ANNUITY TRAINING

Annuity training presentations and web-seminars

Product knowledge you can put to work. Our annuity training library covers income planning, indexing strategy, and immediate income, plus client-ready presentations you can run in front of prospects.

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01 · UPCOMING WEB-SEMINARS

Sessions in production

These annuity training sessions are on the way. Reach out and we will make sure you are on the list the moment each one goes live.

IP Income Planning with FIAs and Guaranteed Lifetime Income

How fixed indexed annuities build guaranteed lifetime income into a retirement plan. Ask the annuity desk to send it.

AG American General Introduces Look Back Global Indexing

A walk through American General's Look Back global indexing approach and how it credits interest. Ask the annuity desk to send it.

WC West Coast Life Rated SPIAs Made Easy

Single premium immediate annuities from West Coast Life, including rated SPIAs, explained in plain terms. Ask the annuity desk to send it.

Request from the annuity desk Web-seminar format Annuity focused

02 · CLIENT PRESENTATIONS

Presentations built for the kitchen table

Beyond the training sessions, we are assembling annuity client presentations you can run directly in front of prospects.

CP Annuity Client Presentations

Client-ready material that turns annuity concepts into a clear, sit-down conversation. Ask the annuity desk to send it.

Ready to put annuity training to work?

Get contracted with Brokers Alliance and we will keep you first in line for every session and presentation as it releases. Independently owned since 1982, Fountain Hills, Arizona. Call (866) 872-9394.

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