1

Introduction to Tips for Annuities Submission and Placement

• Welcome! FREE PREVIEW

2

Licensing

• Licensing Steps

3

In Good Order

• Annuity IGO Checklist

4

Submitting the Application

• Proper process for application submission.

5

State Specific Forms

• Ensure the proper forms are used depending on your state.

6

Selling in Other States

• Do you want to sell in a state other than your own?

7

Source of Funding

• Different ways an annuity can be funded.

8

Policy Delivery Receipts (PDR)

• PDR Requirements.

9

Process Etiquette

• Final tips on successful submission and placement etiquette standards.