ANNUITY 101 · TRAINING PROGRAM

Annuity sales made easy

Answers to every question you have ever had about marketing annuities to your clients. The materials, the training, and the tools to put annuities where they belong ... at the center of a sound retirement plan.

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01 · THE PROGRAM

Boot camp for annuity sales

Annuity 101 is intensive in the short term and rewarding for the long run. You come out of it able to explain annuities plainly, handle the questions clients actually ask, and connect each client with the annuity that fits.

Intensive in the short term Rewarding for the long run Indexed and variable annuities Plain-language client answers

02 · WHAT YOU MASTER

Give your clients the skinny

Get the materials and training you need to show clients that annuities belong in every sound retirement portfolio, and to match them with the option that is right for them.

AN Annuity fundamentals

The straight story on how annuities work and where they fit in a retirement plan.

MK Marketing annuities

How to position annuities as part of every sound retirement portfolio your clients build.

PF Product fit

Connect each client with the indexed or variable annuity that is best for them.

QA Objection answers

Answers to every question you have ever had about selling annuities, ready for the conversations that count.

03 · THE TOOLKIT

The Annuity 101 kit on myAdvisor Cloud

The full Annuity 101 tool kit lives inside myAdvisor Cloud, our MAC platform. Sign up free and get the customized sales tools, resources, and sales dashboard in one place.

myAdvisor Cloud (MAC) Customized sales tools Resources Sales dashboard Free to sign up

04 · FREE TECH TOOLS

Tech tools at your fingertips

Annuity 101 is one piece of a bigger toolbox. myAdvisor Cloud gives you the technology to quote, present, and start the sale in one convenient place.

IUL IUL selling tool

Selling IUL, or want to? Reach for the most powerful selling tool in the business.

QT One-place quoting

Quote like never before and begin the sale, all in one convenient place.

PR Client presentation

Demonstrate the added value of permanent life insurance with a powerful client presentation.

Ready to sell annuities with confidence?

Get contracted with Brokers Alliance and put Annuity 101 to work. Independently owned since 1982, Fountain Hills, Arizona. Call (866) 872-9394.

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