Trinity Consulting

Advanced Life and Annuity Sales Training

& Consultation Services

Find out what makes our Training Unique

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



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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



Newnan, Ga 

Tel: 678-699-4169


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