A Proven System based on training 10,000+ Independent Agents
Discover how to book more appointments WITHOUT buying recycled leads, get past gatekeepers WITHOUT an appointment, and earn more commissions WITHOUT increasing your workload.
Get in front of
Decision Makers
Fill up your appointment calendar with fresh leads.
Refine your sales pitch
Master solid scripts that will get you past gatekeepers.
Maximize Your Time
Make more money without the 12-15 hour workday.
this course will help you discover the skills, tools, and techniques to doing that…and so much more.
The Biggest Reason Most Independent Agents Struggle to Generate Leads
Is because they completely lack a Pre-Sales Planning Process.
And if you don’t have a concrete process you can follow again and again… How can you expect to get consistent results over and over?
We all assume:
Employers and Clients understand their plan.
Employers and Clients will return our calls/emails
Employers and Clients will always remember us
We don’t understand why our appointment calendar is never filled and we're not submitting any policies.
It’s easy to see how this can lead to so many agents buying expensive lead lists, or worse, WASTING MONTHS of TIME & MONEY, only to eventually pursue another career. I think we all know someone like this.
But How Can We Avoid This Disappointing, yet Common Outcome?
Willpower isn’t enough, simply doing more of what you're already doing isn’t enough. Even the typical IMO or annuity provider agent training isn’t enough (and trust me, I've done thousands of those trainings).
Because these are all missing one key thing… A REALISTIC TRAINING MODEL FOR SELLING ANNUITIES IN 403(B) & 457 PLANS.
And if you want to truly succeed in the 403(b)/457(b) space and discover how to get past gatekeepers, meet with school teachers and staff, city officials and become one of the top producers at your IMO, then you need to follow…
A system that actually works.
Skip the Hard Part:
Get 25 Years of Experience in Just a Few Hours
It wouldn’t be an exaggeration to say I’ve dedicated almost my entire life to this.
I've spent 25 years training & educating advisors & agents on selling 401(k), 403(b), 457(b), SEP IRA and SIMPLE IRAs plans.
An experienced sales and retirement trainer for Voya Financial, Citibank, Merrill Lynch, National Life Group and more…
And personally trained over 10,000 Independent Agents and Advisors.
I’ve learned a lot, but my goal isn’t to overwhelm you with just text-based information in this course.
Instead, this course is structured to visually show you "how to" plan, prospect and present for new business based off the key concepts I’ve learned over the past 25 years. The instructional videos, quizzes, and assignments, combined with actionable techniques and strategies, help you take your business and career to the next level.
Here's How We'll Do That:
The 1st Tier - STEP Up! Consists of 10 interactive training modules with 52 topics to learn at your own pace to begin earning the commissions you deserve.
Module I:
Welcome to the STEP Program
This comprehensive training is designed to empower independent agents specializing in selling annuities within 403(b) and 457(b) plans, the skills needed to navigate the complexities of reaching decision-makers.
Module II:
Understanding Employer Sponsored Retirement Plans
Provides you with the motivations to why Employers establish different types of retirement plans and why their employees ultimately decide to contribute to them.
Module III: State Pension Plans
Debunking the myth that state pension plans alone are enough to provide lifetime income. I’ll walk you through several state pension resources that will help you use state pensions as a sales tool.
Module IV: 403(b) Basics
If you can’t answer potential questions confidently, you won’t succeed. In this module we cover the foundational knowledge you NEED to know regarding 403(b) plans. In addition, I will walk you through a Third Party Administrators’ (TPA) website to discuss the significance of the Salary Reduction Agreement (SRA).
Module V: 457(b) Basics
If you can’t answer potential questions confidently, you won’t succeed. In this module we cover the foundational knowledge you NEED to know regarding 457(b) plans and the major differences from a 403(b) plan.
Module VI: How to Find Employer Sponsored Retirement Plans
A STEP by STEP walk-thru of a District’s website and other online resources to show you how to gather information for pre-call/email planning.
Module VII:
How to Market to Employer Sponsored Retirement Plans
This module consists of real, live phone calls with District Administration and School staff to uncover techniques to get your foot in the door.
Module VII:
How to Present to Plan Sponsors
With 25 years of meeting with hundreds of Plan Sponsors, I will provide you with insight into how to effectively present to Plan Sponsors either in-person or virtually.
Module IX:
How to Present to Employees
You are provided with proven scripts to overcome objections, discover pain points and strategies to close the sale.
Module X:
How to Cross-Sell IUL Policies in 403(b) and 457(b) Plans
One of the key modules for agents aiming to cross-sell Indexed Universal Life (IUL) policies is understanding the strategies to integrate into comprehensive retirement planning discussions. We will explore various resources that can guide you in identifying additional financial assets and designing personalized strategies to help clients secure their retirement and protect their loved ones.
Bonus Module:
Mastering Objections
Learn how to effectively communicate the value of annuities to employees, navigate gatekeeper challenges and resolve Plan Sponsor concerns. By mastering these strategies, you will build trust, remove barriers and successfully close more business in workplace retirement plans.
Success Stories
William E.
The STEP Bootcamp program guided me through, what I thought was a complex & difficult to understand 403(b) annuity market. This course, especially the "How to cross-sell IUL policies in 403(b) plans," module helped me secure a lucrative IUL policy in 3 months after taking this course. Best business decision so far!
Thanks, Damien.
Nakia R.
I made time to write this testimonial for Damien because his course helped me to land my first benefit fair for a school district. I called for about 2 weeks, to 3 or 4 different schools before I received a reply from anyone.
Damien help me to stay encouraged and not give up. We as AGENTS, are important! He made the course very personal which kept my attention.
Thank you Damien for providing awesome training, scripts, resources and great sales & marketing strategies!
It helps to know we are not alone.
Nakia
David S.
I was feeling overwhelmed and was not able to see my next steps. Damien helped me break down my mental walls, validate my thoughts and direction, and served as a supporting coach. Each module helped me gather my thoughts and focus on what is important.
STEP was just what I needed.
About Your Coach
Damien M. Adams, ChFC®
Hi, I’m Damien!
I have over 25 years of specialized experience in training and selling retirement plans to Fortune 500 companies, local Municipalities, and School Districts and their employees. I’ve trained over 10,000 independent agents, providing them with the tools and strategies to successfully prospect, book appointments and close big annuity policies in the 403(b) and 457(b) plan sectors.
My system works.
As a Financial Advisor and licensed Insurance Agent, one of the biggest challenges I faced was finding a consistent stream of clients. The marketplace was highly competitive, and standing out required a combination of relentless prospecting and creative marketing strategies. The pressure to earn a steady income from commissions added another layer of difficulty, as it took time to build trust and relationships with potential clients.
I’ve been in your shoes.
In speaking with agents that are just starting or a few years into their careers, they feel completely overwhelmed by the complexities of selling annuities & IULs to target markets. They’re unsure how to prioritize their time, what to say to prospects, and worry they’re not starting off on the right foot, to write enough policies to succeed at their Independent Marketing Organization (IMO).
That’s why I created the Sales Training for Employer Plans (STEP) Bootcamp Training Program. This course is a comprehensive solution designed for independent agents who may not be receiving adequate sales training. This Program equips agents with all the tools and resources they need to elevate their business and career to the next level. With a focus on the 403(b) and 457 plan marketplace, the Program includes interactive videos, proven scripts, assignments, quizzes and actionable strategies to help you effectively navigate this specialized space.
STEP Up! STEP Forward! STEP Ahead! to the STEP Bootcamp Training Program!
Best Regards,
Damien
Refund Policy
To be eligible for a refund, you must make a refund request through our customer service team at [email protected] within the applicable time period for your program as set forth below.
Your online access to all program materials is contingent on maintaining good standing in all of our programs for which you have registered. A failure to pay an installment for any program may result in the suspension or termination of your account and access to programs.
Our standard refund policy is an 30 Day, 100% Money-Back Guarantee.
If you don’t love STEP Bootcamp, just email [email protected] during the first 30 days and show us you've watched all the modules, completed each assignment, passed the quizzes and share the reason you believe you are not getting results. We’ll refund 100% of the purchase price.
Choose The Right Option For You
STEP Up!
Complete Lifetime Access to the Program
Lifetime Access to Scripts, 403(b)/457(b) resources, and Assignments
100 general knowledge quiz questions
10 Modules of Course Content
52 Sales Video Lessons
6 months group coaching calls (2x/mo)
Lifetime access to exclusive
community
STEP Bootcamp Completion Certificate
Access to exclusive list of 403(b) plans in 100 mile radius of your residence
Price: $997
ENROLL NOW!STEP Forward!
Complete Lifetime Access to the Program
Lifetime Access to Scripts, 403(b)/457(b) resources, and Assignments
110 general knowledge quiz questions
11 Modules of Course Content
57 Sales Video Lessons
9 months group coaching calls (2x/mo)
Lifetime access to exclusive community
STEP Bootcamp Completion Certificate
Access to exclusive list of 403(b) plans in your resident state
Two 1 on 1 virtual coaching calls with Damien (30 min)
Access to PowerPoint Presentation Templates for Educational Workshops
Free Admission to Regional STEP In-Person! Live Training ($497 Value)
$1,597
(Flexible Payment Options at Checkout)
STEP Ahead!
Complete Lifetime Access to the Program
Lifetime Access to Scripts, 403(b)/457(b) resources, and Assignments
150 general knowledge quiz questions
16 Modules of Course Content
83 Sales Video Lessons
12 months group coaching calls (2x/mo
Lifetime access to exclusive
community
STEP Bootcamp Completion
Certificate
Access to exclusive list of 403(b) plans nationwide.
Four 1 on 1 virtual coaching calls with Damien (45 min)
Access to PowerPoint Presentation Templates for Educational Workshops
Free Admission to Regional STEP In-Person! Live Training ($497 Value)
One Joint Sales Call (In-person visits ONLY in AZ, CA, DMV area, FL, MD, NC, NV, Tri-State area, and TX)