How Top Advisors Turn First Meetings Into Annuity Sales
Discover the proven system that advisors use to build instant credibility, overcome skepticism, and sell more annuities
Date and time
Location
Online
About this event
- Event lasts 1 hour
Are These Trust-Building Challenges Costing You Clients?
🚫 Instant Skepticism Prospects arrive at meetings already defensive, viewing you as "just another salesperson" before you even present your recommendations.
🤝 Trust Deficit Negative bias against annuities and insurance products makes prospects resist your best solutions, regardless of suitability.
🕐 Decision Paralysis First meetings end with "I need to think about it" because prospects don't feel confident in your guidance or their understanding.
💻 Credibility Gap Without sophisticated demonstration tools, you can't showcase your expertise or differentiate yourself from competitors.
📊 Complexity Overwhelm Complex financial strategies feel intimidating to prospects, leading them to delay decisions or seek "simpler" alternatives.
⚖️ Sales Resistance Prospects can't distinguish between genuine financial planning and product pushing, creating immediate resistance.
WHAT YOU'LL MASTER IN THIS WEBINAR
🎯 The IFW Trust-Building Blueprint Learn the exact methodology successful advisors use to establish credibility within minutes of meeting a prospect—before you even mention products.
⚡ Using Nexus to Model Complex Strategies Learn how Nexus will help you showcase your expertise while making complex strategies feel simple and logical to prospects.
🛡️ The Volatility Buffer Advantage See how to position market protection products as essential portfolio components using visual, data-driven presentations that eliminate emotional objections.
🚀 Next-Generation Lead Conversion Get an exclusive preview of breakthrough tools that will revolutionize how you attract and convert prospects in 2025.
Led by Industry Experts:
Erik Sussman:
CEO and Founder of The Institute of Financial Wellness, with 35+ years experience helping financial professionals build trust-based practices. Erik holds CLU®, ChFC®, and CFP® designations and has personally mentored thousands of advisors on prospect psychology and relationship-building strategies that consistently improve conversion rates.
Bryan Lee:
Chief Business Officer at WealthCentral, with 17+ years experience in wealth management and fintech. Bryan has developed planning tools used by top-performing advisors nationwide and specializes in translating complex financial concepts into client-friendly presentations.
Frequently asked questions
Absolutely. The trust-building blueprint specifically addresses this challenge by establishing your credibility and expertise before prospects can form negative judgments.
We'll show you how to reframe annuities and insurance products as essential financial planning tools rather than "products," using data-driven presentations that focus on client outcomes.
It's a proven methodology that helps you establish credibility and trust within the first few minutes of meeting a prospect—before you even mention any products. You'll learn the exact steps successful advisors use to overcome initial skepticism.
Erik is CEO and Founder of The Institute of Financial Wellness with 35+ years of experience and has personally mentored thousands of advisors. Bryan has 17+ years experience in building financial products used by thousands of advisors to make complex financial tools client-friendly