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…
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)
2021 ACA All Carrier Summit
Hey Agents, check out why all of our Major Partner ACA Carriers are saying BenaVest is one of the best National ACA FMO’s out there. During the ACA Virtual Summit you will get a sneak peek of all of the Amazing Marketing Options that BenaVest has to offer at ZERO cost to the Agent, you will see We are a TRUSTED ACA FMO by the Largest ACA Carriers and the carriers go over all of the New 2021 Carrier Plans and Programs We look for long-lasting fruitful Partnership with Independent Agents!
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
Partial Roll Over
NEEDS Assessment
NEEDS Assessment
Suitability Form
Suitability Form
New To Retirement Sales?
New To Retirement Sales?
Valuable Retirement Insurance Tools For Agents And Brokers
Valuable tools discussed throughout the Sales Process Flow below.