1

Part 1 - Application Process

• Tips Not To Miss
• Tips Not to Miss Quiz
• Transferring Funds
• Transferring Funds Quiz
• Carrier Resources
• Carrier Resources Quiz
• Applications and Resources Demo
• Effective Follow-Up
• Effective Follow-Up Quiz
• Large Cases, Long Game
• Large Cases = Long Game Quiz
• Lessons to Learn

2

Part 2 - Objections

• I Need to Think About #1
• I Need to Think About #2
• I Need to Ask My Advisor #1
• I Need to Ask My Advisor #2
• I Don't Want a Long Surrender Period
• What if the Company Goes Out of Business?
• I've Never Heard of Your Company
• I've Heard That Annuities Aren't a Good Idea
• How can I be Sure This is a Good Investment?

3

Annuity Product Matrix

• PHP Agency
• MATRIX

4

Annuities Vocabulary

• Annuities Vocabulary