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.
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)
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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.
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.
Annuity Quick Rollover Guide
In-Service Non Hardship Withdrawls
Suitability Form Example
Financial NEEDS Assessment
Preserving Your Estate
12 Risks Of Retirement
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