Starts Friday, April 18th at 9am CST

Unlock Proven Strategies to

Boost Your Annuity Sales in Any Market

ANNUITY SALES MASTERY SUMMIT

Join top industry experts for a power-packed virtual summit designed exclusively for annuity sales professionals. Discover actionable insights and ready-to-use frameworks to confidently navigate current market conditions, calm client fears, and close more deals consistently.

Summit Date: Friday, April 18th, 2025 9AM-1PM CT
Location: Online (join from anywhere!)

WHY ATTEND?

In these challenging times, staying ahead requires continuous learning and adaptation. This summit offers you the opportunity to:

  • Enhance Your Skills
    Gain knowledge and techniques that are immediately applicable to your practice.

  • Expand Your Network
    Connect with fellow professionals facing similar challenges.

  • Increase Your Sales
    Implement strategies designed to boost your performance and income.

EVENT AGENDA

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Navigating Market Volatility

Caleb North

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Strategic Lead Generation
& Marketing Mastery

Jesse Black

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Mastering the Sales Call
& Fact-Finding

Chad Owen

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Efficient Case Design

Caleb North

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Closing & Handling Objections with Ease

Chad Owen

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Interactive Q&A Session

"Stump the Chump" – with real-time answers and solutions to your toughest annuity sales challenges!

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When:

Friday, April 18th, 2025 at 9am CT

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Where:

Online (Join from anywhere!)

Spots Are Limited - Reserve Your Seat Now!

SECURE YOUR SPOT TODAY AND TAKE YOUR
ANNUITY SALES TO THE NEXT LEVEL!

Session 1

Navigating Market Volatility

  • Understanding Current Market Conditions: Analyze how recent economic events impact consumer behavior and annuity sales.

  • Addressing Client Concerns: Learn strategies to reassure clients and position annuities as a stable investment option.

Session 2

Strategic Lead Generation

  • Diversified Lead Strategies: Explore various lead generation methods suitable for uncertain markets.

  • Qualifying and Prioritizing Leads: Techniques to identify and focus on prospects most likely to convert.

Session 3

Building a Resilient Brand

  • Establishing Trust: Strategies to build a brand that clients trust during uncertain times.

  • Leveraging Social Proof: Utilize testimonials and case studies to reinforce credibility.

  • Self-Generating Leads: Implement advertising strategies that attract leads organically.

Session 4

Mastering Client Communications

  • Effective Phone Techniques: Best practices for engaging leads over the phone.

  • Conducting Mini Fact-Finders: Gather essential information to tailor your approach.

  • Scheduling Appointments: Strategies to secure meetings with potential clients.

Session 5

In-Depth Fact-Finding

  • Comprehensive Client Assessments: Techniques for conducting thorough fact-finding sessions to understand client needs deeply.

Session 6

Designing Optimal Solutions

  • Selecting Appropriate Carriers: Criteria for choosing the best carriers for your clients.


  • Product Selection: Aligning annuity products with client goals.


  • Utilizing Pre-Packaged Templates: Streamline your process with ready-to-use resources.

Session 7

Conducting Effective Appointments

  • Document Preparation: Ensure all necessary documents are ready for client meetings.

  • Presentation Skills: Deliver compelling presentations in both face-to-face and virtual settings.


  • Illustration Techniques: Use visual aids to explain complex concepts clearly.

Session 8

Overcoming Objections
& Closing Deals

  • Handling Objections: Techniques to address and overcome common client objections.


  • Closing Strategies: Proven methods to finalize sales confidently.


  • Interactive Q&A – "Stump the Chump": Engage in a live session where tough questions are addressed in real-time.

Don't miss out

ATTEND THE SUMMIT ON APRIL 18TH

Spaces are limited to ensure a quality experience for all attendees.
Secure your spot today and take the first step towards transforming your annuity sales approach.

One-Day Virtual Summit

  • Attendance to all 8 Live Sessions

  • Recordings of the Sessions

  • Downloadable Templates and Handouts

  • Live Q&A

Total value: $297

Today Just $97

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"The training helped me build a solid foundation for my career serving clients through safe money planning."

Being able to learn from one of the top producers in the industry and bounce case design ideas off of one of the best case designers in the industry were critical to shortening my learning curve. - Ryan S.

The Summit is included in Annuity Architects

Join Annuity Architects

  • Online Summit, Plus:

  • Weekly Mentor Training

  • Annuity Architects Online Curriculum

  • Annuity Resource Vault

  • Private Member Community

Total value: $297

Today Just $197

Monthly Subscription | Cancel Anytime

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"It truly is the total package for training agents."

I have been in financial services for three years beginning in corporate finance. I transitioned to safe money strategies two years ago. Within that timeframe, I sought out different lead systems and mentorships, but they were never the right fit for me. Having recently joined, I have grown immensely as an agent. In one short week, I have covered roughly 25% of the material and have already had two one-sit/one-close appointments with the total premium equalling $713,000 by implementing the Mindset Training, the Phone Script Training, the Appointment Process Training as well as utilizing the Leave Behind Kit. - Joe Z.