More than Medicare with John Terry

Seminar on June 25th at 11AM EST

Lunch & Learn:
More than Medicare
with John Terry

If you're intrigued by the profitability of annuities but aren't sure where to get started, join our lunch and learn on June 25th at 11am.

Annuity expert, John Terry, will teach Medicare agents how to ask the right questions with their clients, and how to start conversations that open an annuity sales opportunity.

Positioning What’s Next

Setting your clients up for a financial discussion beyond Medicare

Making the Transition

How to effectively, and compliantly, start the conversation

Identifying the Opportunity

Asking the right questions to understand what they want their money to do for them in retirement
Preparing and presenting the solution
How to obtain an illustration and position this with a client

Next Steps

The importance of annual reviews
Obtaining referrals

Details

June 25th
11am-1pm EST

500 Nationwide Drive
Harrisburg, PA 17110

Don't miss out on this event! Register now.

717-540-5690
500 Nationwide Drive
Harrisburg, PA 17110