No-Cost Annuity Training For Active 'Life & Health' Insurance Agents

Prepare for AEP. Serve your Clients

From Health to Wealth

Add Annuities to Your Sales Process

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Friday, October 11th from 9 AM - 5 PM

Silverstone Amenity Center

Banquet Room

3405 E. Overland Rd, Meridian, ID 83642

Lunch & refreshments are provided.

This is not a recruiting event. No contracting is required to attend.

Presenters

Douglas L. McDermott

ChFC, CLU, CLTC

Douglas L. McDermott began his career in insurance and financial services in 1979, building an impressive portfolio as an independent agent and later as the founder of The Annuity Store. Throughout his 40-plus-year career, Doug has been recognized for his contributions to the industry, earning multiple professional designations and being featured in several Who's Who publications. He developed the "Annuity 101" training system, which emphasizes mastering the fundamentals of annuities and applying them consistently in practice. After selling The Annuity Store, Doug continued to impact the industry through his work with various organizations, including his foundation, "The Gift of Gratitude," which supports active-duty service members and veterans.

With the Award-Winning Hosts

of the Annuity Fundamentals 'Health to Wealth' Podcast

Ryan Anderson

Ryan has over 30 years of experience in various executive roles, including vice president, general manager, and financial consultant. He holds a Series 65 securities license and specializes as a financial advisor, primarily assisting those approaching retirement. Ryan has earned multiple awards for his achievements, including setting sales records and developing a successful annuity sales program that significantly boosted production. Throughout his career, he has trained thousands of individuals, helping Medicare and life agents enhance their skills and increase their income.

Kylee Mollotte

Kylee grew up on a farm in Othello, Eastern Washington, where sports helped her develop strong leadership skills. After earning a Bachelor’s Degree in Business and Marketing from Boise State University, she spent five years in Project Management with A&K Construction in the Tri-Cities. She then moved to Coeur d'Alene, ID, where she quickly advanced in the insurance industry, managing a team specializing in Medicare and financial services. Kylee eventually co-founded her own company with partners Ryan Anderson and Angelique Madson.

Training Topics & Details

Overview:

Are you ready to elevate your sales game and maximize your client meetings? This comprehensive event is designed to help you seamlessly integrate Annuities into your current sales process, providing you with the tools and knowledge needed to better serve your clients.

What You’ll Learn:

Fundamental Language for Annuities: Gain a solid foundation in the key terms, words, and phrases essential for effectively discussing Annuities with your clients. Understand how to incorporate this language into your existing sales conversations to enhance clarity and trust.

Sample Documents for Presentations: Access valuable sample documents that you can integrate directly into your client presentations. These resources will help you clearly communicate the benefits of Annuities and simplify the decision-making process for your clients.

Compliant Appointment Setting: Discover how to compliantly set Annuity appointments during scoped Medicare meetings. Learn the do’s and don’ts of transitioning from health to wealth discussions without crossing regulatory boundaries.

Turbocharge Your AEP: Supercharge your Open and Annual Enrollment Period (OEP and AEP) by incorporating Annuity sales into your client meetings. Learn the strategies that can increase your sales opportunities and help you provide a more comprehensive financial solution to your clients.

In-Depth Training: This event offers more than just the basics. You’ll be trained by Doug McDermott, an expert who has not only enrolled clients into Annuity contracts since 1979 but also helped develop Annuity products for insurance companies. Doug has been instrumental in scaling an organization's Annuity business from $20 million to $1.3 billion in submitted premiums within just 10 years.

Key Skills You’ll Develop:

Understanding Annuity Fundamentals: Learn the critical language, phases, and sentences that will help you explain Annuities effectively to your clients.

Value-Finding with a Factfinder: Master the art of using a factfinder to identify and meet your clients' needs, ensuring you provide the most relevant and beneficial Annuity solutions.

Transitioning from Health to Wealth: Understand how to smoothly transition your conversations from health insurance topics to wealth management, offering a holistic approach to your clients' financial well-being.

Serving with a Servant’s Heart: Discover how to align your sales approach with a service-oriented mindset. Learn to understand your 'why' and how it can drive your mission to serve others.

Post-Training Opportunities

Following the training event, continue to take your expertise to the next level with our no-cost, six-week training program. This intensive course, led by national Annuity trainers Ryan Anderson and Kylee Mollotte, will guide you step-by-step through the process of becoming proficient in Annuity sales, ensuring you can offer your clients the best possible advice and service.