Training Tools
Allianz Advanced Markets Q&A 2.9mb
The Rollover Market 220k
Just Ask 96k
Life Stage Referral 1.4mb
Medical Evaluation – SPIA 1016k
Monthly Cap – Baseball 76k
RMD Brochure 452k
Tax Diversification 128k
Tax Equivalent Yield Table 40k
10 Key Factors in Retirement Planning 2170k
2008 Tax Update 35k
3 Phases of Retirement 70k
Annuity Distribution at Death 33k
And I Told Two Friends 685k
Comparing Annuities 355k
Do’s and Don’ts of Index Annuity Selling 45k
Indexed Annuities “Candy Jar” Selling Script 51k
Fixed Annuity Catch Phrases 36k
How Do I Ask My Customer To Make a Decision 26k
How Do I Find Prospects 40k
How Do I Get An Appointment 36k
How Do I Learn My Customer's Wants 36k
I Should Have Bought Annuities 162k
IRA Contribution Limits 52k
Mackay 66 - Client Profile Questions 252k
Nine Habits of Effective Salespeople 670k
Selling Points 76k
SPIA Guide to Overcoming Directions 693k
Starting Off Right 66k
Ten Second Annuity Summary 39k
The Perfect Investment 439k
To Roll or Not to Roll 687k
Time is Short 305k
Understanding Fixed Indexed Annuity Pricing 222k
Wealth Accumulation for Younger Clients 213k
What is an Income Gap 1740k
Where Did the Annual Point to Point Get Me? 602k
Which Crediting Method is Right for My Client? 45k
Why Do I Have to Pay Cap Gains 31k
Why Do People Buy Annuities 708k
Your Clients Think You're More Important 41k
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