Additional Resources
Additional Links
https://www.teacherpensions.org/states - Check this out for information on Teachers and Professors
Software Recommendation
One software our agents have found very useful is: https://retireready.com/
And here's a link to grab a time with Ken: https://calendly.com/ken-retireready/trak-online_intro
Below is one of their videos that goes over how this software works really well for state and federal employees:
Weekly Recorded Trainings
16 August 2023 - Jay Video
16 August 2023
9 August 2023
2 August 2023
26 July 2023
19 July 2023
12 July 2023
14 June 2023
- Where 99% of state specific questions are answered 0:08
- The most valuable points in a conversation are the basics - 9:04
- Example Case - 26:54
24 May 2023
- Trac Example 0:08
- Adding the spouse - 13:38
- 4 Points to know to use with Trac - 25:00
- Is this for state or Federal? - 32:30
3 May 2023
- Most Important Part of the appointment 0:08
- I've changed my mind - 16:41
- Don't get technical - 23:50
- 4 Ways to bridge a gap - 25:15
26 April 2023
- Basic Script - Why agents aren't successful 0:50
- "Buying Back Time" 6:37
- How to overcome the income gap 11:43
- Crucial point on closing - 18:21
- Example Case - 31:40
12 April 2023
- Why people don't answer and what to do 0:07
- Ghosting of prospects 3:22
- How do the appointments get booked 14:23
- Using Track in the sales process- 19:57
5 April 2023
- Bob sharing a few cases 2:18
- Flow of appointments 7:19
- Pushing the second appointment 20:04
- Getting the statement for the second appointment - 22:45
- Using emotions in sales 28:47
22 March 2023
- How and Why to create uncertainty 2:10
- Why you're not closing your big cases 3:27
- How to handle the objection that you're not with the state/university 6:22
- How to handle the first call with federal appointments - 35:57
- How to calculate the pension lumps of payment for somebody that wants to take the lumps off? 28:30
8 March 2023
- Difference between state and Federal appointments 2:40
- What happens when an employee contributes to 2 plans when they retire? 9:22
- What is the expectation from prospects when they book? 19:20
- How to handle the first call with federal appointments - 35:57
- How to calculate the pension lumps of payment for somebody that wants to take the lumps off? 28:30
5 March 2023
- Why not using an illustration has worked really well 2:52
- 3 Types of Investments 5:40
- How to do the discovery? 18:21
- What is the expectation from prospects when they book? 24:29
- How to calculate the pension lumps of payment for somebody that wants to take the lumps off? 28:30