Annuity Fundamentals | From Health to Wealth

On this episode with Stacy Sutter, owner of Summit VA Solutions, we break down the defining characteristics and arduous background training behind the most successful virtual assistants in the insurance industry. To get started with Summit VA Solutions, visit https://www.summitvasolutions.com/ --------------------------------- Ready to level up your Annuity sales language? View available classes a...

On this episode with Aegis CEO, Carl Muehlemeyer, we explore Long Term Care options for the biggest wealth transfer taking place in the history of mankind - and how Medicare agents will benefit most. To get started with Aegis Financial, visit annuityfundamentals.com and book an exploratory call. --------------------------------- Ready to level up your Annuity sales language? View available classes...

On this episode with Eric "Mr 7" Howard, we discuss the tried, true, and proven method that moves insurance agents from thousands in debt, to millions in wealth. To contact Eric Howard, visit https://eric7steps.com/ --------------------------------- Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.com CRM Discount - Save 40% off with this Lea...

On this episode with Andrew Saska from Reminder Media, we discuss a revolutionary method for maintaining a relationship with your clients and getting referrals on an ongoing basis. To contact Reminder Media, visit https://remindermedia.com/ and review this presentation provided to you for free: http://presentation.remindermedia.com/presentations/andrew-saksa-financial-webinar-digital/ ------------...

Agents are jumping into seminar marketing, but why? Tune into this episode with Chris Weir from Lead Concepts to hear what's turning up the heat behind this method of prospecting. Interested in working with Chris? Contact him by texting (817) 706-7914. ------------------------------ Annuity Fundamentals Want to learn more about Annuity Fundamentals and our training programs? Visit annuityfundament...

Two of the leading Annuity training and mentoring platforms break down some of the most critical aspects necessary for selling these financial products. Meet Garrett Burrow from Annuity Producers, and Ryan Anderson and Kylee Mollotte from Annuity Fundamentals, leading industry experts who's role is to train and mentor insurance agents and financial advisors. Tune into this episode to hear the crit...

What does IMO stand for? Insurance Marketing Organization, right? Then why aren't most IMO's heavily involved in helping agents market themselves and their solutions? In this episode with Sam Shaheen, Director of Marketing Communications at Aegis Financial, we explore the various types of marketing an IMO should be providing their agents. ------------------------------ Want to learn more about Aeg...

On this episode with guest Jon Braddock from My Life & Wishes, we discuss how agents can easily add more peace of mind for their clients in the event of death or incapacitation. Where can clients safely store policies, passwords, contact information, bank and retirement accounts, and more? Learn secure systems available to you at https://www.mylifeandwishes.com/ Read Jon's book "Click Here Whe...

On this episode with guest Doug McDermott, we discuss how agents can increase their income significantly by applying these simple fundamentals. ------------------------------ Ready to level up your Annuity sales language? Book a call with us at annuityfundamentals.com CRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo ---------------------------------- Annuity Fun...

On this episode with guest Scott Kasprzyk, we discuss how agents level up their game when they run dinner workshops. These strategies will help you book more appointments and see more clients. Visit Leading Response: https://leadingresponse.com/ ------------------------------ Ready to level up your Annuity sales language? Book a call with us at annuityfundamentals.com CRM Discount - Save 40% off w...

On this episode with guest Stephanie Maloney, we discuss how agents can tap into the greatest wealth transfer is history through Wills and Estate Planning. ------------------------------ Ready to level up your Annuity sales language? Book a call with us at annuityfundamentals.com CRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo ----------------------------------...

On this episode, we discuss the 3 main reasons why insurance agents don't survive past 6 months in the industry. ------------------------------ Ready to level up your Annuity sales language? Book a call with us at annuityfundamentals.com CRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo ---------------------------------- Annuity Fundamentals provides training cou...

On this episode with Mike Maloney, we discuss how to BEST present estate planning and trusts to your clients in appointments. Get in touch with Mike and team at: https://premieraz.net/connect ------------------------------ Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.com CRM Discount - Save 40% off with this LeadShop promo: https://www.le...

On this episode with Jonathan Carroll, we discuss how to position yourself as a holistic insurance agent going into Medicare AEP. Learn more about Legacy Insurance & Financial Services at https://becauseweprotect.com/ ------------------------------ Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.com CRM Discount - Save 40% off with this...

On this episode with John Carter, we discuss how to sell large life insurance cases without the hassle of case management. Learn more about the Flexmethod and how to maximize passive income, protection, and legacy benefits: https://theflexmethod.com/ Contact John Carter at (208) 593-2617 or johnc@uslifepro.com --------------------------------- Join us in Boise on Friday, October 11th for an all-da...

On this episode with Michael Beam, we discuss what could be perhaps the biggest shakeup in the Medicare and Health Insurance industry - a change most Medicare Agents aren't ready for. --------------------------------- Join us in Boise on Friday, October 11th for an all-day training event to kickoff Medicare AEP with expert Annuity producer Doug McDermott and his secrets to adding Annuities to your...

On this episode with Nassau Chief Product Officer, Jan Buchsbaum, we discuss the products and strategies to guarantee your clients a safe retirement. RECOMMENDED BOOKS Robert Kiyosaki - CASHFLOW Quadrant: https://amzn.to/3BlpFyl Michael Gerber - The E-Myth Revisited: https://amzn.to/3BdmJUJ Want to work with Nassau? Jump on a call with us by visiting annuityfundamentals.com and we'll get you conne...

On this episode with expert business consultant and agency owner, Rich Cavaness, we discuss the most necessary mindset to scale to a 8-Figure business. RECOMMENDED BOOKS Robert Kiyosaki - CASHFLOW Quadrant: https://amzn.to/3BlpFyl Michael Gerber - The E-Myth Revisited: https://amzn.to/3BdmJUJ --- --- --- --- Contact Rich at (888) 752-4467 or (214) 924-5693 Check out and visit Cavaness Insurance Ag...

On this episode with top Annuity producer, Brendon Johansen, we reveal how to present Annuities to clients on the phone, and in a face-to-face appointment. Join us in Boise on Friday, October 11th for an all-day training event to kickoff Medicare AEP with expert Annuity producer Doug McDermott and his secrets to adding Annuities to your business. Register now HERE: https://www.annuityfundamentals....

On this episode with Roy Snarr, we dissect the specifics of successful workshop marketing events for Annuity and Medicare clients. Check out Roy Snarr's annuityproducers.com for programs, leads, and training information. Ready to level up your Annuity sales language? View available classes and courses on annuityfundamentals.com CRM Discount - Save 40% off with this LeadShop promo: https://www....

On this episode with Jeff Woodard, we look into the top methods of a multi-sourced lead pipeline for Annuity opportunities. Message Jeff Woodard: https://www.linkedin.com/in/jeffwoodard/ Check out available classes and courses on annuityfundamentals.com CRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo ---------------------------------- Annuity Fundamentals provi...

On this episode with Scott Groskreutz, we review and learn from mistakes made in the early years of getting into the Medicare and Annuity business. Check out available classes and courses on annuityfundamentals.com CRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo ---------------------------------- 💬 Join the Discussion: Join our Facebook group, a community of d...

On this episode with Scott Groskreutz, we roll out the three pillars and what it takes to build a case design for your clients. Check out available classes and courses on annuityfundamentals.com CRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo ---------------------------------- 💬 Join the Discussion: Join our Facebook group, a community of developing and high-p...

On this episode with Roy Snarr, we breakdown how to seamlessly start cross-selling your existing book of business. Visit https://www.annuityproducers.com/ to sign up for the upcoming conference in Houston, TX. Contact Roy Snarr: info@RoySnarr.com ---------------------------------- Annuity Fundamentals provides training courses, lives classes, and a customized approach to teaching life and health i...

On this episode with IMO leader, Steve DeJohn, we reveal what you should be looking for in an Annuity IMO partner. Contact Steve DeJohn at info@teamaiusa.com Check out available classes and courses on https://aiusatraining.com/ CRM Discount - Save 40% off with this LeadShop promo: https://www.leadshop.org/promo ---------------------------------- 💬 Join the Discussion: Join our Facebook group, a c...