Boost Your Bottom Line: Expand and Elevate Your Practice with Annuities & IULs

 

Young couple smiling during meeting with sales person.


February 21, 2025
Webinar Airdate: 1/9/2025
Published by: Christy Downs

"Coffee with Closers," your weekly dose of inspiration from FFP Insurance Services, brings you the latest product trainings, sales concepts, and coaching to help you Expand and Elevate your life insurance business.

In a recent episode, the team delved deep into the explosive growth of annuities and IULs. Ed Ledford, a key voice on the show, highlighted a crucial trend: "This opportunity for you to reposition the annuities is what's really key, and something that I think can make a big difference in your practice here to kick off 2025."

Ed explained how the current interest rate environment creates a unique opportunity to help clients with older annuities get better returns. This, combined with the rising popularity of IULs, presents a goldmine of potential business for forward-thinking agents.

Here's the lowdown on what you'll learn in upcoming episodes:

  • Annuity Explosion: Understand the factors driving this significant growth and how to capitalize on this market opportunity to Expand your client base and revenue.
  • IULs: A Growing Market: Learn about the increasing demand for IULs and how to effectively position them to meet client needs, helping you Elevate your service offerings.
  • Repositioning for Success: Discover how to identify clients with older annuities and guide them towards more favorable options, allowing you to Elevate the value you provide to existing clients.
  • Navigating the Best Interest Standard: Gain insights into the best interest standard for annuity sales and ensure your practice is compliant and ethical, Elevating your professionalism and client trust.
  • Effective Client Communication: Learn how to effectively communicate the value of annuities and IULs to your clients, building trust and demonstrating your expertise, helping you Expand your influence and close more deals.

Don't miss a single episode of Coffee with Closers! Tune in each week for valuable insights and actionable advice that will help you Expand and Elevate your business to new heights. 

View our upcoming webinars here and reserve your spot.

Disclaimer: This blog post is for informational purposes only and does not constitute financial or investment advice.