The Annuity Landscape for 2021
A Wealth Watch Partners webinar hosted by Nate Arroyo discussing:
- Annuity Forecast for 2021
- Opportunities for Cross Selling
- The Right Product at the Right Time
- Education & Accessibility for Clients
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Are You Prepared for 2021?
A Wealth Watch Partners webinar hosted by Nate Arroyo discussing:
- 3 Reasons Why You Need a Business Plan
- 4 Critical Factors for Generating a Lead
- A Closer Look at the Statistics
- Consumer-Friendly Products
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Annuity Storyteller
A Wealth Watch Partners webinar hosted by Nate Arroyo discussing:
- 3 Reasons Why People are Buying Annuities
- Annuity Demographics
- Separate Yourself from the Competition
- The Rise of Annuities
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How to Recover a Variable Annuity
A Wealth Watch Partners webinar hosted by Nate Arroyo discussing:
- 5 Important Questions to Ask
- The Proper Documents to Get the Ball Rolling
- Potential Fees Associated with the Variable Annuity
- Variable Annuity Presentation Walk-Through
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Networking with CPA’s
A Wealth Watch Partners webinar hosted by Nate Arroyo discussing:
- Let’s Talk About CPA’s
- Why CPA’s and Accountants Should Want to Work with You
- Client Analysis, Identification & Communication
- What’s Working So Far This Year
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Powerful Words to Use in Your Sales Process
A Wealth Watch Partners webinar hosted by Nate Arroyo discussing:
- Powerful Words for Your Appointments
- The Real Impact of a Fee
- Words to Beat the Broker
- Daily Conversations to Generate Leads
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The Best Practices for Digital Marketing & Sales
A Wealth Watch Partners webinar hosted by Nate Arroyo discussing:
- Prospecting
- 5 Important Guidelines for Virtual Sales
- Benefits of Safe Money Strategies
- Tips from Our Successful Producers
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How to Present an Annuity
A Wealth Watch Partners webinar hosted by Nate Arroyo discussing:
- Inspiring the Client
- Annuity Stories
- Simplifying Annuities
- How to Separate Yourself from the Competition
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Selling Language & Prospects’ Buying Language
A Wealth Watch Partners webinar hosted by Nate Arroyo discussing:
- The Language of Annuities
- Questions to Find Out How Prospects Buy
- Changing Gears Within the Sales Process
- Visual, Audio & Kinesthetic Methods
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Annuity Industry Insight
A Wealth Watch Partners webinar hosted by Nate Arroyo discussing:
- Marketing Ideas for Today’s Digital Landscape
- The History & Reality of Annuities
- Five Forces of “The Perfect Storm”
- Risk Reversal
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Don’t Sell the Client, Let Them Close Themself!
A Wealth Watch Partners webinar hosted by Nate Arroyo discussing:
- Creating a Marketing Machine
- Focus Marketing
- Discovering Your Clients’ Wants
- Becoming a Specialist
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Digital Marketing & Communication
A Wealth Watch Partners webinar hosted by Nate Arroyo discussing:
- Client Retention
- Referrals, Repeat Business & Introductions
- Steps to Communicate to Your Warm Market
- Immediate Contact Through Digital Marketing
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Business of Significance During Uncertain Times
A Wealth Watch Partners webinar hosted by Nate Arroyo discussing:
- The Mindset of Clients & the Mindset of the Advisor
- Navigating the Conversation to the Concept of Annuities
- Using Our Provided Materials
- The Art of Asking the Right Questions
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One Stop Pension Shop
A Wealth Watch Partners webinar hosted by Nate Arroyo with guest speaker Jonathan Sacks of American National.
Most business owners are now filing their 2019 returns and feeling that pinch as they write those tax checks. Now is the time to start offering them strategies and solutions to avoid this next year! Join us as we look at ways to empower business owners through qualified retirement plans. We will look at unique solutions to help business owners accumulate wealth and reduce taxes.
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Why Communication & Ongoing Contact Works
A Wealth Watch Partners webinar hosted by Nate Arroyo discussing:
- Recent Economic Events
- The Popularity of Annuities
- Competition
- Sealing the Sale