It also has a uniquely simple, yet incredibly effective marketing program contained in it. If you follow the instructions, you will produce business while taking the program. It is so effective, nearly half the agents who do the marketing program continue it on a monthly basis.

To access the Step Program you must be a member of Life Sales in good standing.

 
Step Program Description

The Step Program Introduction training introduces the program, how it works, and how it helps.

Step One provides you a foundation in Fixed Indexed Annuities. This goes beyond basic information and educates you on the features, the advantages and the functions of FIA’s. It also prepares you to begin marketing FIA’s.

Courses

1. Fixed Index Annuities: What they are, how they work, and what they do

2. Crediting Methods and Indices

3. Liquidity and Surrender Charges

4. Income Riders & Lifetime Income Benefits

5. Qualified and Non Qualified Money

6. Gathering People to Market to

Step Two provides details and training about specific products you are contracted to sell through Life Sales, how to gain access to product grids, and additional training on those products.

Courses

1. Creating a Product Binder

2. Accessing Product Training

a. Product Training Films

b. Product Information Sheets

c. Accessing Rate Sheets & Product Grids

3. Teleconferences, Seminars, Webinars, and Summits

4. Letter Writing Course

Step Three provides detailed training on how to teach and educate people about FIA’s. It helps you create presentations and prepares you to do business with a client. These courses also include how to cross sale annuities, obtain referrals, and use our case study program.

Courses

1. The 15 Minute Interview

2. The First Presentation

3. The Second Presentation

4. Product Evaluation Presentation

5. Referral Training Part 1 & Part 2

6. Cross Selling

Step Four provides training on how to build a successful business. This includes business planning, marketing, and building systems that will help you succeed.

Courses

1. Successful Agent Training

a. Meet Bob

b. Jimmy & Bobby

2. Creating a Business Plan

3. Agent Categories: Best Practices

4. Work with What You’ve Got

5. Marketing Allowance Program (MAP) Resources

6. The Secret Handshake

Step Five provides training on how to focus on your success. Sometimes it is the little things that keep you from succeeding. These courses will help you build a more successful business.

Courses

1. Writing Clean Applications & the Follow Up process

2. Stretching IRA’s and Annuities

3. Signature Guarantees

4. Suitability

5. Building a business and making the leap to success

Step Six provides additional outlets for your business. These are advanced markets and require additional commitment, carriers and providers and in some cases additional capital.

1. The Secret Handshake: This program elevates your business.

2. MWISC: Business to Business opportunity that provides preset appointments. Contact John at the office.

3. Defined Benefits Plans: Unique opportunity with the best company in the country. Call John at the office.