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.
Meeting Agenda
  • MAIN
  • Meeting #1
  • Meeting #2
  • Meeting #3
  • Meeting #4
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ANNUITY TRAINING
  • Meeting #1 - How to connect with the client, build value, and promote software analysis
  • Meeting #2 - How to use software to uncover opportunities for annuities
  • Meeting #3 - How to explain Fixed Index Annuities so the client understands it
  • Meeting #4 - How to manage your book, Research, & Process Applications and Replacements
  • 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
  • Retirement Analyzer
    • ​Create New Plan (Profile)
    • Gather Basics (Income, Assets, & Expenses)
  • Strategic Education
    • Pension Maximization
    • Risk - Safe - Emergency
    • Sequence of Returns
    • Bond Alternative
    • Roth IRA Conversion​
Annuity Education
  • Four types of annuities
  • FIA vs S&P 500
  • Annual Reset
  • Safety of Annuities (Banks vs Insurance)
  • Bond interest and Options (up / down)
  • Illustration Options (Caps, Spreads, and Participation Rates)
  • Partial Withdrawals (How they work)
Annuity Tools
  • Agent Tracker (For Advisors)
  • Client Calculator
  • Research Annuities
    • Annuity Rate Watch
    • Sample Illustrations
    • ​Comparison Forms
Paperwork Process
  • Applications
  • Transfers
  • Replacements​
ANNUITY TOOLS
HOW TO GET CONNECTED
  • Log in to the FIG Platform
  • Click Resources
  • Click Tools and Calculators
  • Click Annuity Rate Watch
HOW TO GET AN ILLUSTRATION
  • Track Business
  • Present Replacement
  • More information
ANNUITY REVEIW FORM
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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

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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.)

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