The second session of our LARC Webinar Series, “Unlock Sales Opportunities,” delivered powerful insights to help you grow your business and uncover hidden client needs. Whether you attended live or are catching up, here’s a quick recap of the key strategies shared by our guest trainer, Brad Weber.
The Golden Question That Unlocks Conversations
Brad reminded us of the importance of asking one simple, yet incredibly effective question: “Do you have anything that acts like life insurance?”
This question isn’t just a conversation starter—it’s a gateway to discovering unmet financial needs. You’ll be amazed at how often clients reveal gaps they didn’t even realize they had.
Maximize the LARC Portal and Confidential Needs Analysis (CNA)
The session also highlighted the importance of conducting a thorough financial inventory using the Confidential Needs Analysis or CNA (you can download a copy below). This is also known as the Financial Inventory. Brad walked attendees through each section of the CNA, demonstrating how this tool helps you identify client priorities and potential solutions.
Once the CNA is complete, take immediate action:
- Submit the completed CNA through the “Ask a Specialist” section of the LARC portal at Savers Management Group LLC.
- Attach it to either the Annuity Quote Form or Life Quote Form to streamline the next steps and get expert guidance.
Set Goals That Drive Success
Brad closed the session with a motivating reminder: success in this business is about consistency and momentum. He challenged everyone to commit to two simple, achievable goals:
- 📈 Write one annuity per quarter.
- 📈 Write one IUL or Whole Life policy per month.
These goals are not just numbers—they’re building blocks for long-term success. When you consistently hit these targets, you’ll create sustainable growth and strengthen client relationships along the way.
Ready to Take Action?
Visit the LARC portal today to access the CNA, submit your cases through “Ask a Specialist,” and keep building your momentum!
This was just the beginning! We’re continuing the momentum with our weekly LARC webinar series, each one focused on turning education into action.
Next up: Unlock Sales Opportunities Using the Confidential Needs Analysis – Don’t miss it!
Full Webinar Schedule:
- May 21: Eight Reasons Why Everyone Needs Whole Life Insurance
- May 28: What Life Insurance Do I Write?
- June 4: Six Benefits of FIAs for Retirement
- June 11: Annuities & Liquidities
If you haven’t already, dive into the LARC microsite and take your next step toward more impactful, consistent sales.
We’re here to support your growth. Let’s make this your best year yet.