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Annuity Training

Get the Basics on Indexed Annuities

Introducing Athene – EquiTrust Product Portfolio! Guest Presenter – Scott Helmbrecht!

Annuity Training –
The Mechanics of
Fixed Index Annuities 2 of 2

Annuity Training –
The Mechanics of
Fixed Index Annuities 1 of 2

Annuity Training
Asset Gathering Fundamentals by Robert Trejo!

Annuity Training
Phoenix Life Product Overview by Robert Trejo

Annuity Training
with Robert Trejo
Part 2(b) the Mechanics of FIA’s!

Annuity Training
with Robert Trejo – Part 1

Annuity Training
with Robert Trejo – Part 2

Annuity 101 Asset Gathering, Finding Diamonds Among Pearls

Annuities 101
The Asset Gatherer

Annuity 201:
The Mechanics of Fixed Indexed Annuities Part 1

Annuity 201: The Mechanics of Fixed Indexed Annuities, Part II

Annuities 301
The Presentation

Annuity Presentation

Annuities 301: The Presentation

Annuity Presentation

Tax Deferral on NQ Funds

Stairway to Financial Peace of Mind

The Stairway to Financial Peace Of Mind

Transition Into Asset Inventory

Transition Into Asset Inventory

Asset Gatherer Form Training

Asset Gatherer Form Training

Asset Gather Form

Asset Gather Form

Beneficiary Designated Account

Beneficiary Designated Account

Confirming the Need

Confirming the Need

Transition Statement on a Sale

Transition Statement on a Sale

Transition Statement AFTER a NO Sale

Transition To Statement

Bank Analogy

Bank Analogy

Market Snapshot

Market Snapshot

Gains Below The Line

Gains Below The Line