As a contracted Tucker Advisor you will have access to online/on demand training from presenters including:
Dr. Laurence Kotlikoff
America's Foremost Social Security Expert
Founder and CEO of Tucker Advisors
Top Annuity Producer
Hollis M. Greenlaw
Co-Founder and Chief Executive Officer of United Development Funding
Chairman and CEO of Brian Tracy International
The most successful people are perpetual students; and at Tucker Advisors, we have a lot to teach. Those that continue to strive for improvement will appreciate the relationship that they build with us. With our collaborative training and material, we strive to provide our agents with up-to-date training events, videos, CDs and tools, ensuring you learn something new every time you visit our site or talk to our Business Development Team.
Business Development and Case Design
When you contract with Tucker, you are automatically assigned to a Senior Business Developer who acts as your back office support. The team of Senior Business Developers brings a wealth of knowledge from their extensive background in sales, securities, insurance and banking to all of the Tucker advisors they support. This team will provide you with information on the best product possible for your client, along with an in-depth illustration and explanation. In addition, they will assist you in closing the business with proven sales techniques that Tucker’s top advisors use in both the first and second interviews.
Seminar and Sales Coaching
Personalized coaching services from Tucker’s Seminar and Sales Experts
Learn how to effectively use Dr. Kotlikoff’s Social Security Calculator.
Understand the Social Security Appointment Process.
Discover how to transition from Social Security to make the sale.
Gain valuable resources to help you become the Social Security expert in your town.
We offer you an opportunity to connect with us to keep your training current. Our monthly webinars, were developed to keep our agents up-to-speed with the newest marketing and sales ideas that Tucker has available. Run by Karlan and the very best of his staff, you can count on hearing essential information that will give you the opportunity to immediately impact your practice. As a Tucker advisor, you will be invited to join us each month for our current webinar. Click here to register for the next webinar. While our webinars are packed with timely and relevant information, we’ve found that many of our advisors have benefited by going back through the archives to review concepts that have withstood the test of time.
As any of our advisors will attest, Tucker Tips are crucial monthly articles that focus on specific pointers for your practice. We have literally had agents tell us that they credit their last sale to the idea they learned from a Tucker Tip. Many agents have even printed each Tucker Tip and inserted them into a binder to make their own Tucker Tip book. This essential reading will continue to push you personally to achieve more in your practice while providing the details you need to implement each idea.
Tucker Point of View
The culmination of ideas that our Senior Business Developers collect from advisors every day are filtered into a “best of the best” email each week in Tucker's Point of View. Serving as a weekly communication to give you the advantage of hearing from hundreds of advisors from around the country, this is a quick resource to keep you updated on industry trends, sales ideas, marketing strategies, breaking news and more.
Every day, advisors drive to and from appointments and miss their opportunity to learn and improve themselves along the way. How long do you spend in the car each day? What if that time were spent learning new sales and marketing strategies that would actually lead you to better prospecting, more efficient appointments and higher closing ratios? Tucker Advisors has an extensive library of CDs that you can simply pop into your car stereo to drive your sales beyond your goals. Learn how Karlan wrote his most recent $1 million sale or how our In-House Sales Team turned a $40,000 sale into a $600,000 sale. These are not boring “study buddies,” but real sales techniques that come from actual sales made by Karlan and our In-House Sales Team.
Tucker Advisors has an extensive library of video sales and marketing ideas
Our top producers ($1 Million +) receive a monthly package in the mail that includes useful tools and strategies that can all be collected into the BoomEx binder. We provide our agents with a binder that has special tabs so you can easily stay organized and can quickly find the exact tool you need to close the sale. The BoomEx package includes the lastest audio training, recorded webinars, Sales Ideas, Marketing Ideas, Tucker Tips and more.