How to sell annuities: your first case

This guide covers four tasks from case design through follow-up. A completed sale also requires your full application and delivery process.

1. 1.

   Facts and options. Use age, state, money type and amount for a first look only.

   Before recommending, complete the required client profile. Compare lawful options, manage conflicts and document why the choice fits.

   See also:

   • Hand it a whole client case
   • Choose a MYGA or FIA for this client
2. 2.

   Can I sell it? Check the product is open to this client and to you. Then read the carrier's own rules.

   See also:

   • Can I sell this one?
   • Check the carrier's rules before you apply
3. 3.

   Show it and explain it. Run an illustration and read it before the client does. Then explain it in plain words.

   See also:

   • Show it year by year
   • Explain it to the client
4. 4.

   Follow up. Ask your AI to draft the follow-up, and save the case so you can review it every year.

   See also:

   • Draft the follow-up email
   • Keep your book