Annuity Sales Tools
Practical resources that support prospecting, discovery, client conversations and follow-up.
- Conversation guides and discovery questions
- Prospecting and referral resources
- Client-meeting checklists and worksheets
your one stop destination for all things annuity sales
Welcome to The
Annuity Sales Hub
A practical library of sales tools, educational content, product resources and event information created for independent annuity professionals.
Browse the library
Six distinct resource centers. One place to begin.
Select a content category to access its dedicated landing page and growing resource collection.
Annuity “How Tos”
Step-by-step guidance for completing common annuity sales and service activities.
- Process walkthroughs and quick-start guides
- Case preparation and submission guidance
- Follow-up, review and service procedures
Annuity Educational Content
Clear educational resources that strengthen agent knowledge and support client understanding.
- Annuity concepts and terminology
- Strategy and suitability considerations
- Client-friendly educational materials
Annuity Point-of-Sale Information
Resources agents can reference during case development, client presentation and application.
- Application and submission requirements
- Illustration and presentation resources
- Compliance and documentation reminders
Annuity Product Information
Organized product resources to help agents understand features, positioning and availability.
- Product summaries and comparisons
- Rates, riders and feature information
- Carrier materials and availability notices
Annuity Events
Upcoming opportunities to learn, connect and stay informed about the annuity marketplace.
- Webinars and virtual training
- Industry conferences and meetings
- Product launches and educational sessions