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Live Classes
1 available class
On-Demand Master Course
5 courses
Annuity Illustrations
Examine illustrations, create case designs customized for clients. Study index-option, page-by-page breakdowns, caps, spreads, par rates, and fees.
Annuity Compensation
Contracting appointments with specific companies and products for maximum compensation, and elite, exclusive products.
Annuity
T-Ups
Add annuity opportunities to your client pipeline. Use annuity t-up language to cross-sell financial products.
Reproducible
Sales Process
Create a reproducible sales process to ensure the highest level of success possible.
Product
Selection
Learn which products are most ideal for your current business model.
History & Types of Annuities
Learn the history and origins of the annuity, as well as the various types.
Compliance
Concerns
Grow compliance awareness for a variety of products.
Annuity
Presentations
Create an annuity presentation and practice effective communication.
Cross-Selling
Learn how to farm existing clients for insurance and financial products.
Courses
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