Financial Advisor Advising Couple

Transforming transactions into enduring relationships.

Combining proven language with leading research, dynamic tools and new technology, Trustworthy Selling partners with you to build a more powerful, loyal, and productive distribution.
It will empower your distribution to work smarter and connect more meaningfully with their clients. It will transform their transactions into enduring relationships.

Anchored in LIMRA’s industry-leading research, and combined with field-tested language drawn from the Hoopis Performance Network’s vast network of top producing financial representatives, Trustworthy Selling provides a powerful combination of tools and techniques to benefit your organization through an immersive, interactive learning system.

Quickstart


Financial Representatives just starting out, with less than one year in the business

Professional


Experienced Financial Representatives who have been in the business 1+ years

Multi-line


Multi-line Financial Representatives who need to pivot to the Life and Financial service products

The proof is in the NUMBERS

Over 20,000

financial services sales reps have gone through Trustworthy Selling

20-30%

average lift in productivity

Testimonials

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News & Insights

Soft Skills Gap – New

To make a connection with today’s modern, savvy consumer, financial professionals need to develop specific skill sets to achieve success – especially in a post-Covid world. These are often referred to as “soft skills” and their importance is paramount. Looking at this from the consumer mindset is a great place to begin. According to the MDRT Generational Confidence study, 85 percent of consumers across all generations agree that “It is more difficult to trust advisors today versus 5 years ago.” There is a major trust gap between today’s consumer and the advisor. According to LIMRA, 43 percent of households are [...]

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