Weekly Sales Training Calls
Below, we present and discuss elements of the sales process and effective sales strategies.
If you have questions about implementing any of the Revenue Sourcing strategies in your business, please contact your Revenue Sourcing Concierge at 866-921-3622.
October 29, 2024 – Revenue Sourcing – Implementation Mtg One – Managed Risk
- Selling the Annuity as Managed Risk – Review
October 22, 2024 – Revenue Sourcing – Sales Strategies the Work
- Would you like me to show you how to pay the taxes on your IRA at no cost to you?
October 15, 2024 – Revenue Sourcing – Contract Delivery and Add-on Life Insurance
- Tax-Free Life Insurance Sales Strategies
October 8, 2024 – Revenue Sourcing – Implementation Mtg One – Managed Risk
- Selling the Annuity as Managed Risk
October 1, 2024 – Revenue Sourcing – Mtg Four – Plan Delivery
(Note: Dennis is using the PPT from earlier in the year.)
- Delivering the Plan – Preparing for Implementation
September 24, 2024 – Revenue Sourcing – Mtg Three – Allocation Options
(Note: This is a replay from earlier in the year.)
- Managed Risk – A Laddered Portfolio of Corporate Bonds
September 17, 2024 – Revenue Sourcing – Mtg Two – Modeling Income, Allocation, and Tax Planning
- Presenting the Solutions to Income, Allocation, and Tax Planning
September 10, 2024 – Revenue Sourcing – Selling the Plan
- Orientation Questionaire – It’s Where the Sale is Made
September 3, 2024 – Revenue Sourcing – Selling the Plan
- Example of a Plan Sold Remotely
August 27, 2024 – Revenue Sourcing – Asset Protection Planning
- Today, We Review a Sales Strategy that Advisors are Having Success With
August 20, 2024 – Revenue Sourcing – Live Case Review
- Today, We Review Another Case from the Field (Replay)
August 13, 2024 – Revenue Sourcing – Live Case Review
- Today, We Review Another Case from the Field
August 6, 2024 – Revenue Sourcing – Live Case Review
- Today, We Review Another Case from the Field
July 30, 2024 – Revenue Sourcing – Implementation Meeting Two
- Inflation Bucket Funding
July 23, 2024 – Revenue Sourcing – Implementation Meeting One
- Managed Risk
- How to Sell the Annuity by Descibing What It Does, Not What It Is
July 16, 2024 – Revenue Sourcing – Planning Meeting Four
- Plan Delivery
- Using the “What Dennis is Reading” articles to reinforce economic forecast
July 9, 2024 – Revenue Sourcing – Planning Meeting Three
- Reviewing Allocation Options
- How to Plug Into Our Money Management Program
July 2, 2024 – Revenue Sourcing – Planning Meeting Two
- Income Model, Allocation Model, and Tax Planning Model Review
June 25, 2024 – Revenue Sourcing – Tax-Free Retirement Planning Sales Strategy
- F&G Product that Provides Tax-Free Retirement Option
June 18, 2024 – Revenue Sourcing – Planning Meeting One – Orientation Questionaire
- Orientation Questionaire – It’s Where the Sale is Closed
June 11, 2024 – Revenue Sourcing – Essential Reports Group – Sell the Plan
- Delivering the Essential Reports to the Client
June 4, 2024 – Revenue Sourcing – Contract Delivery and Add-On Life Insurance Sale
- The Income Tax Calculation and Consideration
May 28, 2024 – Revenue Sourcing – Implementation Meeting Two: Inflation Bucket Funding
- The In-Kind Transfer Close
May 21, 2024 – Revenue Sourcing – Implementation Meeting One: Selling the Annuity
- How to Sell the Annuity Such That They Almost Always Say, Yes!
May 14, 2024 – Revenue Sourcing – Planning Meeting Four: Plan Delivery
- Charitable Planning Opportunities
May 7, 2024 – Revenue Sourcing – Planning Meeting Three: Allocation Options
- Explaining the Allocation Options
April 30, 2024 – Revenue Sourcing – Planning Meeting Two: Planning Models
- The Income Model, Allocation Model, and Tax Planning Model Review
April 23, 2024 – The Feldman Method
- Lessons from the “Most Successful Life Insurance Salesman of all Times.”
April 16, 2024 – Revenue Sourcing – Planning Meeting One
- The Orientation Questionnaire
April 9, 2024 – Revenue Sourcing – Essential Reports Delivery – Selling the Plan
- The Ultimate Outcome
April 2, 2024 – Revenue Sourcing – Implementation Meeting One: Selling the Annuity
- F&G Strategy
March 26, 2024 – Revenue Sourcing – Planning Meeting Four: Plan Delivery
- Plan Delivery
March 19, 2024 – Revenue Sourcing – Planning Meeting Three: Allocation Options
- Managed Risk – Allocation Options
March 12, 2024 – Revenue Sourcing – Planning Meeting Two: Planning Models
- Income, Allocation, and Tax Planning
March 5, 2024 – Revenue Sourcing – Planning Meeting Two: Planning Models
- Income, Allocation, and Tax Planning
February 27, 2024 – Revenue Sourcing – Planning Meeting One: Orientation
- Bonus – IRA Sales Idea
February 20, 2024 – Revenue Sourcing – Selling a Plan Using the Essential Reports
- The Essential Reports Group
February 13, 2024 – Revenue Sourcing – Designing a Life Insurance Contract
- Penn Mutual Life
February 6, 2024 – Revenue Sourcing – The Most Effective Sales Formula
- Problem – Agitate – Solve
January 30, 2024 – Revenue Sourcing – Implementation Meeting Two
- Contract Delivery and the Add-On Life Insurance Sale
January 23, 2024 – Revenue Sourcing – Implementation Meeting Two
- Funding the Inflation Hedge Bucket
January 16, 2024 – Revenue Sourcing – Implementation Meeting One
- Sell the Annuity
January 9, 2024 – Revenue Sourcing – Planning Meeting Four
- Plan Delivery
January 2, 2024 – Revenue Sourcing – Planning Meeting Three
- Allocation Options
December 26, 2023 – Revenue Sourcing – Planning Meeting Two
- Income Model
- Allocation Model
- Tax Planning Model
December 19, 2023 – Revenue Sourcing – Planning Meeting One
- The Orientation Questionnaire
December 12, 2023 – Revenue Sourcing – Essential Reports Delivery
- Sell the Plan
December 5, 2023 – The Power of Tax-Free
November 28, 2023 – Contract Delivery + Add on Life Insurance Sale
November 21, 2023 – Revenue Sourcing – Sales Process Review
November 14, 2023 – Revenue Sourcing – Selling the Annuity
November 7, 2023 – Revenue Sourcing – Meeting 4 Plan Delivery
October 31, 2023 – Revenue Sourcing – Meeting 3 Allocation Model
October 24, 2023 – Revenue Sourcing – Meeting 2 Essential Reports Delivery
October 17, 2023 – Revenue Sourcing – Selling a Plan Using the Essential Reports
October 10, 2023 – More Sales Hooks
October 3, 2023 – Roth Conversions as a Sales Hook
September 26, 2023 – Revenue Sourcing – Essential Elements
September 19, 2023 – The Perfect Sales Presentation
September 12, 2023 – Creating and Delivering a Plan
September 5, 2023 – Revenue Sourcing Case Studies
August 29, 2023 – What We Can Learn from Joe Gandolfo
August 22, 2023 – “The Feldman Method” Part 4
August 22, 2023 – “The Feldman Method” Part 3
August 22, 2023 – “The Feldman Method” Part 2
August 22, 2023 – “The Feldman Method” Part 1