SEMINAR TRAINING
​OBJECTIVE - Learn how we achieved a ​60% response rate with our TAX SEMINAR by using this process. We will show you over the next four weeks how you can achieve these same results.
January 2026 Training
(Tuesday at 9 am CST)
Seminar Training Agenda
  • MAIN
  • Seminar #1
  • Seminar #2
  • Seminar #3
  • Seminar #4
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ANNUITY TRAINING
  • Meeting #1 - Creating success before the seminar
  • Meeting #2 - The importance of an OPEN and a CLOSE
  • Meeting #3 - Explaining the slides and strategies
  • Meeting #4 - Converting interest into sales after the seminar
​Before the Meeting
​
HOW TO CREATE SUCCESS BEFORE YOU START
  • The Location
  • The Advertising
  • The slides that trigger
  • The Forms to convert
  • The calls before the event
​Opening and Closing

​The Opening​
  • Why the client does not care about who you are - YET
  • What the client needs from you during the opening
    • What's New
    • Address Pain Points
    • Complelling Story
    • Share a big win
​
​The Closing
Set the stage to create action
  • What happens if they do nothing (Fear)
    • End of year tax expiration
    • Cost of doing nothing
  • What will they get by asking for help (Greed)
    • Retirement Analyzer
    • ROTH Conversion
​Will you rip up $100
Slides and Strategies
  • The tax slides we use
  • How to position yourself in the process
  • How to get the client to connect with you
  • ​How to get the client to engage with action
  • Working the room
  • The Power of Q&A
After the Seminar

Post-Serminar Follow-up and Engagement
​Booked Appointments
  • How to engage the client afterwards
  • The value of a Questionnaire
  • The Annuity Sales Process

​Unbooked Appointments
  • ​How to call (Hook and Value)
  • Key Slides / Strategies
  • Retirement Analyzer Software
  • Offer your Seminar Recording
    • Emailing a YouTube Link is okay
    • ​A landing page is best
    • ​Offer a book if they book ​
Automation / Tracking 
  • Seminar Funnel Recording
  • Emails​ Tracking
  • Spreadsheet Tracking​
BECOME AN EXPERT...
Master the Art of Financial Seminars
​Frank Maselli
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ANNUITY RESOURCES
  • Tax Seminar (Video) and Tax Seminar (Slides)
  • Tax Seminar (Flyer)
  • Client Questionnaire (PDF / Word)
  • Seminar Planning Guide (PDF)​
​
We are experts on Retirement and Tax Planning Strategies.

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We appreciate your Online Review!
Birdseye Financial Services
​136 Hillside Drive E
Burleson, TX 76028

​Client Resources
Main # 360-722-7889
Texas # 817-717-1487
Fax #425-412-6865

​[email protected]
birdseyefinancial.com

Business Tax Mitigation for Business Owners
CLICK TO READ OUR FULL DISCLOSURE
The information contained herein: (1) is proprietary to Birdseye Financial Group and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Any information herein about providers, speakers, and services does not constitute a recommendation or endorsement. This material is not to be distributed without the express written consent of Birdseye Financial. Regarding your financial situation, you should consult with a financial professional before acting on specific actions or suggestions given. For legal or tax advice, you should contact your qualified attorney or CPA. Insurance and tax planning services are offered through Birdseye Financial. Investing involves risk, including the potential loss of principal. No market investment strategy can guarantee a profit or protect against loss during declining values. ​Fiduciary Investment Advisory Services are offered through Simplicity Asset Management, an SEC-registered investment Advisor. Registration does not denote any level of skill or qualification.

MEDICARE MANDATORY DISCLAIMER
“We may not offer every plan available in your area. ​Please get in touch with Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all your options.” All calls regarding Medicare may be recorded by phone or online, and a SCOPE of appointment required by Medicare will be obtained 48 hours before any sales meeting to discuss plan details. (NOTE - The organizations and plans can vary by state and county; we can validate these numbers upon request.)

State Licenses
LICENSES: AZ #7101306, CA #4140429, FL #W825259, GA #3621424, ID #863617, KS #7101306, MA #2176921, NV#3879853, NC #7101306, OK #3001663224, OR #7101306, TX #2695866, WA #190780. Note that in California, our DBA is Birdseye Financial and Insurance Services. The current license status may increase or decrease without being updated on this site. ​If you have any questions, please don't hesitate to ask.

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