1

Welcome to Annuities Sales A-Z

• Welcome from PHP Field Training Department

2

Meet Your Trainers

• Sheena Sapaula
• Jose Gaytan
• Flor Orellana
• Chris Hart
• Andrew Gaines
• Alyssa Sica
• Ellis Suazo
• Elvis Okafor
• Maurice Hansberry
• Curtis Eatmon IV

3

ANNUITIES CONCEPTS

• Tic Tac Toe with Jose Gaytan
• Tic Tac Toe - Knowledge Test
• Black Jack with Ellis Suazo
• Black Jack - Knowledge Test
• Building a Skyscraper with Alyssa Sica
• Skyscraper - Knowledge Test
• Building the House with Ellis Suazo
• Building the House - Knowledge Test

4

CASE STUDIES

• Part 1 Sheena Sapaula - Client Story
• Part 2 Sheena Sapaula - Client Story
• Client Success Story with Sheena Sapaula - Takeaway
• Annuities Impact with Jose Gaytan
• Annuities impact with Jose GaytanTakeaway
• My First Annuities Case with Ellis Suazo
• My First Annuities Case by Ellis Suazo - Takeaway

5

PRODUCT INFORMATION

• Annuity Benefits with Elvis Okafor
• Benefits of an Annuity with Elvis Okafor - Knowledge Test
• Interest Crediting with Andrew Gaines
• How Does Interest Get Credited in an Annuity - Knowledge Test
• Understanding Spreads with Andrew Gaines
• Spreads Quiz
• Understanding Caps with Andrew Gaines
• Caps Quiz
• Understanding Participation Rates with Andrew Gaines
• Participation Rates with Andrew Gaines
• Ideal Annuity Client Mindset with Andrew Gaines
• Mindset Quiz
• Safety within an Annuity with Sheena Sapaula
• Call Options Quiz
• Annuity Carrier Options with Curtis Eatmon IV
• Carrier Options Quiz
• Selecting the Most Suitable Product for your Client with Sheena Sapaula
• Product Selection Quiz

6

LICENSING & APPOINTMENTS

• Product Specific Training Reminder with Maurice Hansberry
• General Licensing Requirements Reminder with Curtis Eatmon IV

7

SALES PROCESS

• Pt 1 - Using the FLS to Find Annuities with Chris Hart
• Pt 1 FLS Use Quiz
• Pt 2 - Using the FLS to Find Annuities with Chris Hart
• Pt 2 FLS Use Quiz
• Building Sales Momentum with Maurice Hansberry
• Sales Momentum Quiz
• Prepping for and Handling Objections with Flor Orellana
• Objections Quiz
• Pt 1 - Annual Reviews with Chris Hart
• Pt 2 - Annual Reviews with Chris Hart
• PT 2 - Annual Reviews Quiz
• Annual Review Filler Questions by Chris Hart
• Part 1 - The Generator Role with Ellis Suazo
• Pt 1 - Generator Quiz
• Part 2 - The Generator Role with Ellis Suazo
• How to Schedule a Client Revisit with Ellis Suazo

8

PLACEMENT

• Getting Paid on Annuities with Jose Gaytan
• Awarding Points Quiz
• Understanding the Free Look Period with Flor Orellana
• Free Look Period Quiz
• Getting Paid Quickly with Flor Orellana
• Getting Paid Quickly Quiz
• Successfully Submitting PDRs with Curtis Eatmon IV
• Satisfying Pending Requirements with Alyssa Sica
• Placement Proactivity with Alyssa Sica
• Proactivity Quiz
• Requesting Funds from the Current Custodian with Ellis Suazo
• Requesting Funds Quiz
• Initiating a Transfer from a Brokerage Account with Ellis Suazo
• Initiating a Transfer Quiz
• Medallion Guarantee Stamps with Ellis Suazo

9

SUPPLEMENTAL

• Top 10 Annuity Submission Mistakes with Elivs Okafor
• How to Avoid the Top 10 Mistakes with Elvis Okafor
• How to Avoid Mistakes Quiz