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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: 

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Click to discover the available training options for your Agency




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



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




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 

Tel: 678-699-4169


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