Roadmap Assessment Return To Dashboard Select Track Of the following options, what do you need the MOST help with? Calling my leads Closing the deal when I’m in the home Understanding what’s going on in the industry Understanding annuities on a fundamental level Of the following options, what do you need the MOST help with? Knowing how an elite producer thinks Handling objections Picking the right type of leads Uncovering client’s funds for an annuity Of the following options, what do you need the MOST help with? Using my call time as an effective first appointment Controlling the appointment from start to finish Understanding the different leads available The fact finding process Of the following options, what do you need the MOST help with? Knowing how to navigate market conditions with my clients Knowing the different types of annuities available for my clients Changing my mindset from average to elite producer Creating a consistent sales process Of the following options, what do you need the MOST help with? Sounding like an expert on the phone Staying up to date with current laws and changes within our industry Beginning to think and speak like a professional rather than an amateur Knowing how to budget for leads and buy the best ones for my situation Of the following options, what do you need the MOST help with? Establishing the flow of my appointments while in the home Building a solid foundation for understanding annuities Learning how to sell more consistently Being bold when talking to clients about their retirement funds Of the following options, what do you need the MOST help with? Knowing how to make calls effectively Transitioning from the presentation into the close Making the most out of each appointment I have Understanding how my thinking limits my success Of the following options, what do you need the MOST help with? Understanding current market conditions Recognizing how to ask the right questions to uncover client funds for an annuity Finding out how to get started selling annuities at a basic level Establishing the right kind of lead sources Ready to send