How to Sell Annuities
OBJECTIVE – Take the client through a process that eliminates objections and helps them see the value of what Fixed Index Annuities can offer in their retirement portfolio.
The Annuity Process​
  • HOW TO POSITION THE MEETING
    • ​The Script
    • Find the Motivation
    • Areas of Importance
    • The Proposition (Retirement Analysis)
    • What we Review
    • The Doctor Story
    • Software Process
    • Schedule Appointment
    • Send the Link
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  • Retirement Analyzer
    • ​Create New Plan (Profile)
    • Gather Basics (Income, Assets, & Expenses)
  • Strategic Education
    • Pension Maximization
    • Risk vs Safe vs Emergency
    • Sequence of Returns
    • Bond Alternative
    • Roth IRA Conversion​
  • Annuity Education
    • Four types of annuities
    • FIA vs S&P 500
    • FIA Bond interest / Options up / down
    • Illustration Options (Caps, Spreads, Participation rates)
    • Partial Withdrawals (How they work)
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  • Paperwork
    • Annuity Applications
    • Forms (Transfer, Surrender, Rollover)
    • Email Process
  • Product Tools (For Advisors)
    • Annuity Rate Watch
    • Sample Illustrations
  • ​Annuity Strategies (If Time Allows)
TAX SEMINAR TRAINING
Learn how we got over ​60% response rate from our TAX SEMINAR.  We will break down each slide we used and how we achieved these results.
January 2026 Training Session
(Tuesday at 9 am CST)
Business Tax Mitigation (Advisor Site)
  • Learn how to Speak to Business Owners
  • Learn how to offer a Hook and Value
  • Learn which advisors to use
  • Learn different Tax Saving Strategies
We are experts on Retirement and Tax Planning Strategies.

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Birdseye Financial Services
​136 Hillside Drive E
Burleson, TX 76028

​Client Resources
Main # 360-722-7889
Texas # 817-717-1487
Fax #425-412-6865

​[email protected]
birdseyefinancial.com

Business Tax Mitigation for Business Owners
CLICK TO READ OUR FULL DISCLOSURE
The information contained herein: (1) is proprietary to Birdseye Financial Group and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Any information herein about providers, speakers, and services does not constitute a recommendation or endorsement. This material is not to be distributed without the express written consent of Birdseye Financial. Regarding your financial situation, you should consult with a financial professional before acting on specific actions or suggestions given. For legal or tax advice, you should contact your qualified attorney or CPA. Insurance and tax planning services are offered through Birdseye Financial. Investing involves risk, including the potential loss of principal. No market investment strategy can guarantee a profit or protect against loss during declining values. ​Fiduciary Investment Advisory Services are offered through Simplicity Asset Management, an SEC-Registered Investment Advisor. Registration does not denote any level of skill or qualification.

MEDICARE MANDATORY DISCLAIMER
“We may not offer every plan available in your area. ​Please get in touch with Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all your options.” All calls regarding Medicare may be recorded by phone or online and a SCOPE of appointment required by Medicare will be obtained 48 hours before any sales meeting to discuss plan details. (NOTE - The organizations and plans can vary by state and county, we can validate these numbers upon request.)

State Licenses
LICENSES: AZ #7101306, CA #4140429, FL #W825259, GA #3621424, ID #863617, KS #7101306, MA #2176921, NV#3879853, NC #7101306, OK #3001663224, OR #7101306, TX #2695866, WA #190780. Note that in California, our DBA is Birdseye Financial and Insurance Services. The current license status may increase or decrease without being updated on this site. ​If you have any questions, please don't hesitate to ask.

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