Building Trust & Guiding Prospects: The IFW & WealthCentral Method
How Top Advisors Consistently Close More Annuity Deals
We're hosting an exclusive training session that reveals how elite advisors are crushing their annuity sales goals—even when prospects walk in saying "I hate annuities."
Join us as we break down the exact system that's helping advisors position annuities as no-brainer retirement solutions, turn skeptical prospects into confident buyers, and consistently hit their sales targets. We'll show you real strategies, live demos, and the tools that are changing the game for independent advisors.
Come join us for actionable insights and a game-changing educational experience!
Can't attend live? Register anyway and we'll send you the full recording.
Are These Trust-Building Challenges Costing You Clients?
🚫 Instant Skepticism Prospects arrive at meetings already defensive, viewing you as "just another salesperson" before you even present your recommendations.
🤝 Trust Deficit Negative bias against annuities and insurance products makes prospects resist your best solutions, regardless of suitability.
🕐 Decision Paralysis First meetings end with "I need to think about it" because prospects don't feel confident in your guidance or their understanding.
💻 Credibility Gap Without sophisticated demonstration tools, you can't showcase your expertise or differentiate yourself from competitors.
📊 Complexity Overwhelm Complex financial strategies feel intimidating to prospects, leading them to delay decisions or seek "simpler" alternatives.
⚖️ Sales Resistance Prospects can't distinguish between genuine financial planning and product pushing, creating immediate resistance.
WHAT YOU'LL MASTER IN THIS WEBINAR
🎯 The IFW Trust-Building Blueprint Learn the exact methodology successful advisors use to establish credibility within minutes of meeting a prospect—before you even mention products.
⚡ Using Nexus to Model Complex Strategies Learn how Nexus will help you showcase your expertise while making complex strategies feel simple and logical to prospects.
🛡️ The Volatility Buffer Advantage See how to position market protection products as essential portfolio components using visual, data-driven presentations that eliminate emotional objections.
🚀 Next-Generation Lead Conversion Get an exclusive preview of breakthrough tools that will revolutionize how you attract and convert prospects in 2025.
Here's What Advisors Are Saying About This Approach:
"This changed how I frame annuities completely. Clients now lean in instead of shutting down." — Mark L., Financial Advisor
"I've been licensed and selling annuities for over 15 years, and I thought I'd seen it all. This is one of the few frameworks I've seen that actually gets through to skeptical prospects. It just works." — Tanya R., Insurance Producer
"The Nexus visuals helped me turn a hesitant couple into a $200K annuity sale. They told me it was the first time it actually made sense to them." — Jen S., Annuity Specialist at IMO
Led by Industry Experts:
Erik Sussman:
CEO and Founder of The Institute of Financial Wellness, with 35+ years experience helping financial professionals build trust-based practices. Erik holds CLU®, ChFC®, and CFP® designations and has personally mentored thousands of advisors on prospect psychology and relationship-building strategies that consistently improve conversion rates.
Bryan Lee:
Chief Business Officer at WealthCentral, with 17+ years experience in wealth management and fintech. Bryan has developed planning tools used by top-performing advisors nationwide and specializes in translating complex financial concepts into client-friendly presentations.