Ready to Start Selling Annuities? The Timing Has Never Been Better.
Annuities offer safety, tax-deferred growth, and a guaranteed rate – but knowing how to present them to clients is key.
Join our free 5-week Annuity 101 training series to master the fundamentals and start closing more annuity sales with confidence.
This step-by-step live training series is designed for:
- Med Supp agents looking to cross-sell annuities
- New agents wanting to learn the basics
- Experienced agents sharpening their skills
What You’ll Learn
Week 1 – How to Get Started with Annuity Sales (March 5)
Thinking about selling annuities? Now is the perfect time. Learn how to seamlessly introduce annuities to clients, identify the right prospects, and position annuities as a valuable solution in retirement planning.
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Week 2 – Annuity Basics (March 12)
Annuities don’t have to be complicated. We’ll break down how they work, their key benefits, and the different types available—so you can confidently explain them to clients.
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Week 3 – Product Types: What Fits the Client? (March 19)
Not all annuities are the same. Explore MYGA vs. FIA and discover how to match the right product to your client’s needs.
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Week 4 – Annuities and Client Concerns (March 26)
Clients have questions—do you have the right answers? Learn how to handle objections about liquidity, fees, and market risk, and turn hesitation into sales.
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Week 5 – Review & Next Steps (April 2)
Wrap up with a recap of key takeaways and real-world sales strategies. Learn your next steps for implementing annuity sales successfully.
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