In this powerful episode, host Jeff Shi sits down with Tracy Lownsberry to unpack his evolution from a captive insurance agent to the founder of the largest social media community for annuity professionals. Tracy shares how his early experiences shaped a deeper commitment to transparency, education-based sales, and doing business the right way. He dives into building Annuity Giants Agents Academy, a subscription-based training model that’s reshaping how agents and advisors learn about annuity sales — without the usual recruiting strings attached.
Tracy opens up about leveraging AI and CRM tools to scale his practice, the philosophy behind designing optimized lead funnels via Facebook and social platforms, and why his community-driven approach is gaining traction. He also discusses what sets top-performing annuity advisors apart in 2024, how his team builds sustainable virtual businesses, and why ethical product recommendations matter more than ever.
Whether you're an aspiring insurance agent, a seasoned annuity advisor, or a financial services leader exploring scalable growth strategies, this episode delivers unmatched value on building legacy, mastering annuity solutions, and optimizing the sales journey through real education and purpose.
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Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982
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Pandora - https://www.pandora.com/podcast/insurtechsio/PC:1001094614
Jeff Shi :
https://www.linkedin.com/in/jeffshiva/
Tracy Lownsberry :
https://www.linkedin.com/in/tracy-lownsberry/
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