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Posts Tagged ‘Objection handling’

How to Explain an Annuity to Clients

If you’ve ever sold an annuity, undoubtedly you’ve had to try and figure out how to explain the annuity to your client. Agents often overcomplicate this process and try to utilize financial and insurance jargon to make themselves be perceived as an expert, but the reality is that doing that often just prevents the client…

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The Importance of Focus

There’s a common mindset in the insurance industry that agents need to work in as many different forms of business as they can (i.e. doing life insurance, medicare, final expense, annuities, long-term care, retirement planning, assets under management….the list goes on) to generate revenue from as many different places as possible. This mindset is not…

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“Annuities are Complicated”

One of the most common questions I get is “how do you explain an annuity to a client that knows nothing about annuities”. There’s a book that I wrote called Stress and Rocking Chairs, The 2 Common Killers of People Over 60. The whole purpose of this book was to explain in clear English, not…

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