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Current Speech Topics

How The Events Of 2011 Changed Consumer Psychology In 2012 (and why it's good for annuities)
This spirited presentation vividly shows why in spite of low caps that index annuities have never been more competitive. The session looks at actual investor returns in stocks and bonds, the cap multiplier effect, why index annuities work in a low interest rate environment and shows how advisors can better relate the psychological benefits of annuities. The session also presents what consumer feel are the most compelling reason to buy an annuity.

Annuities – Change Buyer Behavior
Consumers make buying decisions normally and yet annuity representatives are taught to sell rationally meaning they often don’t close the sale. In this session Jack uses proven research in behavioral economics combined with real-world experience to give representatives practical answers and methods to close sales and prevent objections from ever arising. Questions answered include:
Why consumers often don’t buy fixed annuities; the BEST ANSWER to the zero interest objection; What your prospect THINKS they know can hurt them and the FOUR WORDS that save sales.

Fixed Annuity Myths & Realities
A lot of myths surround annuities. In 45 minutes Jack talks about the realities of fixed annuity safety, guarantee funds and FDIC; how the different index annuity crediting methods really work; how lifetime benefits really work; wall street illusions and how to combat them; where annuities fit; and how to avoid being a regulator target. A real world talk enjoyed by both producers and their compliance departments
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The Cost
The cost for a one-event speech is $2,500. If more than one day is scheduled the daily cost is $1,500. Charges for coach airfare, lodging, and ground transportation are additional.