MasterClass #13: Tax Strategies, IUL Design & Retirement Risk Protection
An in-depth masterclass exploring tax planning, IUL design mechanics, market risk, and client strategies that balance growth, protection, and confiden…
Master Class Category: Master Class
MasterClass #12: Tools, Software Access & Strategic Marketing Systems
An insightful masterclass walking through key back-office tools, new software capabilities, and marketing systems designed to streamline operations an…
MasterClass #11: College Funding Strategies & Creative Client Approaches
An in-depth masterclass on college planning strategies, creative funding approaches, and positioning conversations to protect retirement goals while c…
MasterClass #10: Mastering Confident Client Framing & Trust-Building
A dynamic masterclass equipping you with proven techniques for client framing, effective questioning, and trust-building to revolutionize your meeting…
MasterClass #9: Building Trust & Clarity Through Framing Techniques
A hands-on training focused on guiding hesitant clients, using clear framing, asking better questions, and reinforcing value during critical decision-…
MasterClass #8: Effective Case Positioning & Prospect Commitment Coaching
A practical session covering language to spark client buy-in, guide prospects through objections, and confidently position solutions across all types …
MasterClass #7: Strategic Value Ladder Positioning & Confident Sales Conversations
A tactical training on how to position annuities, frame value ladders, and walk clients through their options with clarity, intention, and confidence.…
MasterClass #6: Confident Client Close & Strategic Commitment Coaching
A strategic walkthrough of closing language, emotional drivers behind client decisions, setting expectations, and using financial tools to reinforce t…
MasterClass #5: Client Presentation Walkthrough & Sales Language Coaching
A focused session on delivering the client PowerPoint with confidence, asking high-impact questions, and handling objections around annuities, risk, a…
MasterClass #4: TruChoice Advanced Retirement Planning Calculators
We expore FIA features, annual reset, sequence risk, income calculators and inflation strategies, demonstrating tools for guaranteed retirement income…