Tracy Lownsberry

Evaluator
DISC Type : cds

Owner at Up North Retirement

Petoskey, Michigan, United States

Overview

Tracy Lownsberry is an annuity expert, Forbes Finance Council member, and founder of Annuity Giants. A top producer, he trains thousands of advisors on ethical, education-based retirement solutions. His unique background includes a degree in criminal justice from Ferris State University and service as a Law Enforcement Officer.

Outside of his professional life, Tracy is an eight-year U. S. Army veteran who now resides in Northern Michigan with his wife, Elizabeth, and their three sons. He prioritizes his faith and family, balancing a busy household with the educational and ethical principles of his business.

Unique fact: Before becoming a leading financial professional, Tracy served as a Special Ops Soldier in the U. S. Army.

Personality Overview

Hard To Convince

Quality Focused

Thorough Evaluator

They are not very likely to become strong advocates of your product or service  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Annuity Education
He founded Annuity Giants to train advisors on solving retirement problems, not just selling products. He emphasizes transparency and has educated over 40, 000 professionals.
Ethical Advising
He is vocal about advisors taking responsibility, criticizing misleading marketing, and has publicly shared his own past professional mistakes to promote transparency.
Retirement Planning
As the owner of Up North Retirement and a Forbes contributor, his focus is on creating guaranteed, predictable income outcomes for clients to ensure financial security.

Media Appearances

Tracy Lownsberry | Owner / Chief Analyst – Up North Retirement (Forbes Council Profile). Featured in Forbes Councils

See Now

Work History

9-2017
Owner at Up North Retirement
9-2017
Founder & Trainer at Annuity Giants

Education

1-2011 - 5-2016
Bachelor of Science - BS from Ferris State University

More Information

Social Presence :

Prographics :

Exp : 8 Location : Petoskey, Michigan, United States Job Level : Leadership Designation : Owner at Up North Retirement
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Insights For Selling To Tracy

During A Call Or A Meeting

DO's

  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Showcase how you can impact results but also make sure that you share detailed information too
  • Showcase your competitive superiority clearly when possible or address it at the minimum

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Avoid too much small talk, just a few formal pleasantries should be fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tracy is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Tracy

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Tracy move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Tracy take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Tracy

Personality Compatibility


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