New to Annuities

Elliot Becker

Expert
31
Hey guys, Special Agent Elliot Becker here. I'm new to selling Annuities, does someone have a guide of some type for beginners?

Thanks!
 
Hey guys, Special Agent Elliot Becker here. I'm new to selling Annuities, does someone have a guide of some type for beginners?

Thanks!
I'm not an expert yet, but I've been needling through the Retirement Realized Academy's free stuff. Ultimately they want you to upgrade and pay for stuff but the free content is loaded with great material and info.
 
The Virtual Sales Assistant has a lot of great stuff for the foundation of these contracts. Then you can tailor your recommendations by the company's contract specifications.

 

Attachments

  • A lesson in Annuities.pdf
    730.6 KB · Views: 14
You may want to keep it simple and begin with fixed deferred annuities. Here is one of the better offerings in my opinion. Not sure what state your in, but they are expanding to new states. They've been around since 1954.
 

Attachments

  • MYGA States, Rates & Riders (Form 3783 08-02-2024).pdf
    267.1 KB · Views: 11
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