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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

AIG contracting
american national contracting
Assurity contracting
the baltimore life contracting
Fidelity contracting
Great Western contracting
Great Western contracting
National Life Group contracting
Nassau Re contracting
Oxford contracting
Royal Arcanum contracting
Security National contracting
Transamerica Contracting
American Amicable contracting
Americo Contracting
Athene contracting
Athene contracting
Foresters contracting
Guggenheim contracting
Mutual of Omaha Contracting
National western contracting
Great Western contracting
Prosperity contracting
Royal Neighbors contracting
Foresters contracting
Great Western contracting
Anthem contracting
Ameritas contracting
Atlantic Coast life contracting
EquiTrust contracting
Gerber contracting
John Hancock contracting
Nassau Re contracting
Nationwide contracting
Voya contracting
Protective contracting
Sagicor contracting
Sagicor contracting

Valuable Retirement Insurance Tools For Agents And Brokers

Valuable tools discussed throughout the Sales Process Flow below.

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.
View PDF

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.
View PDF

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.
View PDF

Financial NEEDS Assessment

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

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.
View PDF

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.
View PDF

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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