Webinar for Financial Professionals
How to Close Your Proposed Annuity Using the Circle of Wealth®
Join us for an insightful webinar designed to empower financial professionals with the skills and strategies needed to effectively close proposed annuities. In this session, we will explore the innovative Circle of Wealth® tools that can streamline your sales process and enhance your client interactions. Whether you're new to selling annuities or looking to refine your approach, this webinar will provide you with actionable strategies to increase your closing rates and deliver greater value to your clients with the Circle of Wealth® tools.
Learn how to confidently demonstrate financial concepts so your clients “get it” and want to move forward with your recommendations.
Tools to Differentiate You
In this webinar, Starr will explain how the Circle of Wealth®'s client process and presentation software, when utilized together, generate higher premiums and implement strategies that serve the client's interests.
- Script and process to get the "first appointment"
- The four important questions (and how you answer them)
- How to identify wealth transfers to free up cash-flow
- Properly explaining the benefits of access to capital
- Moving from "needs-based selling" to "wants-based advising"
- Opening up more opportunities with every client
Your Host
Starr Barnum
Executive Coach & Master Mentor
Starr works primarily with families and business owners. He uses a unique approach in that he helps people find money that they're currently transferring away unknowingly and unnecessarily.
