1

Introduction

• CFT - ANNUITY INTRODUCTION

2

Chapter 1 -Annuities: Basics and Presentation

• Basics of an Annuity
• What is an annuity?
• Chapter 1 Quiz

3

Chapter 2 - Ideal Client Profile

• The Ideal Client
• Discovery Questions
• Ideal Client Profile
• Chapter 2 Quiz

4

Chapter 3 - Gathering Statements

• TIC-TAC-TOE
• Blackjack
• The House
• Chapter 3 Quiz

5

Chapter 4 - Statement Gathering Objections

• I Dont Know Where They Are....
• Can I Email You?
• Put Something Together For Me, Then We'll See.
• There Is Private Info On There.
• We Already Have Someone Who Helps Us.
• We Have Used Someone Before.
• Chapter 4 Quiz

6

Chapter 5 - Setting Follow-up Appointments

• Setting Follow-Up Appointments
• Chapter 5 Quiz

7

Chapter 6 - Points & Compensation

• Commission
• Chapter 6 Quiz

8

Call to Action

• Call To Action