VERTICAL VISION™ | EXPLORE
From Health to Wealth
Are you a Medicare or life agent ready to sell annuities but don't know where to start?
BaseCamp is your 10-step system to confidently cross-sell annuities. We’ll guide you from uncertainty to unstoppable with real training, real results, and real closed cases.
The trail is mapped. The steps are clear. All you have to do… is take the first one.
You Know the Client. You’ve Built the Trust. Now It’s Time to Elevate the Conversation.
You could be sitting on an untapped mountain of opportunity. You’ve earned your clients’ confidence with Medicare, life, or health insurance, but when the word “annuity” comes up… the conversation stops.
BaseCamp helps bridge that gap, so you can finally say:
✓ “Yes, I can help with retirement income.”
✓ “Yes, I can help protect your assets, too.”
✓ “Yes, I can help with retirement savings.”
Navigating Unfamiliar Terrain?
10 Steps from Health to Wealth
No more guessing. No more fear. Just a clear, step-by-step trail that opens up a new world of opportunity.
BaseCamp is Built for You,
if You:
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Sell Medicare, Life, or Health—and know your clients need more
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Have received objections to annuity products - and want the facts
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Are tired of referring clients to other annuity financial professionals and missing opportunities to strengthen those relationships
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Want to grow your business while protecting their retirement
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Are ready to be your clients' go to resource for retirement income solutions
What You’ll Walk Away With
By the end of BaseCamp, you’ll have:
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A clear understanding of key annuity solutions driving client interest
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Confident, client-ready language that opens the door to cross-sales
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Templates, cheat sheets, and quoting tools
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The ability to run your own quotes and present like a pro
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A step-by-step plan to turn health conversations into wealth protection
Agents Who Took the First Step
Selling Annuities Isn’t Hard… Starting Is.
BaseCamp helps break the ice, clears the fog, and walks with you step-by-step through
the process. It’s not about becoming an annuity expert overnight. It’s about knowing
what to say, what to show, and how to help.
