Tucker Advisors invites you to their event
About this event
Whether you hope to add staff or just increase your office’s efficiency, we can help! Our four-part webinar series, “Annuity Power Series: Tools, Tips & Training for Smarter Offices,” is a comprehensive training regimen on annuity processing for both new and experienced agents—and especially their admins—to gain knowledge about critical strategies and tools.
If a lack of training program has prevented you from hiring an admin, this series provides the information you need. If you seek to save time for either yourself or your staff, this series will drive efficiency to levels you likely have not seen before. The webinars take place every Thursday in June and will each provide a different aspect of the annuity process. We will be offering plenty of time- and money-saving techniques that can benefit any office.
The four webinars address both common industry practices and in-depth knowledge. You will learn basic protocol, how to prevent NIGOs, Suitability Guidelines, how to use essential tools, and much more.
Week 1, June 5, 10 a.m. MDT: An Annuity Primer Covering the history of annuities, different types of annuities, examples of when you might use each type, and how they work.
Week 2, June 12, 10 a.m. MDT: Contracting & Licensing + FireLight Demo Overview of SuranceBay (the contracting platform), and the Top 5 must-knows of contracting; also, how to enter an electronic application on FireLight.
Week 3, June 19, 10 a.m. MDT: Application Tips, Suitability Guidelines, & Carrier Processes Common Not In Good Order (NIGO) requirements, overall industry Suitability Guidelines, carrier processes, and follow-up suggestions.
Week 4, June 26, 10 a.m. MDT: Annuity Rate Watch Demo and SIPS Overview Demonstrate how to use the Annuity Rate Watch rider quoting tool, research MYGAs, and other helpful tools; also, a SIPS Income Plan walk-through that will help explain and answer client questions.
For additional information, or to learn about our extensive administrative/staffing training manual, call us at 800-734-0076.
Hosted by
Tucker Advisors is a National Marketing Organization founded by Karlan Tucker, offering a comprehensive range of modern marketing services, events, and financial products to help advisors grow their businesses.
