Sell Your First Annuity With Confidence

You Don't Have to Learn Annuities Alone

Many Medicare agents know they're missing annuity opportunities but aren't sure where to begin. They worry about recommending the right product, navigating the application process, or simply don't have someone to call when questions come up.

That's why we created the Annuity Mentorship Program.

Instead of trying to figure everything out on your own, you'll have access to experienced annuity professionals who can guide you through your first cases. Whether you're preparing for your first annuity conversation or working through your first application, you'll have knowledgeable support every step of the way.

Who This Is For

This program is designed for agents who:

• Primarily sell Medicare Supplement or Medicare Advantage plans
• Want to begin offering fixed annuities
• Have little or no annuity experience
• Want guidance on real client opportunities
• Prefer learning through real-world experience instead of hours of training

What You'll Get

Depending on your experience and goals, you'll work with Kirk Sarff or one of our experienced annuity professionals to:

• Identify annuity opportunities within your existing client base
• Review client situations and goals
• Recommend appropriate fixed annuity products
• Explain product features and strategies
• Assist with illustrations and paperwork
• Answer questions throughout the process
• Guide you through submitting your first annuity cases

The goal isn't simply to place one case. It's to help you develop the confidence and experience to make annuities a natural part of your business.

What Happens After You Schedule

Getting started is simple.

1. Schedule a conversation with Kirk.
2. Discuss your business, your experience, and your goals.
3. Review any current annuity opportunities you have.
4. If the program is a good fit, Kirk will connect you with the appropriate member of our annuity team for ongoing guidance and case support.
5. Begin building the knowledge and confidence to place your first annuity case.

There's no pressure and no obligation. It's simply an opportunity to learn how New Horizons can help you expand your business.

Meet Kirk Sarff

As New Horizons' Annuity Sales Director, Kirk oversees the Annuity Mentorship Program and helps agents get started with annuity sales.

During your initial conversation, he'll learn about your business, answer your questions, and determine the best path forward. Depending on your needs, you may continue working with Kirk or be paired with one of our experienced annuity professionals for ongoing case guidance and support.

Our goal is simple: help you gain the confidence to begin writing annuities successfully.