Part 2 of 4
Can I write it? Sales channel and your carriers
Some annuities are sold only for a fee, not a commission. Your AI can check how each one is sold.
-
1.
Tell your AI how you are paid. Ask about one product by name.
Using Annuities Genius: as an independent agent paid by commission, can I sell [product name]? Look up how it is sold, without a quote. If it is sold only for a fee, name the closest product from that carrier that I can sell.
Select the text and copy it.
-
2.
Read how it is sold. Labels: Indep. Agent, Fee-based, Broker-Dealer, Bank, Career Agents.
Fee-based alone means it is sold for a fee, not by commission.
-
3.
Want rates for your carriers? Name them and say how you are paid. A quote spends credits.
Using Annuities Genius: I am paid by commission and contracted with [carrier 1], [carrier 2] and [carrier 3]. Look up their MYGAs (fixed-rate annuities) sold through the independent agent channel for a 65-year-old in Texas with $100,000 in a Traditional IRA, a retirement account. Leave out fee-based Advisory products. Run one quote at most; use free lookups for the rest.
Select the text and copy it.
You're done when every product shown is sold through the independent agent channel.