Why We Focus On
Annuity Training

We focus on selling annuities because these products truly help meet the needs of many retirees.

  • People want to protect their money and avoid running out
  • They want guaranteed lifetime income that can’t be lost
  • They have witnessed market volatility throughout their lives, and it has scared many of them away from risky investments

Fixed and fixed index annuities offer modest growth opportunity with protection from market loss. They can be a great strategy for minimizing the risk of running out of money in retirement, which is the main concern of many prospects. Annuities can be a complicated subject, but when explained simply and effectively by a trustworthy professional, more and more retirees choose this option to protect their retirement savings. Our complete annuity training program and sales system facilitate success for driven financial professionals.

Can you really make a successful career selling annuities? The industry’s million-dollar producers are evidence that you can, but only if you utilize the right strategies. Many insurance professionals barely scrape by with no guidance, struggling to find qualified prospects and get them in the door. Advisors First Academy members learn how to sell annuities from successful producers, replicating a sales process that we have developed through decades of combined experience. Our annuity training courses include product education as well as sales training.

That means you will learn who buys annuities, how to generate qualified annuity leads, how to match a client with the right product for their situation, and how to repeat our proven sales process.

Getting Quality Annuity Leads Doesn’t Have To Be Difficult

  • Tired of wasting money on leads that don’t convert?
  • Wishing for a simple way to get appointments with your ideal prospects?
  • Sick of sailing without a compass?

You don’t have to go it alone. Advisors First Academy provides a complete A-to-Z system for selling annuities that will revolutionize the way you do business. We show you the path to generating qualified annuity leads and closing the deals. There are no shortcuts to success, but with the right partners guiding the way, you can significantly increase your production and enjoy more income as well as free time.

Who Buys Annuities?

The first step in selling annuities is understanding your target audience. That means knowing who buys annuities and why. Luckily, these products can be appealing to a rather large market. Annuities may appeal to anyone who wants guaranteed, predictable income without the risk of market loss. Most people are around the age of 60 when they purchase an annuity. Annuities are more popular amongst the affluent, even though they are often effective for middle-class clients as well. Most people who own an annuity have over $100,000 in investible assets. Once you have a better understanding of who buys annuities, you'll quickly learn how to sell annuities to the different types of prospects you'll encounter.

How To Sell Annuities in Today’s Market

What we offer is a proven annuity sales system that teaches you how to hold successful events, generate more annuity leads, and write more contracts. Learn from successful producers how to sell annuities efficiently, without wasting your time and marketing budget. In our weekly meetings, we detail every aspect of our comprehensive sales process. This includes a proven script, subtle strategies for maintaining control over the conversation, and tactics for addressing objections from unconvinced prospects. You'll get to watch actual presentations and appointments by our top producers. Stop struggling to stay afloat and start selling annuities like the best in the business!

Advance Your Career With Our Annuity Training Programs

Whether you are a new player or a seasoned producer looking to up your game, our annuity training program can benefit you. We offer product education to help you understand how different annuity contracts work in different financial situations. That way, you can match your client with the product options that are most compatible with their unique situation. Contact us today in order to schedule your initial consultation with Advisors First Academy and learn more about how we can transform your career.

Neither Advisor First LLC, Advisor First nor Advisors First Academy are Registered Investment Advisers (RIAs), nor do we offer or provide securities or investment advisory services. All financial and insurance professionals must follow applicable laws and regulations, and only the appropriately registered RIA affiliates may hold themselves out as an advisor.

Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing company.

For financial professional use only

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