Download your exclusive report that reveals:

Appointment Secrets that Closed 250M in Life and Annuity Business

In this free report, one of the industry's most successful insurance and financial services professionals reveals some of his closest held secrets.


YES, I Want to Grow My Life And Annuity Business

In this report you will learn:

It's time to get ahead of your competitors and fellow sales professionals by employing some of the surprising tactics mentioned in this report.

  • How to effectively prepare for any meeting
  • How to balance control, keep the pace, and how to overcome a negative attitude
  • The proper conditions and duration of a first appointment
  • How to ask probing questions without offending anyone
  • What to put on the agenda (and what to never include)
  • How to model your presentations after the best CFPs
  • When to encourage lots of questions and when and how to cut off digressions

For Agent Use Only