Annuity Phone Sales Script that Works - Sales Training - Free

Jul 24, 2018

  1. MosesNewmanNAAIP
    Offline

    MosesNewmanNAAIP Super Genius

    Posts:
    225
    Likes Received:
    1
    State:
    Connecticut
    Annuity Phone Sales Script - This script will work - Dozens of agents are making a sale a day using this phone sales script. Sales training on this script is Monday thru Friday at Noon ET. Dial-in 888-532-9320.

    We teach agents how to sell annuities!
     
  2. Justin Bilyj
    Offline

    Justin Bilyj Guru

    Posts:
    4,981
    Likes Received:
    101
    State:
    Ohio
    Telling agents to tell consumers that an annuity is a 401k or IRA is going to get their licensed revoked. I challenge this guy to throw up some recordings of this script working - because I doubt it would...
     
  3. DHK
    Offline

    DHK "YOU CAN'T HANDLE THE TRUTH!"

    Posts:
    7,590
    Likes Received:
    1,345
    State:
    California
    WRONG! WRONG! WRONG! WRONG! WRONG!

    Look, you don't have to be giving "tax advice"... but you ARE responsible to know the tax consequences and structure of the products you are selling. It's tax advice incidental to the product you sell.

    You may not get your licensed revoked, but you can be sued for such an EASY area that every agent selling annuities should know.

    You really should go back to step 1 and "know the annuity business".
     
    DHK, Jul 24, 2018
    #3
  4. jboussea
    Offline

    jboussea Guru

    Posts:
    569
    Likes Received:
    42
    missed the original post
     
    jboussea, Jul 24, 2018
    #4
  5. DHK
    Offline

    DHK "YOU CAN'T HANDLE THE TRUTH!"

    Posts:
    7,590
    Likes Received:
    1,345
    State:
    California
    If you sign out, you'll be able to see it and click the link.
     
    DHK, Jul 24, 2018
    #5
  6. MosesNewmanNAAIP
    Offline

    MosesNewmanNAAIP Super Genius

    Posts:
    225
    Likes Received:
    1
    State:
    Connecticut
    • Step #2 - Bullet Points Above Are Your Sales Pitch:
    • Let your brain work and explain the above annuity information in a concise, professional and upbeat manner.
    • Figure out a jingle such as "More interest, more liquidity and less taxes"
    • Another jingle could be "An annuity is like an IRA in which you can put unlimited amounts of cash!"
    The above should not be taken literally... hence, "Another jingle could be ...."
    But you have to admit, the sales script is pretty darn good. Thank you...

    Click here for the sales Script

     
    Last edited: Oct 5, 2018
  7. MosesNewmanNAAIP
    Offline

    MosesNewmanNAAIP Super Genius

    Posts:
    225
    Likes Received:
    1
    State:
    Connecticut
    • Annuity Phone Selling Script for Setting One Call Appointments or Two Call Closes
      (Your script will be in Red letters, Client's will be Blue with italics and quotes - special notes to you are in green and in parentheses)
      This is quality phone script to telephone Annuity prospects. You prospect will be above average income between 45 and 59 years old for a deferred annuity or above 59 years old for lifetime income that an annuity provides.

      Hello, Mr./Mrs. __________, My name is ______________ of the Senior Alliance of (your state) in Boca Raton. (an upper income city). (example - Hello Mr. Jones, My name is David Gordon of the Senior Alliance of Florida in Boca Raton)

      (The intro is to be said rapidly - don't stop talking - a brief moment of silence causes the annuity prospect to interject - If the prospect stops and thinks then he will wonder why he is allowing you to waste his time - meanwhile - the annuity prospect is somewhat thinking you are a charity - being somewhat nice - not yelling and hanging up on you.)

      (Annuity prospects at age 50 are upper income people who are successful in their careers. They are used to being the boss. You have to sound equally as impressive.

      (Note: You are cold calling for annuities. Very few insurance agents even attempt to succeed in this endeavor. Most cold calling is done for a "commodity", for a specific item that the prospect needs, such as health insurance, Medicare, final expense, etc.

      The annuity salesperson has to think of the annuity as a "commodity." Money is a "commodity." Money that sits in the bank or stock market should be with the annuity company. You will succeed and this will be your ticket to high income for the rest of your life.

      A prospect with actual savings may have a business with multiple employees and/or will need "an expert" for other aspects of his life. Once you gain the client, you will be "the expert for investments, life insurance, Medicare, health, etc.)

      Here is the reason for my phone call:
      Annuities from an insurance Company works in a similar manner as the local bank. You deposit money, and the value increases over time. The Senior Alliance are experts in knowing the exact rate of interest being offered by local and national banks compared to the rates being offered by Florida licensed insurance companies. Mr. Jones, You do have savings in the bank? Right?
      "Right"
      (This is still the beginning of the annuity pitch - the prospect should say almost nothing or he will think and then slam the phone)
      (This is the first invitation that the prospect has to speak - His response should be should be "Right"- Anything more that "Right" - will cause the prospect to think and then slam the phone.)
      Mr. Jones, let me tell you what exactly my office does. We work over 30 Annuity insurers in Florida and we really know the industry. Annuities such as New York Life, MetLife, Prudential and others have in-house salespeople that only can sell their one company. My office works with those companies as independant brokers and for another 27 insurance companies.

      You may already know that Banks offer CDS while Insurers offer Annuities. Both have its own niche.

      To cut to chase, I am here to help you. I can show you a printout of the up-to-date interest rates of every bank within a 30 mile radius and the 30 leading annuity insurers in the State of Florida.

      When it comes to Annuities and CDS, I am an actual expert. Over the years, I have presented this information to thousands of people.

      This information has cumulatively, caused millions of dollars to flow into accounts of people just like you.

      Better in your account and not in the account of some huge financial conglomerate.

      At no cost or obligation, I will fax, email, sms or send by US mail a list of this very valuable information that will cause you earn more money.

      Most likely you will want to deposit money in the institution that pays you more.

      The benefits over the years by investing in the best rate versus the worst one is subsantial, over the years - it ends up being a lot of money.

      Mr. Jones, considering that "Money is Money". You should have more! You surely would prefer to get a higher interest rate on your money. To have more money. I am assuming that you do agree with me. Is that right, Mr. Jones?


      "Yes, It is."
      (Let the prospect talk - after your lengthy explanation, the annuity prospect will consider you a valuable resource - Small talk is good - be his friend.

      (Let the prospect speak - Your job is to deliver that valuable list of Annuities and Banks interest rates - via email, fax, sms or snail mail - send by all methods!. )

      (An annuity sales person that sounds good on the phone will rarely get phone slammed - You must be naturally gifted and/or be hard-working in order to have that "anchorman" sounding sales pitch.)

      Mr. Jones, I sincerely want you to make a good decision as to which CD or Annuity to purchase.
      1. I can sms, fax, email and US mail you this information.
      2. According to my data your address is 987 Palm Avenue, Fort Lauderdale, Florida 33027 - That is correct, Right?
      3. And what is your email?
      4. Does this phone accept sms, if not what phone should I text to?
      5. In years past, I sent out a ton of faxes, Nowadays less. It is my sincere belief that the information that you will receive from me will literally make your life better. It is that important.
      6. I do appreciate that fact that you are hearing me out. I really want you to make a good decision!

        (It would be extremely rare to make a a one call sale on a cold phone call for an Annuity. Two calls over the phone close is very likely if you come accross as professional, knowledgable and friendly. The likelihood of success is greater if you are phone selling within a 45 minute ride from your home. You will be able to pick up a check and say "hello", if that is what is needed to close the deal.

        Keep in mind that Annuity clients are the richest subgroup in America - These older, richer savers are practically the only Americans with money in the bank. Sell an annuity will be your ticket to an upper income lifestyle!

        It is hard have a scripted phone script beyond this point - There may or may not be an objection to giving over his email address. Talk about CDs vs Annuities - either fixed or Indexed Annuities. Come accross as an annuity expert and don't be afraid plead your case.

        Be humurous. The reason that you are trying so hard is that you genuinely care for Mr. Jones and want him to prosper. Mr. Jones should have full knowledge of Annuities vs CDs to be able to live out a prosperous life.

        Talk like a real person who wants to help others. Your job is to help people get the most suitable and best deal for their savings. You have very valuable annuity vs cd information. You can send it to the prospect via email, US mail, sms, etc. You want to follow up to fully explain, answer questions and get Mr. Jones the annuity.

        Assume the Annuity Sale. If you made it to this point where Mr. Jones gave you his email, sms and confirmed his home address. Congradulations, You made an annuity sale!. Discuss with Mr. Jones that she will be your client for Best Interest Rates on Annuity and CDs and he will be grateful to you of getting him such good value, etc.

        At this point, discuss with Mr. Jones the best method in which to give over this super valuable annuity vs CD information and how it will be followed up.
      7. Does Mr. Jones prefer you to visit his house?

        • Does Mr. Jones prefer that the two of you speak on the phone on Tuesday or Wednesday?

        • Does Mr. Jones want you to show him exact numbers on a MYGA - Multi year guaranteed Annuity - where you can get him a higher interest rate than the bank CD while having more liquidity?

        • Or does Mr. Jones want you to show him exact numbers on a lifetime annuity - Lifetime steady income based on giving a lump sum of money to an insurance company.

        • This Annuity sales pitch is a great way for you to make regular sales and as a door opener for you to be an industry best financial product selling superstar!
      8. The following are some techniques to make the appointment at Mr. Jones' home
      Mr. Jones, Based on my experience and knowledge in the CD vs Annuity business I actually know the product that you will end up taking..... Let's cut to the chase - Let's sit down and allow me to present to you the information in person.
      In fact, I am in your area of Fort Lauderdale all of next week - Would Tuesday be good or would Wednesday be better. "Tuesday" Great - Is the afternoon good for you or is it better in the morning? "Morning"
      Excellent - Before we finish this phone call - Let me give you my, name, office & cell phone, website and email - You have a pen and paper? (Wait for Mr. Jones to jot it down)
      My name is David Gordon - My cell phone is 954-555-4321 - my email is [email protected] - my personal website is gordonagency.com and office is 3456 Maple Street, Boca Raton, FL 33433. Even though our office is in Boca Raton, my work is mainly in Fort Lauderdale.
      (if Mr. Jones asks who is senior alliance - say it is associated with gordonagency.com)
      Mr. Jones, I will send you an email confirmation. I will confirm - Your email is? or What is your email? and what is your cell phone?
      Excellent, We will meet at 9 am Next Tuesdayon May 22nd. Mr. Jones, I appreciate you giving me the opportunity to be of assistance to you for your CD vs Annuity needs.
      (if the meeting is days away send a US mail letter to Mr. Jones introducing. An email, sms - Make Mr. Jones feel that she has a real connection to you! .. - You just made a one phone call appointment and you are on your way to being upper middle class! Lot better than computer programming school. You will quickly close the deal on the fixed or indexed annuity and then:
    Talk about the tax benefits of life insurance.Talk about how a life insurance policy would be the "Final Loving Act." Show them the video that we can embed on your website.

    Click to Agent Website and scroll down for video.
    Talk about how banks in Boca Raton are so fancy, and have great service. In other neighborhoods people wait in line an hour to cash a check!Boca Raton banks pay 1% on a CD - even if you lock up the money for 5 years.An insurance company such as Oxford Life - Gives clients between 3 and 4% while offering more liquidity - This is your real expertise.The initial calls are to present yourself as a pro and have the prospect like you.

    Annuities sold 100% by phone you must send U.S. Mail, email, sms, etc and then follow up with a phone appointment to get the app - 100% Annuity telephone sale - best for the prospect to be close to your home so you can always meet face-to-face to pick up the application.)
     
  8. MosesNewmanNAAIP
    Offline

    MosesNewmanNAAIP Super Genius

    Posts:
    225
    Likes Received:
    1
    State:
    Connecticut
    On the various annuity quoters, Oxford Life has best MYGARates for 4, 6 and 8 year annuities. N.A.A.I.P. gives agents recruiter level contracting for Oxford.
     
Loading...