Weekly Training w/ Phil Resch

Training Focus: Learn how to confidently present annuities, life insurance, IULs, and Medicare—not just by listing features, but by aligning them with what your client actually cares about.

Too often, advisors rely on product brochures and technical explanations that confuse or overwhelm clients. In this session, you'll learn how to lead with the client’s goals—then connect those goals directly to the right solutions in a way that feels natural, consultative, and compelling.

What You’ll Learn:

✅ How to identify and prioritize client goals during discovery

✅ Scripts and questions that reveal emotional buying triggers

✅ How to present annuities as income guarantees—not just contracts

✅ How to position IULs as legacy, protection, and living benefit tools

✅ Framing life insurance as peace-of-mind planning

✅ Navigating Medicare conversations with simplicity and clarity

Why It Matters:

Products don’t sell themselves—relationships and relevance do. When you master the art of connecting solutions to real-life concerns like retirement income, family security, and healthcare costs, your close rate goes up—and so does client trust.

This training is ideal for agents who want to elevate their presentations, close with confidence, and serve with integrity.