Get free access to comprehensive annuity training, sales materials, and marketing assets. Whether you want to brush up on your annuity education or you’ve never sold an annuity before, there’s something in the Annuity Sales Training Hub for you.


  • Annuity training videos: watch training videos including presentations about determining product fit, client concerns, and more – new videos added regularly.
  • How to sell annuities e-book: all the info you need to get started in annuity sales – types of annuities, contracting, conversation starters, client objections, and more.
  • Annuity funding cheat sheet: a handy one-pager that helps you remember the many ways your client can fund an annuity (and how it should be done – 1035 exchange, client writes a check, etc.).
  • Bank CD vs fixed annuity client handout: a beautifully designed flyer that clearly helps a client compare a CD vs a fixed annuity. We can customize this with your logo and contact information if you’re a contracted agent with us.
  • Annuity Awareness Social Media Assets: generate awareness of annuity products with these Facebook and LinkedIn images and posts. Plus, utilize the guides to help you get set on social media if you aren't already!
  • Article vault: Quick access to all of our annuity articles, including our quarterly annuity updates, annuity statement examples, product guides, and so much more.

Get unlimited access to the Annuity Sales Training Hub: