From Zero to Annuity Hero: Why Agents Should Attend This Webinar
There’s a common trap I see in the field: agents assume they must “become an annuity expert” before they can even bring the topic up. And that mindset quietly delays opportunity—especially when you already have clients who need retirement income conversations, but no one is initiating them.
That’s why I’m excited to share this upcoming webinar from our partner Annuities Genius. It’s designed for real-world agents—especially those coming from Medicare, Final Expense, Term Life, and IUL—who want a practical way to introduce annuities without turning their process upside down or sounding pushy.
6 Key Takeaways: What You’ll Learn (and Use Immediately)
- Stop waiting to “feel ready.” Start selling without becoming a product expert.
You’ll learn why memorizing products is the wrong starting point—and how to have confident annuity conversations using a tool that does the heavy lifting. You’ll also see the exact system one Medicare agent used to close 14 cases in 90 days (without months of training). - See the exact 60-second workflow that turns discovery into $5,000 commissions.
You’ll watch a live demonstration of GrantAI generating personalized annuity recommendations, client-ready reports, and compliance documentation in real time—showing the actual interface, inputs, and outputs. - Identify 3–5 annuity-ready clients already in your book.
You’ll learn the specific client profiles “hiding” in your existing base—and walk away knowing exactly who to call first and what questions to ask. - Get the complete conversation framework—from seed to close.
You’ll master a practical 3-touch approach: a 30-second seed question, five discovery questions that uncover real need, and a presentation structure that lets the tool do the talking. - Walk away with the “Zero to Hero Playbook” (live attendees only).
Live attendees get talk tracks, email templates, objection handlers, segmentation worksheets, and a 48-hour action plan—a ready-to-implement toolkit. - Turn the same clients and same hours into 10x commissions—without burning bridges.
You’ll see why you don’t need more leads or longer hours—you need different conversations with clients you already serve, in a way that feels natural and respectful.
This session is built around tools, talk tracks, and a repeatable workflow (not theory). If you’re serious about doing more with the book you already have—and doing it with integrity—this is worth your time.
Save Your Spot
Webinar: From Zero to Annuity Hero: Turn $500 Policies Into $5,000 Commissions
Feb 18, 2026 at 11 am PST
Register here.
As always, outcomes depend on your book and execution—but the process you’ll learn is designed to be simple, repeatable, and immediately actionable.