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Annuities Training For Agents And Brokers

Grab Your Annuities Sales Training And Marketing Guide Down Below

This sales guide goes over all the steps and processes to sell and enroll clients into an Annuity plan.

Before You Get Started…

1. Make Sure To Be Licensed In The State You Are Marketing In

2. Get Contracted With At Least 2 A Rated Carriers

3. Complete The 4 Hour Annuity NAIC Training.

4. Make Sure You Have The Correct Amount Of E&O

Amount of Error and Omission Insurance Needed 1,000,000 / 1,000,000 or Greater + Indexed Annuity Coverage

(Click the button below to find a carrier that our agents recommend)

What Is The Sales Process Flow?

Down below is a brief summary of how the Sales Process Flow works. Using this process can take new agents from starting the Annuities Training to fully trained Life Sales Agents.

Partial Roll Over

If the funds are going to come from a qualified plan (401K/IRA ect) have the client reach out to the plan administrator to check if they have the option to execute a partial roll over.

Partial Roll Over

If the funds are going to come from a qualified plan (401K/IRA ect) have the client reach out to the plan administrator to check if they have the option to execute a partial roll over.

NEEDS Assessment

Complete Financial NEEDS Assessment with Retirement Analyzer Tool.

NEEDS Assessment

Complete Financial NEEDS Assessment with Retirement Analyzer Tool.

Suitability Form

MOST IMPORTANTLY COMPLETE REQUIRED SUITABILITY Form.

Suitability Form

MOST IMPORTANTLY COMPLETE REQUIRED SUITABILITY Form.

New To Retirement Sales?

For the full Ammuity Sales Process guide, use the infographic below. It provides all of the steps needed to get your Retirement sales knowledge on the right track.

New To Retirement Sales?

For the full Ammuity Sales Process guide, use the infographic below. It provides all of the steps needed to get your Retirement sales knowledge on the right track.

Valuable ACA Training & Agent Tools

Valuable tools discussed throughout the Sales Process Flow. There are also tools listed that we offer ACA Insurance Agents to benefit their time and efforts within OEP time constraints.

Annuity Quick Rollover Guide

Use This PDF To Help Your Clients Achieve Their Retirement Goals. A fixed index annuity provides your clients with continued tax deferral, growth potential based, in part, on the performance of a market index and protection from market risks or losses.

In-Service Non Hardship Withdrawls

Use This PDF To Look At Different Retirement Investment Choices You Could Pitch To Your Clients. Get In Depth Information On Investments Like Implementing A Direct Rollover To An IRA, Or Special 401(k) Provisions.

Suitability Form Example

Use This PDF To Take A Look At What The Suitability Form Looks Like And What You Will Have To Fill Out When The Time Comes.

Financial NEEDS Assessment

Use This PDF To Complete The Financial NEEDS Assessment. Answer Questions Related To Your Financial Goals, Risk Tolerance, And Time Horizon.

Preserving Your Estate

Use This PDF To Learn More About Fixed Indexed Annuities, Stocks, And Mutual Funds. This Information Will Help You Provide Your Clients With A Safe Retirement Future.

12 Risks Of Retirement

Use This PDF To Go Over The Risks That Your Clients Will Have To Deal With While Going Through Retirement. Remember To Review Your Clients Insurance Policies, Legal Documents, And Their Assets.

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