From Captive Agent to annuity Leader: Tracy Lownsberry on Scaling Education-Driven Sales

Insurtechs.io

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.

-----------------------------

Thank you to our sponsors:

Traq AI!

To schedule a demo with Traq AI today -- https://calendly.com/traq/traq-ai-introduction-for-insuretechs-io

Mav

Sign up today to claim your exclusive offer: https://hiremav.com/insurtechs

Who said insurance isn’t sexy? Prove ‘em wrong – grab your merch today!

https://insurtechs-2.creator-spring.com

Follow Insurtechs.io :

https://www.linkedin.com/company/insurtechs/

https://www.youtube.com/@insurtechs

https://x.com/Insurtechs_io

https://www.instagram.com/insurtechs/

https://www.facebook.com/Insurtechs/

https://www.tiktok.com/@insurtechs

Listen to the Pod :

Apple Podcast - https://podcasts.apple.com/us/podcast/insurtechs-io/id1775588982

Spotify - https://open.spotify.com/show/2jAGcKCT2v6rdWea3nvrYh

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/

-----------------------------

Disclaimer: Some of the links in this video description are affiliate links. This means that if you click on one of the links and make a purchase, we may receive a small commission at no additional cost to you. Your support helps us create more content, and we truly appreciate it! Thank you for watching!