Never Let “We Already
Have an Agent” Kill Your
Annuity Cross-Sale
Almost every client you already work with has a retirement portfolio, savings, or upcoming income needs. These 3 scripts show you how to turn “we already have an agent” from a dead end into an opening — without ever fighting their current advisor.
Download Scripts GuideWhat’s Inside the Scripts Guide
Instantly access 3 tailored scripts you can use right away to drum up annuity sales:
The “Second Opinion / Complementary” Approach
Position your review as a value-add gap-check, not a replacement
for their advisor.
The “Niche Specialist” Approach
Frame yourself as the specialist for risks generalist advisors typically overlook.
The “Zero-Pressure Checkup” Approach
A no-commitment retirement checkup that opens the door without any pitch.
Don’t Miss Out
Get the Scripts Guide Free
These 3 conversations can help you
capture your clients’ retirement needs.
