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

  • Sales training that is tailored to meet the needs and goals of your office

  • Over 20 years of sales experience in the financial services industry

  • In-depth knowledge of the products and competitive advantages in the marketplace 

 

Advanced Sales Concepts Guaranteed to Generate Larger Premium Life and Annuity Cases

  • Legacy planning

  • Estate planning

  • Social security maximization

  • Retirement distribution strategies

  • Required minimum distribution strategies

  • Charitable giving strategies

  • Life insurance for business owners

 

Case Consultation and Sales Support

  • Available for advanced planning consultation and case preparation

  • Sales support for appointment preparation and point of sale assistance

 

Team Member Training

  • Life and annuity pivots

  • Overcoming objections

  • Identifying prospects for advanced sales concepts

  • Advanced Philibert training

 

 

Follow Trinity Consulting on social media: 

  • LinkedIn Social Icon
  • Facebook
SERVICES

 

Click to discover the available training options for your Agency

 

Testimonials

 

Find out what our clients have to say about us

 

Case Study

Click to view an actual case study that was generated from utilizing one of the advanced sales concepts

 

ABOUT US

Click below to learn more about who we are and what we do

 

 

CONTACT US

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!

Newnan, Ga

barrymartin@mytrinityconsulting.com 

Tel: 678-699-4169

pennies.jpg

Thanks for submitting!