Tune In to Sales!
Take your annuity business to the next level with expert sales strategies and tactics that drive real results! From prospecting and developing client trust to handling objections that help make the sale, Tune In to Sales from Legacy Marketing Group® helps you differentiate yourself from the competition with new business-building content each month. Sales pro hosts and guests share proven tips, strategies, and real-world advice you can use in the field, helping your clients secure guaranteed lifetime income in retirement. Join a community of independent agents with all levels of fixed indexed annuity sales experience, Tune In to Sales provides financial advisors and insurance agents a unique and free learning forum—one that’s focused specifically on increasing sales success while finding positive retirement solutions for clients. Tune in to join our experts and a network of dedicated insurance professionals committed to boosting FIA sales.
Tune In to Sales!
Optimizing Social Security
Listen to the third episode of the Legacy Marketing Group podcast series “Tune In to Sales,” and discover an approach to helping clients optimize their Social Security claiming strategy that can build trust and lead to increased sales!
TUNE IN, AND LEARN HOW TO:
- Ensure you have the Social Security Timing conversation with every client.
- Help married clients consider the costs of claiming early versus delaying one or both of their claims.
- Show clients how Social Security claiming fits into the entire gamut of retirement planning.
HOSTED BY:
John Terry, Sales Director, Legacy Marketing Group
With more than two decades of experience in leadership, team building, communication, and human behavior, John helps Producers better engage with clients and prospects—and create conversations that lead to sales.
SPECIAL GUEST:
Joe Elsasser, CFP President, Covisum®, LLC
Founder of financial tech company Covisum and co-author of “Social Security Essentials: Smart Ways to Help Boost Your Retirement Income,” Joe helps advisors streamline the retirement planning process for their clients. A regular speaker at industry events, Joe is frequently interviewed by trade and national media.