エピソード

  • 07-03-2025 - Product Calls - Mastering In-Home Appointments with Michelle Jones

    07-03-2025 - Product Calls - Mastering In-Home Appointments with Michelle Jones
    2025/07/03
    In this detailed session, Michelle Jones from Tampa, Florida, shares her experiences and insights on the in-home sales process. Michelle covers the five key components of a successful in-home sales visit: connection, green sheet, why, edify, and budget. Drawing from her own journey and practical tips, she emphasizes the importance of building genuine connections, understanding client needs, and handling objections effectively. Michelle offers step-by-step guidance on engaging with clients, collecting essential information, and presenting options that resonate. She also highlights the value of continuous learning and the art of leveraging personal and client stories to build trust. Whether you're new to sales or looking to rejuvenate your approach, this video provides actionable advice to help you move forward and achieve success in the in-home sales domain.
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    58 分
  • 05-29-2025 - Product Call - F&G IUL Illustrations Explained with Gina Hawks

    05-29-2025 - Product Call - F&G IUL Illustrations Explained with Gina Hawks
    2025/05/30
    Gina Hawks is hosting this week’s product call and going over how to do F&G IUL illustrations. She’ll walk you through step-by-step how to run effective illustrations, answer common questions, and help you better understand how to position this product with your clients!
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    56 分
  • How to Sell Annuities with Eric Bellaire

    How to Sell Annuities with Eric Bellaire
    2025/05/22
    Eric Bellaire is hosting today’s Product Call and diving into one of the most powerful tools in your financial toolbox: annuities. He’ll show you how to position them, how to explain them clearly to clients, and how to make them a bigger part of your business. If you’ve been leaving annuity money on the table, this call will help fix that.
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    1 時間 1 分
  • Mastering the Annexus Nationwide Annuity with Chris Norris

    Mastering the Annexus Nationwide Annuity with Chris Norris
    2025/04/17
    This week’s product call will be hosted by Chris Norris & Austin Imhof from Annexus. They’ll be covering the details of the Annexus Nationwide annuity & how this product can help your clients. Don’t miss this chance to learn firsthand how to position this powerful tool in your sales conversations.
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    1 時間 2 分
  • Mastering the Annexus Nationwide Annuity with Chris Norris

    Mastering the Annexus Nationwide Annuity with Chris Norris
    2025/04/10
    This week·s product call will be hosted by Chris Norris & Austin Imhof from Annexus. They·ll be covering the details of the Annexus Nationwide annuity & how this product can help your clients. Don·t miss this chance to learn firsthand how to position this powerful tool in your sales conversations.
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    1 時間 1 分