Learn new sales strategies.   Discover new products.   Train your staff.
Annuity learning resources at your finger-tips...all for free! 
Learn in a Live web-hosted class or on your own with our Learning Library.

Learning Library:

New Annuity Agents 

The Annuity Sales Process

Financial Needs Assessment

Pre-Sale Worksheet

Annuity Quick Rollover Guide

Carrier Training Pieces

What is an Annuity? (Great American)

Understanding Index Crediting Methods (Allianz)

How FIA Indexes Work (North American)

Strategy Overview: Annual Point-to-Point (Great American)

How does the MVA Work? (EquiTrust)

Required Minimum Distributions (IRS)

Point-of-Sale Presentations

12 Retirement Risks - PDF

Preserving Your Estate - PDF

Private Retirement Plan - PDF

Social Security Seminar Brochure - PDF

Discover Index Annuities - PDF (From EquiTrust)

Is A Fixed Annuity Right for You? - PDF (From EquiTrust)

DOL Resource Center

You need tools. We have put together the best resources from our carriers and created some tools you can use to be compliant with the DOL Fiduciary Rule under PTE 84-24 for 2017

DOL Compliant Disclosures

How To Comply with the DOL in 2017

PTE 84-24 Disclosure

Best Interest Review

Disclosure Templates

Remember, there are no 'standard, disclosure forms to comply with the DOL. You can use ours or use these templates to create your own:

Alternative PTE 84-24 Disclosure

LSW Disclosure Statement of Recommendations

North American Best Interest Questionnaire

North American Best Interest Review Template

DOL Information from Carriers

North American - Understanding Your Fiducairy Obligations Guide

Athene - Guide to the DOL

EquiTrust - DOL Information for EquiTrust Agents

LSW/NLG DOL Information Page (Login Required)

AIG DOL Playbook

DOL Training

DOL Website

EquiTrust DOL Training (Login Required)

North American DOL Resource Center (Login Required)

National Life Group - Recorded DOL Compliance Webinar

AIG DOL Training Seminar (Login Required)

Best Practices

Be ready for the DOL Fiduciary Rule

  • Review your book of business and determine how much of your business is impacted.
  • Review the new product universe for FIA business under the DOL Rule.
  • Modify your process to include the new best interest form and 84-24 disclosure.
  • If you aren't already using a financial needs analysis software, consider it. 

Live Web-Hosted Classes:

Attend a Live Webinar Class designed exclusively for professional agents and learn from industry leading annuity experts.

STEP 1   Select a course

Course ID

Course Name



Annuity Basics

A quick tour of basic Single Premium Immediate, Flexible Premium and Equity Indexed Annuities. Topics will include taxation, interest crediting and general sales concepts.


Equity Indexed

A guide to selling equity indexed annuity products. An overview of credited rates, product chasis, participation caps and more.


Selling Fixed Annuities

A discussion of sales techniques and strategies for presenting fixed annuities to clients.


Prospecting for Annuities

 An overview of prospecting ideas including:

a. Segmenting existing clients

b. Identifying new client opportunities

b. Utilizing IRA and Retirement supplement plans


Creating a Diversified Annuity Portfolio

Learn techniques on how to create a blanced and diversified plan when clients have large sums of money needing to be invested. Discussion includes selecting carriers and products to spread risk.

STEP 2   Sign up to receive information on next scheduled course.

You can sign up for multiple courses by entering multiple course ID's below. You will receive an email confirmation of your selection.

If you are affiliated with an upline or agency, please let us know.
Upline/Agency Affiliation:

Please separate each course with a comma or hyphen!

verification image, type it in the box