Want help with getting those annuity applications processed ASAP? Did you know about all of the training that’s available on www.naaleads.com under Carriers, American Equity?
Do you have questions about how to determine whether an annuity is a suitable product for your clients? Want to know how to fill out the suitability form? Go to Carriers, American Equity & review these links: American Equity Suitability Guidelines, American Equity FAQ on Suitability, American Equity Guide to Completing Suitability Acknowledgement Form 4106, and Tips on Completing the Annuity Application.
If you’re not sure how to fill out the application, the potential business form, the disclosure statement, the transfer forms, etc. then check out the link: Tips on Completing the Annuity Application. It goes through the application & all forms page by page with notes on how to complete them.
Want to know more about the annuity products? Check out the training guides: Annuity and LIBR training. Also be sure to check out all of the annuity training on NAAtv and in NAA University.
Did you miss the national conference call with American Equity with lots of great tips & information…or do you want to hear it again?
Go to www.naa-tv.com and search for Marlys. The call is titled "American Equity – How to Fill Out An Application".
And be on the lookout for a new annuity weekly webinar series hosted by Gina Hawks beginning the week of December 12th!