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ANNUITY 101 TRAINING - PART 2
Introduction and Overview
Introduction to Annuity 101 Training Part 2
Exploring the Advantages of Becoming an Annuity Agent
Fact-Finding Approach With Agents
Guidelines for Working With Existing Book of Business
"Leaving Money On The Table"
Understanding Clients Risk Tolerance
Annuity Audit and Suitability Requirements
Qualified vs. Non-Qualified Annuities
Funding An Annuity
Suitability Briefing
Sealing the Deal and Closing the Sale
2 Visit Close
Approaches for Handling Objections
Client Concerns Regarding Access to Funds
The concept of opportunity costs
Tips for Closing a Sale
Teach online with
Guidelines for Working With Existing Book of Business
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