Course curriculum
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1
Introduction
- Welcome to the course!
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2
Annuities Basics
- 5 Benefits of an Annuity as a Retirement Vehicle
- 3 Types of Annuities
- Qualified Versus Non-Qualified
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3
Support Resources
- Home Office Field Training Support Team
- Carriers Contact Information
- Annuities Application Submission Process
- Annuities In-Good-Order Checklist
- Finding Annuities - The PHP Process
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4
Annuities Laws and Regulations
- 2024 Annual Limits for Financial Planning
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5
Kitchen Table Resources
- Sample Client Statement
- DIMER
- Top 5 Reasons People Buy Annuities
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6
Scripts
- Setting Up a Client Revisit (Outside of an annual review)
- The House (To use with current life clients)
- Objections Guidebook
- 3 Way Call (Current Custodian Funds Transfer Call)
- 4 Questions
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7
Product Information
- Product Selection Matrix (2025)
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8
Million Dollar Annuity Circle
- MDAC Qualifications and Recognition