No-Cost Annuity Training For Plan Advisors

'Life & Health' Insurance Agents

Double Your Income. Serve Your Clients

From Health to Wealth

Add Annuities to Your Sales Process

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Meet The Instructors &

Course Overview

LIVE Online Training Events

'From Health to Wealth'

1-Hour, Live Kick-off Event of Annuity Fundamentals'

Training Programs with Q&A Session

Sessions Hosted Via Zoom

Training brought to you at no cost by

Plan Advisors, an Integrity Partner

Presented by the

Award-Winning Hosts

of the Annuity Fundamentals 'Health to Wealth' Podcast

Ryan Anderson

Ryan has over 30 years of experience in various executive roles, including vice president, general manager, and financial consultant. He holds a Series 65 securities license and specializes as a financial advisor, primarily assisting those approaching retirement. Ryan has earned multiple awards for his achievements, including setting sales records and developing a successful annuity sales program that significantly boosted production. Throughout his career, he has trained thousands of individuals, helping Medicare and life agents enhance their skills and increase their income.

Kylee Mollotte

Kylee grew up on a farm in Othello, Eastern Washington, where sports helped her develop strong leadership skills. After earning a Bachelor’s Degree in Business and Marketing from Boise State University, she spent five years in Project Management with A&K Construction in the Tri-Cities. She then moved to Coeur d'Alene, ID, where she quickly advanced in the insurance industry, managing a team specializing in Medicare and financial services. Kylee eventually co-founded her own company with partners Ryan Anderson and Angelique Madsen.

What This Kick-off

Training Covers

Overview:

Are you ready to transform your approach and maximize earnings from your current book of business? Annuity Fundamentals training equips agents like you with actionable strategies to seamlessly incorporate annuities into your Medicare sales process.

Turn Medicare Clients into Annuity Clients: Learn how to identify opportunities within your Medicare client base to offer annuities, creating added value for them and higher compensation for you.
Work Your Existing Book of Business: Discover strategies to sell annuities to clients you’ve already built relationships with—no extra lead costs required.
Compliantly Get Annuity Appointments During Medicare Appointments: Navigate the regulatory landscape with ease as we teach you compliant techniques to introduce annuities in scoped appointments.
Maximize Every Lead: Stop spending more on new leads. Instead, unlock the hidden potential of your current leads to increase your annuity sales.

Training Topics & Details

Fundamental Language for Annuities

Gain a solid foundation in the key terms, words, and phrases essential for effectively discussing Annuities with your clients. Understand how to incorporate this language into your existing sales conversations to enhance clarity and trust.

Sample Documents for Presentations

Access valuable sample documents that you can integrate directly into your client presentations. These resources will help you clearly communicate the benefits of Annuities and simplify the decision-making process for your clients.

Compliant Appointment Setting

Discover how to compliantly set Annuity appointments during scoped Medicare meetings. Learn the do’s and don’ts of transitioning from health to wealth discussions without crossing regulatory boundaries.

Turbocharge Your AEP

Supercharge your Open and Annual Enrollment Period (OEP and AEP) by incorporating Annuity sales into your client meetings. Learn the strategies that can increase your sales opportunities and help you provide a more comprehensive financial solution to your clients.

Key Skills You'll Develop

Understanding Annuity Fundamentals

Learn the critical language, phases, and sentences that will help you explain Annuities effectively to your clients.

Value-Finding with a Factfinder

Master the art of using a factfinder to identify and meet your clients' needs, ensuring you provide the most relevant and beneficial Annuity solutions.

Transitioning from Health to Wealth

Understand how to smoothly transition your conversations from health insurance topics to wealth management, offering a holistic approach to your clients' financial well-being.

Serving with a Servant’s Heart

Discover how to align your sales approach with a service-oriented mindset. Learn to understand your 'why' and how it can drive your mission to serve others.

Post-Training Opportunities

Following the training event, continue to take your expertise to the next level with our no-cost, six-week training program. This intensive course, led by national Annuity trainers Ryan Anderson and Kylee Mollotte, will guide you step-by-step through the process of becoming proficient in Annuity sales, ensuring you can offer your clients the best possible advice and service.