A live masterclass where I'll share the exact virtual selling system that's generated over $30 million in annual annuity production + help you apply it to your business in real time.
I promise, it can be your best sales period.
Especially selling annuities virtually...
For some reason it feels like everyone else is crushing it with virtual appointments – but if you're honest, you're still struggling to close high-premium cases without being face-to-face.
You're not alone.
Most top producers I work with KNOW they should be selling more virtually, but…
Virtual presentations feel awkward and you lose control of the conversation
Prospects seem distracted during online meetings
Close rates plummet compared to in-person appointments
You're missing out on the efficiency that virtual selling promises
And that's exactly what I'm sharing with you in this exclusive masterclass.
01 - One Live Masterclass Session
Get behind the scenes of the exact virtual appointment process that's generating a 95% sit rate and 40% close rate.
We'll walk through:
✔️ The 3-step system for controlling virtual presentations using PowerPoint and screen sharing
✔️ How to present high-value cases virtually without losing personal connection
✔️ Lead qualification strategies: Know which prospects are perfect for virtual vs. face-to-face
✔️ The "expertise positioning" method that makes you the obvious choice remotely
✔️ Real case studies from my $30M+ in virtual production
This is the actual system I've refined over 14 years of virtual selling — compressed into one power-packed session.
02 - The Virtual Appointment Toolkit
Plug-and-play templates and scripts that guide you through every stage of the virtual sales process.
Designed to help you:
✔️ Qualify prospects effectively before the appointment
✔️ Structure presentations that keep prospects engaged
✔️ Handle objections confidently in a virtual environment
✔️ Close with authority even through a screen
These tools alone will save you months of trial and error.
03 - Your Q4 Virtual Sales Action Plan
Map your entire virtual selling strategy so you know exactly how to maximize your remaining Q4 opportunities.
Includes:
✔️ Scripts that help you position virtual meetings as premium service
✔️ Follow-up sequences that convert virtual prospects
✔️ Technology setup guides for seamless presentations
So you can go from "virtual feels awkward" to "this is my competitive advantage."
We know a lot of IMOs hold "training" as recruitment efforts. This is genuinely a training event. At the end, we'll share resources about our elite mentoring program, but our goal is to give you everything you need to succeed in Q4.
I'm The Agent Behind $30+ Million In Virtual Annuity Production
I've been selling annuities virtually for over 14 years — long before most even knew it was possible. I've personally written over $30 million in annuity production annually using these exact methods.
So…why do most agents struggle with virtual selling?
Let me take you back a few years to a conversation with an agent who was about to give up on virtual appointments entirely…
This top producer came to me frustrated. He'd tried virtual appointments for months but couldn't get past the awkwardness.
Prospects seemed distracted.
His close rate had dropped 60%.
He was ready to go back to driving all over his state for face-to-face meetings.
Sound familiar?
That was the moment I realized most agents are trying to replicate in-person meetings virtually — instead of leveraging what makes virtual selling actually superior.
From that day forward, every agent I've trained gets the complete virtual selling system that turns screen time into your biggest competitive advantage.
That's the system I'm teaching you inside this masterclass.
If you've ever felt like virtual selling brings out the worst in your presentation skills or your close rates – just know: you're not alone. And there is a much better way.
Let me show you.
But Jesse...
Totally get it. You're managing existing clients. Following up on leads. Maybe even traveling for appointments.
But here's the truth: If you don't have time to master virtual selling now… you're definitely going to lose time (and money) continuing to drive everywhere for appointments. The inefficiency doesn't come from "not having enough time" – it comes from not having the right system in the first place.
This masterclass is designed to give you time back by handing you the proven process, scripts, and tools that will multiply your appointment capacity.
So you're not:
Driving hours for appointments that could happen virtually
Limiting your market to your geographic area
Missing opportunities because you can't get there in person
Watching tech-savvy competitors steal your prospects
Instead, you'll leave with a system that works immediately—
so you can serve more clients while working smarter.
If you can give me 90 minutes now, I'll help you save weeks of drive time later.
Yes! While the live experience includes Q&A, you'll have access to the complete replay if you can't make it.
Perfect question. The beauty of this system is that it enhances your existing sales skills rather than replacing them. Many of my most successful virtual sellers are experienced agents who thought they'd never adapt to technology.
Great point. We'll cover exactly how to position virtual appointments as a premium, convenient service that busy prospects actually prefer once they experience it.
Not at all. We'll cover the simple tech setup that creates professional virtual presentations using tools you likely already have.
This is the opposite of fluffy theory. You'll get my complete virtual appointment toolkit, including the exact scripts and presentation templates I use with million-dollar cases.
You shouldn't have to drive hours for every appointment, or limit your market to your local area, or watch younger agents outpace you with technology.
You should be serving more clients, closing more cases, and building a practice that works for your lifestyle.
That's not too much to ask. That's the kind of practice this masterclass will help you create.
Let's build the virtual selling system that supports both your production goals and your quality of life.
I'll see you there.
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