The Wise Intensive
Turn every Medicare client into multiple revenue opportunities — a day and a half of live, hands-on training with annuity experts from Heartland Financial Group.
Limited seats — held for licensed agents. VIP dinner by invitation.
You've already done the hard part.
You've built a book of Medicare clients who know you and trust you. That trust is the hardest thing to earn in this business — and you've earned it.
But many of those clients are asking questions about retirement income, protecting their savings, and leaving money to their family. When you can't answer those questions, someone else gets the opportunity — and the commission.
It's not a skill problem. No one ever taught you how to have that conversation with confidence. That's exactly what these two days are built to fix.
A day and a half. Three outcomes.
Master Annuities
Understand annuities well enough to present them with real confidence — straight from Heartland's experts.
Practice the Pitch
Live role-play, real scripts, and objection handling. You'll say the words out loud, not just hear them.
Grow Your Income
Walk out of every Medicare review with more opportunities than you walked in with.
Learn the products. Then practice selling them.
Master the Products
- The retirement income opportunity
- Annuity fundamentals
- Suitability & compliance
- Positioning annuities with Medicare clients
- Real case studies & live demonstrations
- Q&A with Heartland's annuity experts
Practice & Grow
- The cross-selling masterclass
- Spotting annuity opportunities in reviews
- Introducing the conversation naturally
- Live role-play & real scripts
- Objection handling that works
- Cross-selling life into your Medicare book
Learn from people who do this every day.
Wise Partners
Heartland Financial Group
Heartland Financial Group
An exclusive VIP dinner.
After the training wraps, we're closing the event with a private dinner personally prepared for our VIP guests. An intimate evening seated with Heartland leadership, Wise Partners leadership, and top-producing agents. Great food, great conversations, great relationships.