Course curriculum

  • 01
    Chapter 1: Overview
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    • Annuities 101 - Welcome
    • 1.0 - Introduction to Annuities
  • 02
    Chapter 2: How Annuities Work
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    • 2.0 - Annuity Basics
    • 2.1 - The Two Types
    • 2.2 - Income and Accumulation Continued.
    • 2.3 - How Interest is Credited
    • 2.4 - Vocabulary
  • 03
    Chapter 3: Words Matter
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    • 3.0 - The Considerations
    • 3.1 - Liquidity and Surrender Periods
    • 3.2 - Claims Paying Ability
    • 3.3 - Inflation
    • 3.4 - What We Never Say
    • 3.5 - Taxation Follows The Money and Mistakes Can Be Taxable PT.1
    • 3.5 - Taxation Follows the money and mistakes can be taxable, PT. 2
  • 04
    Chapter 4: Suitability Considerations
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    • 4.0- Who Is It For?
    • 4.1 - The Suitability Standard
    • 4.2 - Know The Money Before The Conversation
    • 4.3 - Who It's Not For
  • 05
    Chapter 5: Annuity Case Studies (Examples in Case Design)
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    • 5.0 - Examples and Seven Sales Cases
    • 5.1 - Insurance For Your Retirement Plan
    • 5.2 - Build a Foundation To Your Retirement Plan
    • 5.3 - The Powerful CD Alternative
    • 5.4 - Income That Can Not Be Outlived
    • 5.5 - The Power of Tax Differal
    • 5.6 - The Uninsurable Client Can Have an Annuity
    • 5.7 - Business Cases for Annuities
  • 06
    Chapter 6: Best Practices in Business Submission
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    • 6.0 - Writing the Buisness From Goods to Sell to Funded Contract
    • 6.1 - Good to Sell
    • 6.2 - Getting Annuity Help
    • 6.3 - Writing a Cover Letter
    • 6.4 - Documentation and Protecting Your Practice
    • 6.5 - Not for Every Dollar and The Carriers Enforce It
    • 6.6 - The Clients Rollover Rights
    • 6.7 - Executing a Qualified Transfer FBO and the Recordkeeper
    • 6.8 - Setting Tax Form Expectations
    • 6.8 - Setting Tax-Form Expectations PT. 2
    • 6.8 - Setting Tax-Form Expectations PT. 3
  • 07
    Chapter 7: In Depth Case Study Example (From Fact Find to Service after the Sale)
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    • 7.0 - Capstone The Income for Life Blueprint
    • 7.1 - The Client and The Trigger
    • 7.2 - The Fact Finder
    • 7.3 - The Suitibility Conversation
    • 7.4 - Product Selection on the Grid
    • 7.5 - The Income Rider Decision
    • 7.6 - Funding Delivery and the Review Cadence
  • 08
    Conclusion
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    • Annuities 101 -Conclusion