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Trustworthy Selling

Get Your Advisors Off to a Quick Start Today!

Trustworthy Selling Quick Start provides new recruits with the skills, language and confidence they need to be productive immediately and sustain that success in today’s market.

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What is Trustworthy Selling?

A Sales Effectiveness Program with Proven Results!

Designed to help financial professionals succeed through:

  • Improve connections with understanding buyer psychology and behavioral economics.
  • Adapt selling style to maximize communication flexibility.
  • Deepen existing client relationships through strategic client management practices.
  • Increase engagement and build stronger relationships through the art of questioning.
  • Obtain high quality favorable introductions with confidence.
  • Integrate the habits and peak performance psychology of top performers.

Proven results and industry recognition:

  • Over 20,000 graduates across the globe.
  • 25+% increases in productivity.
  • Recognized by Selling Power as one of the top sales training companies.
  • ROI Institute’s Top Case Studies of the Year.

We found Trustworthy Selling augmented and complemented much of the training we were already doing. We saw a 17% increase in overall production across both risk and investment products. The program’s focus on advisors understanding the psychology of buyers and the need to increase trust and decrease tension led to greater advisor competence and confidence.

Dave Porter

Dave Porter

Managing Partner, Baystate Financial Services

Proven Paths to Success

Learning Editions for Every Step in an Advisors Journey

Trustworthy Selling offers three proven learning editions for each stage of an Advisors journey.  Each edition provides a powerful combination of tools and techniques to benefit your organization through an immersive, interactive learning system. These additions include Quick Start for new advisors, Professional for experienced advisors and Multiline for property and casualty agents.

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Quick Start

  

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Professional

  

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Multi-Line

This editions is for Financial Representatives just starting out, with less than one year in the business

  

This edition is for Experienced Financial Representatives who have been in the business 1+ years

  

This edition is for the Multi-line Financial Representatives who need to pivot to the Life and Financial service products

Learn More

  

Learn More

  

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The Proof is in the Numbers

25+% Lifts Across the Board

  • Premium
  • P&C productivity
  • Retention
  • Placed
  • Policies
  • Investment Gross Revenue
  • Lives
  • Weekly Net Issued
  • New Clients
  • Production Credits
  • Submitted
  • Conference Credits

Flexible Delivery Models

Flexible delivery models to meet your needs for scalability, customization and execution including blended learning, virtual classroom, and self-study.

 

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This allows for the structure of a classroom combined with online learning.

  

This allows for larger groups to participate in a virtual classroom setting.

  

This solution is great for those who need the flexibility to learn at their own pace.

Reimagined. Redesigned. Trustworthy Selling

What Is Trustworthy Selling?

In this episode of LIMRA Unplugged Lite, Delores Freitag assistant vice president of product innovation & development at LIMRA talks about Trustworthy Selling.

Experience Trustworthy Selling
 

Experience the best kept secret in the financial services industry.

Award-Winning Training

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Trustworthy Selling® is a registered trademark of LL Global Services, Inc., and Hoopis Performance Network.

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Related Resources

Additional Resources

Mutual of Omaha Case Study
Resources for Advisors
Singapore College of Insurance Partnership
What Is Trustworthy Selling?
The Soft Skills Gap: Enhancing the Advisor-Client Experience

Related Research

The Multi-Line Agent Mindset (2019)
Consumer Trust (2009)
Using Behavioral Economics to Sell (2012)
Improving Sales Presentations: Using Choice Architecture to Influence Buying Decisions (2009)
Increase Sales Through Behavioral Economics (2005)
Get Real Already: Authenticating Industry Language (2015)
Future of Advice (2016)
The Purchase Funnel - Tracking Consumers Through the Life Insurance Purchase Process (2017)

Programs

Anti-Money Laundering (AML) Training
NAIC 275 Compliance Courses
Understanding Best Interest: NY Reg 187 for Producers
Recognizing Financial Exploitation
AnnuityXT
Strategic Leadership