Time Is Running Out!
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New 2025 C.E. Classes Required by July 1st!
Three new courses are required for any advisers licensed to sell annuities and life insurance—even if you have already done all the continuing education training previously required. Both an 8-hour and 4-hour class for annuities, and a 4-hour class for life insurance.
We have had several applications declined because advisers did not do the 2025 required Continuing Education courses. Don’t let this happen to you! Get it done no later than July 1st, 2025.
As always, TWH is happy to help you get access to the courses, and we will cover the cost. Just call Ami at 800-200-9195 ext.203, or email info@twhagency.com.
Try Using This to Get More Clients
Here is a question I want you to practice saying…
Are you 100% certain you will have a great financial retirement, or do you have some doubts?
Seriously…practice saying it. Practice it until you can make it sound natural and conversational—and not at all like a sales pitch.
This one sentence can help you set more appointments and close more sales—I promise. Well, at least I can promise that it has worked for me. I use it when trying to set an appointment to meet for the first time with a prospective new client…and it works. I also use it when I’m meeting with a new client for the first time…and it works. And I use it when I do annual policy review meetings with existing clients…and it works.
Why does this one sentence work? Because it taps into the natural fears, we all have about the future—especially our fears of unknown possible events and outcomes. Very few people have SO much money that they have zero fear about either; running out of money before they die or not having enough to have as much fun as they want before they die.
So, when you ask, “Are you 100% certain you will have a great financial retirement, or do you have some doubts?”, you are shining a bright spotlight on fear…and fear is the strongest motivator in the world.
Give it a try. Practice the question in your mind a few times, until you are pretty sure it doesn’t sound like a sales pitch. Then say it out loud, as if you were talking to someone that you want to have as a client. If it doesn’t sound natural, try again—and keep trying until it sounds natural, sincere, and un-rehearsed.
Pre-set Appointments
How does this sound? A company talks with people who are close to retirement and asks if they would like to speak to someone about what they should do with their 401k when they retire. If the person says “yes,” they coordinate a time for a Zoom or phone call with you. The appointment shows up on your calendar immediately—and an email comes to you as well. It is not a cold lead. It’s a warm appointment. If this sounds like something you would like to try, call us.
We can help grow your sales: 800-200-9194.
info@twhagency.com
~ Greg Skogsberg
Click here for a short video about this month's issue
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.
