Trinity Consulting
Trinity Consulting
Advanced Life and Annuity Sales Training
& Consultation Services
Increase Your Assets, Not Liabilities
Knowledge is Power
Find out why you will benefit from our Unique Training
Sales Coaching and Team Member Training
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Sales training that is tailored to meet the needs and goals of your office
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Over 20 years of sales experience in the financial services industry
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In-depth knowledge of the products and competitive advantages in the marketplace
Advanced Sales Concepts Guaranteed to Generate Larger Premium Life and Annuity Cases
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Legacy planning
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Estate planning
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Social security maximization
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Retirement distribution strategies
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Required minimum distribution strategies
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Charitable giving strategies
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Life insurance for business owners
Case Consultation and Sales Support
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Available for advanced planning consultation and case preparation
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Sales support for appointment preparation and point of sale assistance
Team Member Training
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Life and annuity pivots
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Overcoming objections
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Identifying prospects for advanced sales concepts
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Advanced Philibert training
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An average agency will miss 40-50 opportunities a year to write
significantly larger life and annuity cases simply because of a lack of knowledge.
Schedule a time for your team to receive valuable training
so that your agency will recognize and take EVERY opportunity available!
