Annuity training

Silac Products with Bennett

Learn the difference between, the Vega, Denali and Teton products and the perks of each plan as well as the bonus structures.

Week 1 with Rick Rooks

Learn how to retire your clients in STYLE with annuities.

60second close style for annuities

Hear the right questions Charles asked to get a 60 second find for annuities that makes it easy to close.

SILAC you can watch all their training videos with the link below

https://vimeo.com/showcase/6095559.

Charlie's Podcast to watch as well

Keep up to date with Charlie and his training by joining his Youtube channel :)

Rick Rooks your annuity specialist

Before reaching out to Rick you will need to have all this info gathered first. He is here to help y

Client name:

Birthday and all their basic info ( phone, address, email)

Assets they have sitting to prefund their annuity

1. Age

2. Male or Female?

3. State they live in

4. Assets:

How much sitting in cash?

How much sitting in 401k or similar retirement account?

Any cd's or mutual funds?

5. Goal for the money? ( what do they want this to do for them? retirement income, death benefit? etc? )

6. How soon do they need to be able to collect this money? Example: When are they planning to retire to pull out funds?

7. Are these Qualified or Non- Qualified funds? ( Qualified means it was funds that qualified for a retirement accounts like a 401k where Non- Qualified is money sitting in savings/ checking's)