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Annuity Success Training

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Here's What You Get:

Part 1) Annuity Concepts

Introduction to Annuities
MYGA - SPIA - Fixed Annuities
Fixed Indexed Annuities
Caps - Spreads - Participation Rates
Product Fees - Rider Fees - Surrender Fees

Part 2) Annuity Products

Carriers and Ratings
IRA - ROTH - Non-Qualified Plans
Growth Annuities
BONUS Annuities
Income Annuities
NEW - Long Term Care Products

Part 3) Annuity Sales Training

Sales Concepts + Sales Scripts
How to Pick the Right Annuity for Your Client
Reading and Pitching Illustrations
Initial Call Guide + Annuity Fact Finder

Part 4) Annuity Paperwork

Suitability Rules
Firelight E-App Software Training
Wet Signature Procedures
E-Signature Procedures

Plus You Get

Selling Annuities on Zoom Calls

+

How to Find Annuity Leads on LinkedIn

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