How To Sell Annuities.

Updated on 31 May 2023
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How To Sell Annuities?

Annuities Training For Agents And Brokers

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

Getting Started

Download Sales Process Flow Training

Before You Get Started…

Make Sure To Be Licensed In The State You Are Marketing In
Get Contracted With At Least 2 A Rated Carriers
Complete The 4 Hour Annuity NAIC Training.
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?

Below, you will find a concise overview that outlines the functioning of the Sales Process Flow. By following this process, new agents can progress from the initial Annuities Training to becoming fully trained Life Sales Agents. Embracing this systematic approach enables agents to effectively navigate their training journey, acquiring the knowledge and skills necessary to excel in selling life insurance, including annuities. Download Sales Process Flow Training

Partial Roll Over

If the funds are going to come from a qualified plan (401K/IRA ect) have the client reach out to the plan administrator to check if they have the option to execute a partial roll over.

NEEDS Assessment

Perform a comprehensive assessment of financial needs using the Retirement Analyzer Tool.

Suitability Form

Above all, ensure that you fulfill the essential requirement of completing the necessary Suitability Form.

New To Retirement Sales?

To access the comprehensive guide on the Annuity Sales Process, refer to the accompanying infographic below. This invaluable resource presents a step-by-step framework that will set your Retirement sales knowledge on the right track. By utilizing this guide, you will gain a thorough understanding of the essential steps required to succeed in selling annuities and navigating the retirement market.