Sales Training

Come join us for sales training to accelerate your sales and growth in the annuity and life insurance business in 2010. We will be conducting Free sales training to give you the tools that get you in the door and close more sales. If you are new to the business, want to learn new ideas, or brush up on some tried and true sales methods, then you want to be here.You will leave the workshop energized, eager, and prepared to make 2010 your best year yet.

This training is open to all agents without any obligation.

When:
Thursday & Friday - May 20th & 21st, 2010

Where:
National Annuity Brokers
84 Faunce Corner Road
Dartmouth, Massachusetts 02747

Cost: FREE!

Travel:
If you’re flying into the area, the car ride to our office is shorter if you fly into Providence, RI verses Boston, MA (36 miles @ 40 minutes vs. 63 miles @ 1 hour +) Transportation to and from the meetings are your responsibility.

Hotel:
After 5:00pm on Wednesday, you may go directly to the hotel which is across the street from our office. You will be staying as our guest at:

Comfort Inn
171 Faunce Corner Rd North
Dartmouth, MA 02747
(508) 996-0800

Meals: 
Breakfast will be provided at the hotel on Thursday and Friday morning. Lunch will be served at National annuity Brokers both days and you will be dining as guests of National Annuity Brokers Thursday Evening.

Training:
Free compliments of National Annuity Brokers. We look forward to meeting you and having you as our guest.

Agenda:

Day One

8:30am - Welcome: Elisabeth LePage of Premier Annuity Prospects

8:35am – 9:00 am: Using direct mail to attract annuity business with Peter Coley & Elisabeth LePage

9:00am – 9:10 am: Question and Answer period

9:15am – 10:00am: Direct mail piece bullet point explanation. Why and what to say
to the client about the card that will peak their interest Presented by Peter LePage of National Annuity Brokers.

10:00am – 10:15am: Break

10:15am – 11:45 am: How to effectively book appointments from the lead cards. Peter LePage will lead this discussion. Attendees will be paired with each other in a practice appointment setting session.

11:30 am - 11:45 National Annuity Brokers Marketing Reimbursement Program Bob Pike & Brad Williams.

11:45 am – 12:30 pm  Bob Pike & Brad Williams of National Annuity Brokers discuss GLWB riders

12:30 pm – 1:30pm: Lunch

1:30 pm – 2:30: The Fact Find  presented by Peter LePage

2:30 pm – 2:45 pm: Question and Answer Period

2:45 pm – 3:00 pm: Break

3:00 pm – 4:00 pm: ?????  Joe & Shirley Six Pack

Back to Hotel to rest ,relax, network with other attendees and get ready for dinner get together sponsored by Premier Annuity Prospects.

Day Two

8:30am – 9:00 am:  A review of day #1 and Peter Coley and Elisabeth LePage welcome Question.

9:00 am – 10:15 am: The frugal man’s trust  IRA to Roth IRA seminar

10:15 am – 10:30 am: Break

10:30 am – 11:45 am: Million dollar annuity Producers panel.

11:45 am – 1:00 pm: Question and Answer, Lunch, Depart


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Last Updated on Wednesday, 17 March 2010 16:00  

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