The ‘3-Touch’ Conversation: Closing Annuities Without Being an Expert

In this session, we are pulling back the curtain on the exact workflow that helped one agent add $67,000 in commission in just 90 days using the same clients and the same hours. 

What we’ll cover: 

• The 3-Touch Conversation Framework: How to plant the seed, ask the right discovery questions, and present with total confidence. 
• Live Annuities Genius Demo: Watch us automate the "hard parts." See how to generate personalized case designs and client-ready reports in under 60 seconds. 
• Finding the Low-Hanging Fruit: Learn which of your current life or Medicare prospects are sitting on annuity opportunities right now.
• Simple Compliance & Contracting: We handle the back-office heavy lifting—carrier appointments, suitability, and documentation—so you can focus on the relationship. 
• The Reality: You don't need to be a technical genius to provide massive value to your clients. You just need the right process and the right tools to simplify the complex.

Join Us!