From initial illustration, contracting, and suitability, to annuity placement, our team of experts offers guidance in selecting the right solution for each client, and provides end-to-end support in the sales process.
- Access to Top Carriers
- Educational Webinars and Product Training
- Streamlined Operational Solutions
- Professional Execution and Support
- Lead Generation Tools
- Advanced Sales Training
Want to ensure NAIC Best Interest Rules don’t impact your success as a producer? Request your FREE Annuity Sales Kit and Fact Finder.
- Thought-provoking questions to further client communication
- Note pages to document vital conversation talking points
- NAIC disclosure forms so your clients know what to expect
- Proven sales tactics to close more cases
