Book Annuity Appointments in 30 days or less by attending STEP Bootcamp Live!
Discover how to book more appointments without buying recycled leads, get past gatekeepers without an appointment, and earn more commissions without increasing your workload.
Limited Seats Available!
How STEP Bootcamp Live! Works
STEP Bootcamp Live! - This comprehensive and interactive in-person workshop is designed to empower independent agents specializing in selling annuities within 403(b) and 457(b) plans, the skills needed to navigate the complexities of reaching decision-makers and closing insurance policies.
You will spend a full-day, discussing sales scenarios, role-playing, and collaborating in small groups to discover effective strategies for getting past gate-keepers, mastering persuasive scripts, and refining your approach to engaging prospective clients effectively.
Or if you prefer to learn at your own pace, you can purchase one of our virtual on-demand course packages that offer over 52 lessons and other exclusive benefits and resources. Check it out
After personally training 10,000 independent agents, these key topics have helped them become top income earners:
Morning Session - The Employer
403(b)/457(b) Pre-Assessment Test
Gauge your level of general 403b/457 knowledge so you know exactly what area you need to focus and improve upon.
Overview of 403(b)/457(b) Plans
If you can’t answer potential questions confidently, you won’t succeed. In this session we will cover the foundational knowledge you NEED to know about 403(b)/457(b) plans.
Creating your 30-second commercial
This session will allow you to answer the prospect’s question of “How can you help me solve my problem and reach my retirement goals?”
Developing Your OKRs
Success requires repetition. In this breakout session, will work together to create and set attainable goals for you based on your desired commission income for this year.
Creating your Value Proposition
Helps you justify your fees and services to the prospect.
How to Prospect in Employer Plans
Provides you with techniques to begin the sales process with plans to ultimately get in front of a decision maker.
How to Get Past Gatekeepers
In this lesson, you will discover how to secure a preliminary meeting with a Plan Sponsor to discuss your products and services and ultimately, a second meeting.
Handling Plan Sponsor objections
To get access to the school district employees and staff. We will cover the most common objections and how to overcome them.
Q&A with a School Principal for 403(b) Plans
Get first hand information on how to get your foot in the door with a Principal and sell more annuities to teachers and staff.
Afternoon Session - The Employee
Client Engagement
Understanding the needs of Teachers and theirvgoals. We will cover how to engage prospective clients so you can sell more annuity and IUL products.
Conducting Prospective Client Meetings Discover exactly how to structure your first client meeting and how to find their unique pain points so you can maximize your chances of making a sale.
Retirement Income Gap Analysis as a sales tool
Finding out where your prospective clients are and how you can add value to helping them reach their goal.
Understanding Your State Pension Plan Debunking the myth that state pension plans alone are enough to provide lifetime income. We will also cover how to find pertinent information about your state pension to use it as a sales tool.
Transacting Annuity Business
How to make sure you submit your account opening documents in good order so you can get paid your commissions faster and without delay.
Client Retention: Why Service Matters
Most accounts are lost by a lack of attention to our current clients. We’ll go over exactly what you should do to help retain your monthly income.
Effective ways to Cross Sell IUL policies Securing various methods of monthly premium payments from your clients at the same time helping them prepare for their financial future.
Q&A with an active City Manager 457(b) plans
Understanding how to market and promote to City officials to get state and local government contracts for 457(b) and other retirement plans. Note: Some topics might not fit into the full day of training due to time constraints
Breakfast and Lunch provided
Live instructor-led workshops
Skills reinforcement and feedback
Proven consultative selling techniques
STEP Bootcamp Playbook filled with tips and resources
Opportunities for peer exchange and feedback
Support for continued development
Chance to Win a Prize Drawing
60 days of group sales calls (2x a month)
STEP Bootcamp Live! Completion Certificate
Upcoming Live Workshops - Reserve Your Space!
Los Angeles, CA - Thursday, August 7th, 8am - 5pm
McKinney, TX - Tuesday, August 12th, 8am - 5pm
Tampa, FL - Tuesday, September 2nd, 8am - 5pm
San Jose, CA - Thursday, September 25th, 8am - 5pm
Stamford, CT - Saturday, October 4th, 8am - 5pm
*Training Location Disclosed at confirmation
Hi, I'm Damien
With over 25 years of specialized experience in training and selling retirement plans to Fortune 500 companies and School District employees, I’ve trained over 10,000 independent agents and hosted hundreds of in-person trainings. My expertise, has helped independent agents develop the tools and strategies to successfully prospect, book appointments and close big annuity policies in the 403(b) and 457(b) plan sectors.
As a Financial Advisor and licensed Insurance Agent, one of the biggest challenges I faced was finding a consistent stream of clients. The marketplace was highly competitive, and standing out required a combination of relentless prospecting and creative marketing strategies. The pressure to earn a steady income from commissions added another layer of difficulty, as it took time to build trust and relationships with potential clients.
I’ve been in your your shoes.
Speaking with agents that are just starting or a few years into their careers, they feel completely overwhelmed by the complexities of selling annuities & IULs to target markets. They’re unsure how to prioritize their time, what to say to prospects, and worry they’re not starting off on the right foot to write enough policies to succeed at their Independent Marketing Organization (IMO). That’s why I created the STEP Bootcamp Training Program. This in-person, hands-on, interactive, training is structured to get you the training you may not get from your IMO or annuity provider. STEP Bootcamp - Live! provides you with the resources that give you a distinct advantage from your competition, and the confidence to know you're in a space with like-minded individuals who collaborate and share sales ideas to reach sales success. Join us to elevate your sales techniques and boost your success in the 403b & 457 marketplace!