Are you new to Life & Annuity Sales?

If you are just getting started with Life Insurance & Annuities or are just learning about them, click here for more info. Training is provided on products, fact-finding, selling concepts, etc.

Life & Annuity Pre-Set Appointment Program: Details and Costs

• Pre – Sets: $64 per appointment

Pre-Set Appointments with teachers (k-12 and state colleges/universities), hospital employees, police, firemen, and veterans. All are state or federal pension eligible and/or have individual retirement accounts. You pick when you want appointments through a shared calendar. Appointments currently held virtually using ZOOM, GoToMeeting, or just via phone. No up-front start-up costs. Only pay for appointments that are kept. You are not charged for canceled or rescheduled appointments.

Life & Annuity – Carriers & Commissions

We have a wide range of carriers for life insurance & annuities. Commissions are paid directly from the carrier and differ between carrier and product. You can expect upwards of 100% of the 1^st years premium as a commission on life insurance, and between 6% and 8% commission on annuities (on average).

Life Insurance & Annuity Highlight Sheets

There are so many solutions out there today. Keeping things simple and conceptual for clients is important. These easy one-pagers can help convey concepts in a clear concise manner. Reach out to an annuity and life team member for more information.