Mike Reese's Three Worlds Discussion

Update: Scroll Down Below "Three Worlds" Diagram for Audio of Discussion

Today I want to share with you a short discussion that almost ALL of my biggest producing advisors use during their appointment process (in fact, it’s so popular, 2 of our advisors just featured on Senior Market Advisor’s cover, use it regularly!)

(Click Picture for Link to Senior Market Advisor Article)

Mike Reese, one of our industry’s top producers, has refined this discussion over the years as a way to both educate his prospects on the pros and cons of different types of investments and to position Fixed Indexed Annuities as a hybrid account for safety & growth. This is the exact strategy he uses to average over $700,000 per annuity sale. In the recording below, Mike further discusses how he positions annuities as a part of a client's portfolio in order to meet their needs and actually gets his clients to tell him how much they want to put into FIAs! The best part about this sales process??? The prospective client is fully aware of both the benefits and drawbacks of each vehicle.

I've posted the diagram he uses below along with a recording of the discussion...

(Click Picture for Full Size Diagram)

"Three Worlds" Discussion Audio

If you like the snippet of Mike's sales process above, we are currently hosting an invite only 5 Part Webinar Series with Mike walking through his sales process and business model. Also, for those of you looking to go into 2011 with some sales momentum, we will be hosting our last training event of the year in December with Mike. This will include 2 days of Mike talking about everything he does in his business.

If you'd like any additional information, simply click the email icon and let me know which topics you are interested in listed below.

1. How to register for Mike's 5 Part Webinar Series
2. How to be a part of Mike's upcoming 2 Day Training Event
3. Request a CD recording of the "Three Worlds" Discussion via mail
4. Request a PowerPoint of the "Three Worlds" Diagram above

Thanks for reading (listening in)! I'd love to hear your thoughts and feedback below on the "Three Worlds" Discussion and if any of you have developed a similar sales process or have something that could be added to make it more effective. I've made it easier to comment as you can now sign in with your Facebook or Twitter accounts!