars! Best Annuity Prospects and Sales!“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

These agents are consistently collecting $1,000,000 or more of annuity premiums each month, with the PowerPoint Presentations, training, one-on-one coaching, and support in our Annuity Sales Excellence™ Tool KitAnd you can do it too!

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

Annuity Sales Excellence™ Tool Kit

Annuity Sales Excellence - How To Set More Appointments At Your Annuity Sales Seminars!

Our Annuity Sales Excellence Tool Kit (Annuity marketing and sales system) is about you helping retirees Maximize Their Spendable Income. While you Guarantee An Income They Cannot Outlive! (Using Fixed And Immediate Annuities!)

Using our Tool Kit you will get 90 days of personal insurance agent training and coaching… with back-office sales support! All from a team that has been training insurance agents and advisors for over 40 years to help retirees use annuities. It is the best annuity sales training to guarantee you will earn $250k or more per year selling annuities and life insurance!

First, you will get the best marketing system and agent training to find and attract your best annuity sales leads/prospects. Then you will get the best sales training to show you what to say (our proven annuity prospecting scripts). And then the probing sales questions to ask your prospects… So you will set your best annuity sales appointments.

Then you will get the best annuity fact-find training and the right sales questions to ask to help retirees… So they will see and want to solve their problems. We will also show you how you can help retirees to find the money…  So that they can take action right now!

Then we will show you the best ways to present your solutions to close 9 out of 10 annuity sales. So you will earn $250K or more this year in selling annuities and life insurance like the legends.

Includes… Annuity Sales Excellence Tool Kit (Annuity marketing and sales system, strategies, and tips)
Our Annuity Lead Magnet™ Using Information Booklets & Reports,
Our Complete Annuity Sales Seminar And Workshop System, Strategies and Tips,
 90 Days of Personal Insurance Agent Training, Coaching, and Back-Office Sales Support Worth $2,097,
And Membership to Our IPS Private Site at $39.95 per month after the first month!

When Will You Decide To Learn How To Set More And Better Sales Appointments At Your Annuity Seminar?


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One of the recurring topics we write about each week… and talk about every day is asking your insurance clients the right sales questions. And then ask your insurance clients enough sales questions! That is because asking your clients questions is one of, if not the biggest key to your success in insurance sales. Accordingly, agents have been asking us for a complete list of probing sales questions to use with their insurance clients! As a result, we have compiled a list of all of our favorite insurance sales questions. And we put them all into our limited edition e-book… Are You Asking Enough Insurance Sales Questions?  In this 24-page guide, you will find our goldmine of sales questions that you should be asking your insurance clients to set appointments and close sales.  More Details! Immediate Download…  Order Now!

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Important Question… Are you in this insurance business just to make life insurance and/or annuity sales? Or are you really interested in helping families? Who do you think your insurance prospects want to see? Do they want to meet with an insurance salesperson – or a Trusted Advisor who is doing their best to help them? When will you decide to make a real difference in people’s lives? The more you learn to help families and retirees the more you will learn to help yourself and your family! Nothing will change until you decide to take action to make it change!

 It Is Up To You To Learn How To Set Appointments At Your Annuity Seminar!

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