Annuity Sales Lab - Cleveland
Schedule
Wed Jun 17 2026 at 08:30 am to 11:00 am
UTC-04:00Location
Holiday Inn Cleveland-S Independence by IHG | Independence, OH
About this Event
What Annuity Sales Lab is:
- Hands-on training on your own real case
- Deep dive into a practical sales process you can start immediately
- Real industry insight
What Annuity Sales Lab is NOT:
- An FMO recruiting event
- A boring lecture about concepts
- A ploy to sell you bad leads
Annuity Sales Lab is a hands-on training experience designed for insurance agents and financial professionals who want to grow their annuity production and stay ahead in today’s evolving market.
Each attendee who stays for the whole lab will recieve these amazing offers 100% free:
- A Protectors Vegas ticket (FREE)
- Travel voucher for your flight (up to $750)
- Sponsor swag
Agenda
🕑: 08:30 AM - 09:00 AM
Registration Opens
Info: Get signed in and registered.
🕑: 09:00 AM - 09:05 AM
Welcome
🕑: 09:05 AM - 10:10 AM
Personal Case Analysis
Info: It is time to make you some money. You will open up the Ansurex software and load in the case you brought with you to the meeting. You will learn exactly how to navigate the Ansurex software to create the most amazing validation proposal to replace the case. This will be a “soup to nuts” exercise that will walk you through entering in the case, analyzing the growth and the growth potential, selecting the appropriate replacement product, comparing it to the current product and in the end the precise way to present it to your client and…make the sale!
🕑: 10:10 AM - 10:20 AM
BREAK
🕑: 10:20 AM - 10:30 AM
Emphasis on Best Interest
Info: Watch a video from FACC about the importance of “Best Interest” documentation. Then we will show you how the Ansurex software will audit each of your cases and give you a plan to make them compliant.
🕑: 10:30 AM - 10:40 AM
Protectors Overview
Info: You will be introduced to the largest conference the Life & Annuity industry has ever seen! Are Volatility Control indexes good? What about indexes that don’t have 10 years of live history? Imagine asking these questions directly to the index representatives. That is just one of the opportunities you will have at this conference! You will walk away with more education, more ideas that will grow your business, and learn methods and tools to help advance your career.
🕑: 10:40 AM - 10:55 AM
The Ansurex Rise Method
Info: Learn how to use the Ansurex software to assist a marketing and lead generation program. This program markets to people who have purchased FIA(s) prior to March of 2022. You will discover why this date is the most important date to your business.
🕑: 11:00 AM
Dismissal and Video Testimonials
Where is it happening?
Holiday Inn Cleveland-S Independence by IHG, 6001 Rockside Road, Independence, United StatesEvent Location & Nearby Stays:
USD 0.00
