2026 Is Setting Up to Be a Big Annuity Year — and Elevate Is a Major Reason Why

As we get into 2026, I just want to take a moment to say that this is shaping up to be a very strong year for annuity production. We’re already seeing the early indicators — consumer uncertainty is running high, demand for guarantees, and agents who are prepared continuing to win business. That said, I want to spend most of this note talking about something we’re extremely excited about — our Elevate annuity seminar program.

Elevate is a no-dinner, education-only workshop model that’s built around clear expectations, in-person training, and full coaching support. These are not meal events — there’s no dinner served, just bottled water — and the focus stays exactly where it should be: education and appointments.

Here’s what we’re seeing from agents running this system:

• Average annuity premium per campaign around $800,000
• 75%–80% appointment-setting ratios per seminar
• A process that is repeatable, scalable, and teachable

The training itself is a two-day, in-person experience, taught directly by a producer who has done over $50 million a year and made the decision to help other agents replicate his exact process. Nothing theoretical. Every step is taught in person — from workshops, to first appointments, to second appointments — exactly as he runs them.
Agents who qualify are enrolled at no charge into a 501(c)(3) nonprofit that helps facilitate:

• Seminar room booking
• Meeting setup
• Campaign logistics

In addition to the live training, Elevate includes:

• Weekly coaching calls with the $50M producer and other active Elevate agents
• Open discussions around what’s working, what’s not, wins, and failures
• A 24/7 web portal with:
  • Recorded actual seminars
  • Full first and second appointment videos
  • Verbatim scripts for workshops and appointments

This is the most complete seminar system we’ve ever seen — and frankly, the best we’ve ever been involved with.

A couple of important things I want to be very clear about:

• This program does not replace or take away from our proven in-house annuity lead program. That program is still strong, still producing, and still very much a core part of what we do.
• Elevate is simply another powerful option for agents who want to build annuity production through workshops and education.

Seats are limited; territories are limited — and that’s not a gimmick. We’ve got something special here, and we want the right agents in the room. If you’d like to learn more or see if you qualify, give us a call or send us an email and we’ll walk through it together.

P.S. Don’t forget — we also offer a quarterly agent bonus incentive plan, where the more annuity business you write, the more we pay. Strong production is rewarded here, and we want our top producers sharing in that success.

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​Until Next Time – Good Selling! 

​Joseph R. Ohlson, LUTCF
President
1-877-844-0900
[email protected]