Why TWH Annuities, Inc. Is the Concierge Partner Advisors Deserve
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At TWH, Inc., we believe advisors deserve more than a product—they deserve a partner.
That’s why we’re the #1 Concierge FMO in the country: we don’t just offer index annuities, we deliver industry-best support that elevates your business.
Our concierge approach means:
- Custom Case Design: We tailor strategies to your client’s unique goals—whether it's income, legacy, or growth. And we tailor to each advisor’s personality, skill, preferences, and style.
- Real-Time Support: Say goodbye to call centers and random marketers. At TWH, you get instant answers from real experts who know you AND your cases inside and out.
- Turnkey Marketing Assets: We equip you with audience-tested materials and seminar support that draw in qualified prospects. Plus, we give you ways to get in front of more prospects, to grow your business. We even translate to other languages.
- Streamlined Paperwork & Compliance Guidance: Stay focused on selling while we handle the red tape.
But most importantly, we understand your business. We know that the advisor-client relationship thrives when you have confidence in your back office. That’s where we shine. With TWH behind you, you're not alone—you’ve got a team invested in your success.
So, if you’re tired of cookie-cutter FMOs and want true partnership, it’s time to experience the concierge difference. Your future clients—and your future self—will thank you.
3 Sales Tips to Elevate Your Annuity Conversations
Successful annuity sales hinge on trust, clarity, and connection. Here are three strategies our top advisors use to close more and serve better:
1. Lead with a Story, Not a Chart.
Data matters, but emotions drive decisions. Frame your recommendation with a relatable story—like how a similar product helped someone avoid market loss during retirement. Stories build trust faster than statistics.
2. Ask the Legacy Question.
Don’t just focus on growth. Ask clients: "What do you want your wealth to say about you 20 years from now?" It shifts the conversation from numbers to meaning and opens the door to living benefit and death benefit discussions.
3. Use the ‘Side-by-Side’ Technique.
Present two hypothetical paths: one with annuity protection and one without. Highlight what’s at stake in plain terms. Visual contrast helps clients understand value and risk, making it easier to move forward confidently. Our JourneyGuide software does this beautifully
At TWH, we coach our advisors on these techniques and more—because the product is only half the equation. The other half? Mastering the conversation.
Call us. We can help to increase your sales: 800-200-9194.
info@twhagency.com
~ Greg Skogsberg
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We now have annuity contracts with FORTY-ONE carriers. More than any other FMO! And this is just one of the reasons we are The #1 Concierge FMO in America!
Gregory B. Skogsberg
Greg is the President of TWH Agency with 20+ years of professional experience. Greg is a seasoned management consultant who has worked for organizations of all sizes in locations all across the country.
