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New to annuities: practice, then your clients

See four examples on a practice client, learn the terms, then start from clients you already serve.

Life insurance protects a family after a death. Income annuities and lifetime income riders address longevity risk. Multi-year guarantee annuities and accumulation fixed index annuities serve other goals.

Uses credits

You'll learn to

  • Say what a MYGA, an FIA, an income rider and an immediate annuity are for
  • Know the client facts your AI needs and which lookups are free
  • Open the topic with a client from your own book

In this guide

  1. 1. Compare four annuity examples
  2. 2. Learn four terms and check them in the product details
  3. 3. Start from clients you already serve
  4. 4. How to sell annuities: your first case