1

WELCOME

• Intro to this course
• Why Annuities with Chris Hart

2

REQUESTING FUNDS

• Prep the Client for the 3-Way Transfer Call
• Client Conversation AFTER Transfer Call
• Example Call Scenario
• Requesting Funds Process Recap
• QUIZ - REQUESTING FUNDS

3

TIPS FOR TRANSFERRING FUNDS

• Who to Make the Check Out to?
• Funds Transfer Success - 3-Way Transfer Call
• Setting Client Expectations for Transfer
• Wire Transfer Set Up
• QUIZ - TIPS FOR TRANSFERRING FUNDS

4

SUITABILITY

• Example of Carrier Suitability Requirements
• Examples of How Suitability Has Been Rejected (& How to Prevent That!)
• QUIZ - SUITABILITY

5

TIMELINES

• How to Follow Up with your Submitted Apps
• Operating Under A 60-Day Timeline
• Submit to Pay in 30 Days
• What to Do if App Process Runs Out of Time?
• What to Do if You're Close to the 60-Day Mark
• QUIZ - TIMELINES

6

FINDING MORE ANNUITIES

• Build it Big with Annuities
• Base Shop Culture & Expectations
• Digging for Money
• Office Recognition
• Million Dollar Annuity Circle
• Set Annuity Targets
• QUIZ - FINDING MORE ANNUITIES

7

MASTERY RESOURCES

• Field Training
• QR Code
• Quest

8

CALL TO ACTION

• Call to Action