"Health to Wealth" All-Day Live Training - Friday, October 11th in Meridian, ID

ADD ANNUITIES TO YOUR SALES PROCESS

WRITE FROM 70+ CARRIERS

SCALE YOUR SYSTEMS FAST

Get instantly appointed with dozens of carriers across personal and commercial lines of business.

No monthly fees

No-cost training

Exclusive incentives

Dedicated support team

FIRST-CLASS SYSTEMS

FOR AGENTS AND ADVISORS

We empower agents and advisors with top carriers, systems, and products to scale agencies faster and more efficiently.

No Fees

In contrast to numerous providers in the industry, we do not impose fees for accessing our platform. Enjoy direct access to carriers whenever you require it, without any fees.

No-Cost Training

While certain providers and management teams may require payment for training experiences, we provide all classes and courses free of charge.

Rapid Quoting

Our insurtech collaborators provide advanced digital solutions, facilitating smooth quoting and binding processes to expedite sales workflows.

Membership

What does an Annuity Fundamentals membership include?

A membership includes the following:

  • Access to all live training sessions

  • Full access to the on-demand master course

  • Exclusive invitations to conferences and conventions

  • Client resources and quoting

  • Private coaching

  • Toolkits for managing your clients

  • Authorization to over 70 carriers

Contracting and Commissions

What level of commissions do I get on the business I submit with Annuity Fundamentals?

You'll receive standard commission rates. We strive to minimize expenses while equipping you with the necessary resources for success. If you prefer a more hands-off approach, we're willing to assist further in presenting, processing, and finalizing business deals; typically, our trainers operate on a 50/50 split.

Can Annuity Fundamentals terminate me for just cause and then I miss out on my commissions?

No, Annuity Fundamentals does not withhold commissions for Annuity Contracted Agents. The contracting process is issued through partner IMOs and the insurance company, much like your contracting process with a Medicare Insurance Company. Insurance companies can terminate you for just cause.

What happens if I don't hit my minimum performance standards within the first 12 months?

Training and resources for agents will be evaluated annually and reviewed by our partners. Our goal is to assist motivated agents who have the ambition to serve the clients they work with in a more comprehensive manner. Our aim is to focus on those particular agents and not exhaust resources on agents who don't share the same vision of improving lives in retirement.

I'm concerned about being able to issue my first piece of business; should I just wait until I'm ready?

We advise you to always be prepared for potential client meetings where you will uncover more about your existing and new clients in the future. We find that agents uncover a world of opportunities as they meet with existing Medicare clients. Our goal is for you to be prepared for those discussions.

Is the training flexible so I can continue to work with clients during the day and study when I'm not in the office?

We built this training with flexibility in mind, knowing our agents and advisors are busy with clients and running their own businesses. We encourage attendees to reach out to our trainers to request additional classes that better fit their availability. Annuity Fundamentals offers plenty of On-Demand training modules that provide flexibility with agents' schedules.

I'm not sure if my existing Medicare or life Insurance Agency would allow me to work with Annuity Fundamentals? I'm not sure if I am captive with my current agency?

We invite you to reach out to [email protected] to learn more about your contracting flexibility. Let us know you are considering starting with Annuity Fundamentals, and we can help you navigate through the contracting process so you are not put at risk.

I prefer live trainings; can we arrange for a live training for myself and the agents in my office locally and obtain other OnDemand training and tools?

Yes, Annuity Fundamentals sets aside time throughout the year to conduct trainings for agencies. We have been doing this for over 30 years. Work with a member of Annuity Fundamentals and let your instructor know. We do ask that class sizes meet our required minimum of agents. Our live classes can be done in a variety of lengths, and our team, based on schedule, has limited availability.

I am not sure if I am already contracted with another IMO; how do I check on that?

Reach out us at [email protected] and we will forward you to our contracting team. They are here to assist and ensure that your contracts are all set up and that you are contracted with the required companies.

Writing Business

I have an opportunity to submit business now? How do I do it ASAP?

Work with your Annuity Fundamentals trainer and ask for help. If you are in a time crunch, we will work together to get your business issued ASAP. Our trainers are already contracted with all the major carriers and can assist you.

I am uncomfortable with offering annuities to my clients. Can I just get help from your team to close the business and also get paid?

Yes, you can utilize any of our Annuity Fundamentals trainers and support staff to assist you in closing the business. Depending on your involvement, we can decide how you would be compensated and how much involvement you would like to have.

What if I do some annuity business and then don't continue to write any annuity business? Do I lose my contracts?

Partner IMOs make determinations themselves on non-producing or inactive agents in the contracting process. We currently do not terminate any contracts for lack of production but reserve the right to do so.

3 STEPS FOR ALL-INCLUSIVE ACCESS

For individuals and agency owners.

Fill out the Form

Simply start by filling out the form. You'll receive email instructions to continue your application. There are no sign-on fees.

Select Carriers

Choose from our list of carriers (we'll give you recommendations) to get access to top-line products and underwriting.

Quote & Bind

With your appointments in place, you're set to produce illustrations and quote in a streamlined, systemic process.

70+ CARRIERS AND GROWING

New competitive products means new carriers. We're always adding.

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FULL-SYSTEMS AND TRAINING ACCESS

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