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

Annuity Presentation

Stairway to Financial Peace of Mind

Transition Into Asset Inventory

Asset Gatherer Form Training

Asset Gather Form

Beneficiary Designated Account

Confirming the Need

Transition Statement on a Sale

Transition Statement AFTER a NO Sale

Bank Analogy

Market Snapshot

Gains Below The Line