“The WHY is the most important thing for the sale. Here's why you want to consider this company and this plan. It's powerful when you can say that to your clients." - John Becker

The Innovative Interview with John Becker is now available on YouTube!

Hosted by Director of Marketing and Sales Matthew Murray, Innovative Financial Group (IFG) is excited to have the managing partner for Exact Benefits Group at the home office to discuss his agency's approach to Medicare sales during AEP 2023.  

John Becker has a unique relationship with IFG. As the Head of our Advanced Markets team, John has helped countless agents discover the value of introducing indexed annuities and retirement planning into their sales techniques. In addition, John conducts weekly and in-person training sessions to help agents educate their clients on retirement options for guaranteed income to supplement social security and pensions. 

John attributes much of his success to his dedication to helping his clients navigate the Medicare maze by offering helpful, unbiased advice to find the best plan for their healthcare needs. Also, knowing how to cross educates and offer clients advice on all aspects of financial and retirement planning. For example, "If you have a CD, specifically for the final expense market, and you get .0025% return, what if you can have a 3-year plan that is getting close to 4%? Would you like my help?" 

The two colleagues dive deeply into seminars, the cost, and the return. Agents starting out can avail great results once a month to see the compounding effects of seminar planning. John emphasizes that you need to be a good speaker and gives tips on being better prepared. 

John is excited to help agents in the final expense and mortgage protection tap into financial planning, offering their clients more options for guaranteed income in retirement. Checking in with your client base is critical because life happens. For example, talking to your client about rolling inherited money into an index annuity can create an income stream to replace their spouse's social security.

John emphasizes that now IFG has access to the 40 top Life Insurance carriers that offer indexed annuities. With the ability to recommend the best plan and, better yet, explain WHY. "The WHY is the most important thing for the sale. Here's why you want to consider this company and this plan. It's powerful when you can say that to your clients." 

Now is the best time and environment to discuss indexed annuities with your clients. The markets are in total disarray. Moreover, drastic changes are coming in the next ten years in social security payments. Advanced Markets Training gives you tools to educate and better inform your clients on how to protect their income streams and plan for the future. To learn more about the training available through IFG's Advanced Markets team, contact John Becker at [email protected].

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