Provides Agents with an in Depth View of Fixed Annuities and How They Work
Presented by the Annuity Division at Levinson & Associates.
The Levinson 101 training platform will definitely elevate your practice and lead you to more sales. Begin your part 2 training by clicking on the learning modules below.
This data is provided for informational purposes only and does not endorse any particular annuity product. Individuals should speak with their own tax, legal, or accounting professionals about their specific situations.
Annuity 101 - Part 2 Training Package
Please complete all sections before proceeding to the next section.
Introduction and Overview
Available in
days
days
after you enroll
Fact-Finding Approach With Agents
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days
days
after you enroll
Annuity Audit and Suitability Requirements
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days
days
after you enroll
Sealing the Deal and Closing the Sale
Available in
days
days
after you enroll