Скачать или смотреть How to Cross-Sell Annuities to Your Current Clients (Live AI Webinar)

#AnnuitySales #InsuranceAgentIncome #CrossSellStrategy

Most Medicare and life agents leave MASSIVE money on the table - same clients, same hours, but missing an entire revenue stream.

In this masterclass, we break down exactly how David, a Medicare-only agent for 5 years, used Annuities Genius to close 14 annuity cases in just 90 days - adding $67,000 in commission on TOP of his existing income. No new leads. No cold calls. Just his current book of business.

Here's what you'll learn:
— The "Three-Legged Stool" framework that actually closes annuity sales
— 5 discovery questions that naturally open the door to annuity conversations
— The 3-Touch Conversation method (Seed → Bridge → Present)
— LIVE demo: Watch us build a full case in Annuities Genius from scratch - from first email to presentation script in ~10 minutes
— How to overcome the #1 objection agents have: "I don't know enough about annuities"

Whether you've never sold an annuity or you've been selling for 20 years, this session will help you sell smarter and faster.

🔗 Start your FREE trial of Annuities Genius → https://annuitiesgenius.com/
📞 Questions? Reach out to our team directly.

Chapters:

0:00 — Welcome & Icebreaker
2:18 — The Cross-Sell Opportunity: Why Annuities?
3:21 — The Revenue Math: Medicare vs. Annuities
4:19 — Case Study: David's $67K in 90 Days
6:49 — No Chargebacks: Why Annuities Hit Different
8:17 — The "Three-Legged Stool" Framework
10:42 — Behavior Change, Not Title Change
12:55 — Where to Find Your First Annuity Client
14:45 — The 3-Touch Conversation Method
16:25 — 5 Discovery Questions That Open Doors
18:26 — LIVE DEMO: Building a Case in Annuities Genius
22:41 — AI Drafts the Outreach Email (Live)
25:09 — Client Responds — Now What?
26:47 — Product Recommendations & Sales Enablement
28:44 — AI Prepares Your Presentation Script
31:04 — Objection Handling & Comparison Tools
33:38 — Power User Prompts & Pro Tips
38:06 — Your First 48 Hours: Action Plan
39:09 — Zero-to-Hero Playbook Walkthrough
41:50 — Exclusive Offer & Free Trial
42:47 — Live Q&A