11 Critical Stages To Scale Annuity Sales

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  • เผยแพร่เมื่อ 28 มิ.ย. 2024
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    Want to know the secret to dramatically scaling your annuity production? In this video, I reveal the crucial shift that can make all the difference.
    After coaching over 1,000 agents, I've identified 11 critical stages from cold lead to closed client, and I'll show you how to integrate them to prevent any loss in production. By mastering this process, you can achieve higher conversion rates and profitability.
    Segments:
    0:00 - Introduction
    0:39 - 2 Things You Need To Scale Your Annuity Production
    2:23 - Why Do These Stages Matter To My Annuity Business?
    3:37 - The 11 Critical Stages Between Cold Lead and Closed Client
    9:07 - The Result of End-To-End Integration
    11:44 - Your Next Steps

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