Instructor

Ryan Polimeni

Ryan Polimeni is one of the financial worlds premier leaders in training and coaching. As the CEO of Polimeni Tax & Financial Group, LLC , Top Rank Advisors, LLC and Agents Edge Marketing, LLC, Ryan has developed a skill set to take any financial professional to the next level of their career, regardless of where they are today. Ryan built his brokerage firm, Top Rank Advisors into a $20,000,000 company in less than 18 months by using his proven strategies and training system. Ryan has helped countless people reach a multi-six figure income in the financial world by teaching them how to implement a simple and scale-able business model guaranteed to bring success. See what Ryan can do for your business today!

Course curriculum

  • 1

    Welcome to the course!

    • How to use this course

    • Level Up Overview
  • 2

    Mastering the Basics

    • Annuity Basics 101

    • Understanding LIBR

    • Understanding Indexing

    • Uncovering Annuity Money

    • Uncovering Annuities & IUL's Selling MP & FX

    • Uncovering IUL Money

    • Uncovering LTC Money

    • Using The Level Up Fact Finder
  • 3

    Advanced Marketing

    • Building your office Infrastructure

    • Understanding Seminar Types

    • Setting Up a Seminar

    • How to Conduct a Seminar
  • 4

    The Sales Process

    • First appointment

    • Case Designing 101

    • The Second appointment

    • Level Up Summary

    • Personal Financial and Estate Inventory
  • 5

    Mastering Social Security

    • Conducting a Social Security Seminar

    • The First Appointment

    • The Second Appointment