Steps to sell an Annuity
Annuity News
Immediate help for your client
Call or text our Heartland Team. They are your partners in business to help from game planning to choose the right annuity, run illustrations, submit applications, follow up on pending business and requirements. Any aspect of help, they are here for you no matter if it's a new client or an existing client and policy review.
Asher Molina
913-206-5118
Andrew Johnson
816-573-5466
Rick Rooks
913-909-6088
BEFORE submitting Annuity application
1) Obtain Life Insurance license
2) Complete Annuity Certification for your State. "4-Hour Annuity Best Interest" if new
>WebCE.com (https://www.webce.com/) or your preferred CE vendor
>Course Catalog
>Continuing Education
>Insurance CE
>Select State
>Select License: Annuity Training
>Choose Your Own Courses
>Filter depending on State: Initial Product Training; 4 Hour; Annuity Best Interest; 2025 Annuity 4 Hour
>Course you need to take is "4 Hour Annuity Best Interest"
3) Complete Product Training
>Complete Product Training for specific Carrier & Product you're writing. Call Carrier if questions how to access Product Training
4) After completing all items, call carrier & ask if they have it on record. Ask if you're verified to sell that specific product.
>If application is dated & signed before completing items above, you will need to redo get new dates & signatures.
>Carrier contact numbers here: https://fwgpartners.com/carriers