Retirement Income Annuity Training – Start Your Annuity Training For Agents

Start Your Annuity Training And Marketing Guide Down Below

This sales guide goes over all the steps and processes to sell and enroll clients into a Retirement Income Annuity plan.

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Before You Get Started…

1. Make sure you Have a License in the State Where You Are Marketing In.
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

E&O Coverage Site

What Is The Sales Process Flow?

Down below is a summary of how the Sales Process Flow works. This process will guide new agents from starting the Annuities Training to becoming fully trained Life Sales Agents.

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Needs Analysis & Risk Questionnaire

✓ Ask all the Necessary Questions you need to put together a suitable retirement plan.
✓ Have you insured your IRA? Do you know how to do that? What is the best age to take your Social Security? Do you have a Pension or 401k? When do you plan to start drawing from your 401k?

Needs Analysis & Risk Questionnaire

✓ Ask all the Necessary Questions you need to put together a suitable retirement plan.
✓ Have you insured your IRA? Do you know how to do that? What is the best age to take your Social Security? Do you have a Pension or 401k? When do you plan to start drawing from your 401k?

Meet Your Client

✓ Meet with clients to go over illustrations and comparisons.
✓ Review the selected carrier marketing materials and explain the company plan and benefits.

Meet Your Client

✓ Meet with clients to go over illustrations and comparisons.
✓ Review the selected carrier marketing materials and explain the company plan and benefits.

Suitability Form

✓MOST IMPORTANTLY, COMPLETE THE REQUIRED SUITABILITY Form.

Suitability Form

✓MOST IMPORTANTLY, COMPLETE THE REQUIRED SUITABILITY Form.

New To Retirement Sales?

Start your training today! The Annuity Sales Process guide provides all the steps needed to get your Retirement sales knowledge on the right track.

New To Retirement Sales?

Start your training today! The Annuity Sales Process guide provides all the steps needed to get your Retirement sales knowledge on the right track.

All BenaVest Training

Life and Annuity Carriers

Valuable Retirement Insurance Tools For Agents And Brokers

Valuable tools discussed throughout the Sales Process Flow below.

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Annuity Quick Rollover Guide

Use This PDF To Help Your Clients Achieve Their Retirement Goals. A fixed index annuity provides your clients with continued tax deferral, growth potential based, in part, on the performance of a market index and protection from market risks or losses.

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In-Service Non Hardship Withdrawls

Use This PDF To Look At Different Retirement Investment Choices You Could Pitch To Your Clients. Get In Depth Information On Investments Like Implementing A Direct Rollover To An IRA, Or Special 401(k) Provisions.

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Suitability Form Example

Use This PDF To Take A Look At What The Suitability Form Looks Like And What You Will Have To Fill Out When The Time Comes.

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Financial NEEDS Assessment

Use This PDF To Complete The Financial NEEDS Assessment. Answer Questions Related To Your Financial Goals, Risk Tolerance, And Time Horizon.

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Preserving Your Estate

Use This PDF To Learn More About Fixed Indexed Annuities, Stocks, And Mutual Funds. This Information Will Help You Provide Your Clients With A Safe Retirement Future.

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12 Risks Of Retirement

Use This PDF To Go Over The Risks That Your Clients Will Have To Deal With While Going Through Retirement. Remember To Review Your Clients Insurance Policies, Legal Documents, And Their Assets.

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Annuity Training FAQs

These are some common questions about our training programs.

Q1: What is Annuity Training?

Annuity Training is a specialized educational program designed to equip insurance agents and brokers with the comprehensive knowledge needed to sell annuity products. The training covers the various types of annuities, such as fixed, variable, and indexed, as well as the specific features, benefits, and risks associated with each. It’s an indispensable resource for professionals looking to diversify their product offerings and better serve their clients’ long-term financial planning needs.

Q2: What topics are generally covered in Annuity Training?

Annuity Training is designed to be comprehensive and covers a wide array of topics. These include the fundamentals of annuities, the different types available (fixed, variable, indexed), payout options, tax implications, and the suitability criteria for different client profiles. The training also delves into the legal and ethical considerations involved in selling annuities.

Q3: How can contracting with Benavest benefit me in selling annuities?

Contracting with Benavest provides a host of advantages for agents and brokers interested in selling annuities. Alongside official authorization to sell a diverse range of annuity products, you’ll gain access to Benavest’s extensive resources, including advanced training modules, marketing materials, and ongoing support from a dedicated team of professionals.

Q4: What is the typical duration of an Annuity Training program?

The length of an Annuity Training program can vary based on the depth of the curriculum and the training provider. However, most programs are designed to be completed within a week, offering both online and in-person training options to suit different learning styles.

Get Started Today And Get Your Retirement Income Annuity Training?

Get your training today and start your new journey into the Retirement Income Annuity insurance market

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