Kregg Walisiak

Questioner
DISC Type : c

Owner at True Retirement Income, llc.

Plainfield, Illinois, United States

Overview

Kregg Walisiak is the owner of True Retirement Income, llc. , specializing in strategies that optimize social security and maximize retirement income using annuities. He holds a Retirement Income Certified Professional (RICP) designation. Colleagues describe him as prompt, detail-oriented, and a knowledgeable strategist who builds relationships on trust.

Outside of his professional life, Kregg is a family-oriented individual who is actively involved in his community. He supports local causes, such as fundraising for homeless families in North Carolina, and is involved with F3 Nation, a mens group focused on fitness, fellowship, and faith.

He was the inaugural recipient of the James Brown Award, an honor given for exceptional commitment, hard work, and dedication to success.

Personality Overview

Price-Sensitive

Systematic

Not Easily Convinced

They prefer to analyze every situation thoroughly.
  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Retirement Income Planning
His professional focus is on creating reliable retirement income streams and optimizing social security for clients, backed by his RICP designation.
Annuity Strategies
As a Senior Annuity Specialist and wholesaler, he has deep expertise in annuity products and provides recommendations to financial advisors nationwide.
Advisor Partnerships
A core part of his work involves partnering with financial advisors to provide them with the resources and knowledge needed to grow their business.

Media Appearances

Kregg has no verified media appearances

Work History

7-2021
Owner at True Retirement Income, llc.
8-2019 - 6-2022
Senior Annuity Specialist at Advisors Ignite USA
2-2010 - 5-2018
Seasoned Internal Annuity Wholesaler at Simplicity Scottsdale
7-2008 - 12-2009
Life Insurance and Annuity Sales/Mngmt. at Pedersen Financial Partners, Inc.
2-2007 - 5-2009
Independent Insurance and Annuity Sales at Independent Broker

Education

2012 - 2015
RICP from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 17 Location : Plainfield, Illinois, United States Job Level : N/A Designation : Owner at True Retirement Income, llc.
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Insights For Selling To Kregg

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasise more on facts and measurable benefits

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kregg is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Kregg

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Kregg move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Kregg take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Kregg

Personality Compatibility


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