Dave Vick's Overview

As a long time seminar fan, I have watched results vary for different agents in different markets. This got me thinking about prospecting methods other than seminars. I kept thinking about referrals but didn't want to go the traditional referral route & I spent 18 months trying methods to get my current clients' input on ways they would feel good about referring me and... I created a Relational Marketing Program, which you will learn more about in a moment.

Additionally, I've seen many planners struggle when working with prospects. They could meet new prospects, but they couldn't get the prospects interested in annuities. I took the time to script my sales process that I call "Investigate, Recommend, Implement" which has helped planners around the country improve their closing ratios in a BIG way.

I invite you to spend a couple days with to learn more about Focus Groups and the Master Listening Program.

Finally, I have developed the simplest tool ever to get prospects to tell you how much they want to deposit into Indexed Annuities: The A-B-C presentation.