Unlocking Retirement Revenue: Annuity Cross-Selling Essentials
Are you leaving money on the table?
Many clients approaching retirement have significant assets—and questions about how to make them last. If you’re not asking the right questions, another advisor will.
This exclusive training is designed for both experienced agents and those not yet offering annuities, with a focus on how to start the conversation, uncover client needs, and refer effectively.
We'll cover:
- Simple ways to spot annuity opportunities in everyday conversations
- How to position yourself as a retirement-ready resource
- The power of asking—why the right question unlocks long-term revenue
- Referral strategies for non-producing annuity agents
Whether you’re ready to dive into annuities or want to refer and earn, this session is your launchpad.
