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Training
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The most successful people are perpetual students; and at Tucker Advisory Group, 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 website or talk to your Business Development Team. |
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Marketing Machine Academy Even the best agents must continue to improve or they’ll get left in the dust. Designed for agents who want to see two to five appointments daily, TAG’s Marketing Machine Academy is growing current multi-million-dollar practices by 100% and more. In this two-day workshop, you will receive expert instruction that will teach you how to both develop your personal marketing strategy, as well as capitalize on it. Marketing Machine Academy keeps you ahead of the competition with proven techniques tested right here at TAG with our In-House Sales Team. |
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Iron Sharpening Iron Academy If you want to push yourself beyond your comfort zone to reach the success you’ve always imagined, then the Iron Sharpening Iron Academy is for you. This training event is designed for advanced training for our agents, with higher-level learning. Iron Sharpening Iron allows those in attendance to progress past the basics of product knowledge and sales tactics and into the domain of commanding presence, mastery of one-on-one presentations, adeptness at finding what the client needs and the expertise to close the sale. |
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Life Insurance Academy Making more money is a realistic goal when you add life insurance into your current practice. Life Insurance Academy was created to ensure you know all that you need to know to sell life insurance to your prospective and existing clients, increasing your production and, in turn, increasing your income. At TAG’s Life Insurance Academy you will master the various forms of life insurance, discovering where your opportunity lies. |
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RIA Academy
Consumers are demanding more from their financial planners, and you need to be prepared. The ever-changing landscape in the financial industry is what sparked the idea for TAG’s RIA Academy, making sure to provide our agents with all of the tools needed in order to accept the challenge presented. Providing comprehensive asset management services will provide you with the opportunity to meet with more prospects, close more sales and always be a step ahead of what your competitors are doing. Learn how to do it all at RIA Academy. |
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TAGinars Because flying to Denver for all of the monthly academies TAG offers probably isn’t an option, we offer training via webinars so you can watch from the comfort of your home or office, continuously progressing your training. Our monthly webinars, or TAGinars as we call them, were developed to keep our agents in the know of all the newest marketing and sales ideas that TAG has available. Run by Karlan Tucker and the very best of his staff, you can count on hearing essential information that will give you the knowledge to immediately impact your practice. As a TAG agent, you will be invited to join us each month for our featured TAGinar. |
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Carrier Training Forums
An all-expense-paid trip to the biggest indexed annuity carriers, personal training from Karlan Tucker and a chance to get to know the insurance company you send your business to - sound interesting? It will be. This opportunity is limited and of great value, offering our agents insight into American Equity, Allianz, Great American and North American which other agents can’t get. |
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Point of Sale Tools
Imagine walking into an appointment and pulling out a leather-bound binder that does the talking and selling for you. With Karlan’s Point of Sale Tools, you’ll be able to do just that. After more than 5,000 interviews with baby boomers throughout his thriving career, Karlan has polished his sales presentation and gives it to our agents. Karlan and TAG’s In-House Sales Team continue to update and perfect the sales process; and as they do, you will be sure to receive each new update along with audio and video tutorials showing you exactly how to use these tools during your appointments. |
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Tucker Tips
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 advisors tell us that they credit their last sale to the idea they learned from a Tucker Tip. Many advisors 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. |
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Articles
We've collected the best third-party articles we can find to help educate and provide unbiased support of the sales process. Also, don't miss our own contributions from Karlan and the rest of the team. As a contracted TAG agent, you’ll have access to these resources through our website, as well as will receive frequent emails with current, timely articles. |
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Academy On Wheels
Attend Academy On Wheels without even leaving your car. Every day agents drive to and from appointments and miss the 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? TAG 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 TAG’s In-House Sales Team. |
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TAG Juice
The culmination of ideas which our Senior Business Developers collect from agents every day are filtered into a "best of the best" email each week in TAG Juice. Serving as a weekly communication to give you the advantage of hearing from hundreds of agents from around the country, TAG Juice is a quick resource to keep you updated on industry trends, sales ideas, marketing strategies, breaking news and more. TAG Juice is just the idea-rich supplement your practice needs to be healthy and strong. |
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TAG Tube If you're anything like Karlan, you want quick updates that give you the gist of what's happening without taking a lot of time. TAG Tube is a weekly, short video that allows us to share a quick marketing or sales idea in a quick bite. There's no reading or waiting involved, just the quickest way for you to know how to move your practice forward. |
If you have any questions about TAG's training, please contact us 303.734.1234. |
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