--- title: Retirement Appointments Training 8 - Additional Resources --- [Skip to content](https://support.revenx.com/retirement-appointments-training-8#main-content) [![Revenx - Logo - Tapered _VFinalAsset 23@4x](https://support.revenx.com/hs-fs/hubfs/Revenx%20-%20Logo%20-%20Tapered%20_VFinalAsset%2023@4x.png?width=1402&height=447&name=Revenx%20-%20Logo%20-%20Tapered%20_VFinalAsset%2023@4x.png "Revenx - Logo - Tapered _VFinalAsset 23@4x")](http://revenx.com) - [Home](https://support.revenx.com) - [About](https://support.revenx.com/about) - [Blog](https://support.revenx.com/news-updates) - [Careers](https://support.revenx.com/careers) - Pricing - [Marketing Services Pricing](https://support.revenx.com/pricing) - [Retirement Appointment Pricing](https://support.revenx.com/retirement-pricing) - Services - [Retirement Appointments](https://support.revenx.com/revenx-appointments-2) - [Marketing Services](https://support.revenx.com/services) [Purchase Theme](https://support.revenx.com/retirement-appointments-training-8#main-content) [Contact Us](https://support.revenx.com/contact?hsLang=en) # Additional Resources ### Additional Links [https://www.teacherpensions.org/states](https://www.teacherpensions.org/states) - Check this out for information on Teachers and Professors ### Software Recommendation One software our agents have found very useful is: [https://retireready.com/](https://retireready.com/) And here's a link to grab a time with Ken: [https://calendly.com/ken-retireready/trak-online\_intro](https://calendly.com/ken-retireready/trak-online_intro) Below is one of their videos that goes over how this software works really well for state and federal employees: ### Weekly Recorded Trainings 16 August 2023 - Jay Video [Download Retirement Income Optimization Plan](https://support.revenx.com/hubfs/Retirement%20Income%20Optimization%20Plan.pdf?hsLang=en) [Download Quick Compare](https://support.revenx.com/hubfs/QuickCompare.xlsm?hsLang=en) 16 August 2023 9 August 2023 2 August 2023 26 July 2023 19 July 2023 12 July 2023 14 June 2023 - Where 99% of state specific questions are answered 0:08 - The most valuable points in a conversation are the basics - 9:04 - Example Case - 26:54 24 May 2023 - Trac Example 0:08 - Adding the spouse - 13:38 - 4 Points to know to use with Trac - 25:00 - Is this for state or Federal? - 32:30 3 May 2023 - Most Important Part of the appointment 0:08 - I've changed my mind - 16:41 - Don't get technical - 23:50 - 4 Ways to bridge a gap - 25:15 26 April 2023 - Basic Script - Why agents aren't successful 0:50 - "Buying Back Time" 6:37 - How to overcome the income gap 11:43 - Crucial point on closing - 18:21 - Example Case - 31:40 12 April 2023 - Why people don't answer and what to do 0:07 - Ghosting of prospects 3:22 - How do the appointments get booked 14:23 - Using Track in the sales process- 19:57 5 April 2023 - Bob sharing a few cases 2:18 - Flow of appointments 7:19 - Pushing the second appointment 20:04 - Getting the statement for the second appointment - 22:45 - Using emotions in sales 28:47 22 March 2023 - How and Why to create uncertainty 2:10 - Why you're not closing your big cases 3:27 - How to handle the objection that you're not with the state/university 6:22 - How to handle the first call with federal appointments - 35:57 - How to calculate the pension lumps of payment for somebody that wants to take the lumps off? 28:30 8 March 2023 - Difference between state and Federal appointments 2:40 - What happens when an employee contributes to 2 plans when they retire? 9:22 - What is the expectation from prospects when they book?  19:20 - How to handle the first call with federal appointments - 35:57 - How to calculate the pension lumps of payment for somebody that wants to take the lumps off? 28:30 5 March 2023 - Why not using an illustration has worked really well   2:52 - 3 Types of Investments   5:40 - How to do the discovery?  18:21 - What is the expectation from prospects when they book?  24:29 - How to calculate the pension lumps of payment for somebody that wants to take the lumps off? 28:30 ## Training Menu - [Registration and Setup](https://support.revenx.com/retirement-appointments-training-1-onboarding) - [First Call](https://support.revenx.com/retirement-appointments-training-2-first-call-fact-finding) - [Sample Calls](https://support.revenx.com/retirement-appointments-training-3-sample-calls) - [Additional Training](https://support.revenx.com/retirement-appointments-training-4-additional-training) - [Troubleshooting](https://support.revenx.com/retirement-appointments-training-5-troubleshooting) - [Pension Resources](https://support.revenx.com/retirement-appointments-training-6-pension-resources) - [State Specific Training](https://support.revenx.com/retirement-appointments-training-7-state-specific-pension-training) - [Additional Resources](https://support.revenx.com/retirement-appointments-training-8) © 2022 Revenx [![Revenx - Logo - Tapered _VFinalAsset 23@4x](https://support.revenx.com/hs-fs/hubfs/Revenx%20-%20Logo%20-%20Tapered%20_VFinalAsset%2023@4x.png?width=235&height=75&name=Revenx%20-%20Logo%20-%20Tapered%20_VFinalAsset%2023@4x.png "Revenx - Logo - Tapered _VFinalAsset 23@4x")](http://revenx.com) [![Visit facebook](https://f.hubspotusercontent10.net/hubfs/8768169/Elements/Theme/icons/social/facebook.svg)](https://www.facebook.com/) [![Visit linkedin](https://f.hubspotusercontent10.net/hubfs/8768169/Elements/Theme/icons/social/linkedin.svg)](http://www.linkedin.com/)