Prospecting toolkit
Annuity Prospecting Playbook
Conversation angles, audience ideas and outreach prompts for starting more relevant retirement discussions.
Get the Playbook →Annuity Sales Hub
Tools for better conversations—and a more consistent sales process.
Practical, field-ready resources to help annuity professionals find opportunities, prepare for client meetings and follow up with greater confidence.
Annuity sales resource library
Choose the tool that supports your next conversation.
Each resource below can link to its own gated Leadpages download page, allowing you to grow your subscriber database while giving agents something immediately useful.
Referral toolkit
Referral Conversation Guide
Natural ways to ask for introductions, explain whom you help and follow up without making the conversation feel forced.
Get the Referral Guide →Client worksheet
Retirement Priorities Worksheet
A client-friendly worksheet for organizing income goals, concerns, time horizon and important planning questions.
Get the Worksheet →Meeting toolkit
Client Meeting Prep Checklist
A concise preparation checklist covering objectives, documents, discovery topics and desired next steps.
Get the Checklist →Follow-up toolkit
Client Follow-Up Templates
Adaptable email outlines for meeting recaps, missing information, next appointments and ongoing client service.
Get the Templates →Review toolkit
Annual Review Conversation Kit
Questions and planning prompts that help structure a productive retirement and annuity review meeting.
Get the Review Kit →Get practical agent resources in your inbox.
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