Annuity Mentorship Program
Earn While You Learn — Expert Support for Agents Ready to Grow
The Annuity Mentorship Program is designed for insurance agents who want to enter the annuity market with confidence. Whether you’re brand new to annuities or simply not comfortable discussing retirement assets yet, this program gives you the tools, support, and hands-on experience you need—without risking your client relationships.
The program pairs you with an experienced annuity specialist who helps you handle real client opportunities. You bring the relationship; our expert guides the conversation, identifies the right solution, and completes the application.
Who This Program Is For
- Agents new to annuities
- Medicare and life agents with untapped client opportunities
- Agents who want to expand revenue without navigating annuity complexities alone
- Anyone who wants real, hands-on guidance—not just self-study
How It Works
Identify an Opportunity
Use a simple Client Needs Assessment to uncover rollover prospects, maturing CDs, retirement accounts, or clients seeking safer alternatives to the market.
Get Contracted
We help you select 2–3 recommended annuity carriers and complete contracting through our fast online system.
Partner With an Expert
You introduce your client to one of our licensed annuity specialists. Calls can be done together via phone or Zoom, allowing you to observe and learn the process.
Write the Case Together
Your expert handles the needs analysis, product selection, and application while you remain involved at your comfort level.
Earn While You Learn
Commission is split 50/50—providing meaningful income while giving you on‑the‑job training with real clients.
Build Confidence & Independence
The Annuity Mentorship Program isn’t just about writing business—it’s about building your long‑term confidence and capability. As you work alongside an experienced annuity specialist, you gain real‑world exposure to the questions, conversations, and product decisions that lead to successful cases. Over time, you’ll naturally begin to understand how to identify opportunities, position solutions, and guide clients through the process yourself.
Once you feel fully comfortable, you can step out of the mentorship and begin writing annuities independently. At that point, you’ll keep 100% of the commission while applying everything you’ve learned. Many agents find that after just a few cases, they’re ready to take the lead—and the program is designed to help you reach that point at your own pace.
With the right support and hands‑on experience, you’ll quickly evolve into a confident, capable producer who can offer valuable retirement solutions to every client you serve.
Get Started Today
To begin, simply fill out the form below to be connected with Kirk Sarff, Director of Life Insurance and Annuity Sales, and enroll in the program.
Interested in learning more about annuity sales? Check out our complete guide on Selling Annuities In the Senior Market. Everything you ever wanted or needed to know about senior market annuity sales is right here. From annuity basics to paperwork and forms, it's all in that article.
