Enroll in Our In-Depth Annuity Sales Training Program

The complete course to master the art of selling Annuity Insurance. 

(The course is a work in progress and is not finished. Sign up now to save money and take the lessons as they come out!)

This course is included in The Insurance Advisor Elite Training Program

Why Join Annuity Insurance 101 Training

Master the art of selling annuity insurance with step-by-step insurance agent training and support. Annuity insurance agent training from the ground up. 

Learn the basics

Learn the basics of how annuity insurance products work, sales training, sales techniques, and tips to help you think critically in the field. 

Don't go at it alone

This training program is dedicated to helping you learn the best practices of both business and annuity insurance so you avoid mistakes.

What you get when you purchase


Course access

Get access to the Annuity Insurance 101 course. Annuity Insurance 101 was designed for annuity insurance-focused insurance agents by annuity insurance agents.


Advanced sales strategies

Learn advanced annuity insurance sales and prospecting techniques, case design, underwriting, audience targeting, and more.


More revenue

Build a bigger and more profitable book of annuity insurance business. Go from just another insurance agent to THE INSURANCE ADVISOR for your clients.


Prospecting techniques

Learn to attract your ideal annuity insurance clients, close more deals, make more money, have the career you want, and get the tools you need to succeed.


Dedicated support

Get one-on-one coaching and support without having to do contracts or being tied to an upline. Assistance with case design, policy placement, best business practices, and more.


Proven sales system

Discover the framework and sales system to become a true insurance advisor.


Resources & digital tools

Instant access to a growing list of resources to build your insurance career. Access to our expanding digital tools such as downloads, planners, spreadsheets, templates, worksheets, and action guides to cut the learning curve of insurance.


Over $500 in savings

Save over $500+ with exclusive discounts on overhead costs, startup costs, leads, software, technology, business services, and more for your insurance business.

Happy Customers

Worth It To Me...


Preston Pischke Independent Insurance Agent

Insurance Sales 101 helped me understand commissions, how to set my business up properly, and how the flow of this industry works. I would absolutely recommend this site for new agents getting started because unfortunately there is a lot of misguided information out there. Everybody wants to brainwash a new agent into thinking their way is the only way and the best way. Self-paced learning while you're only a phone call away. My knowledge grew extensively which was worth it to me.

What Makes Us Different?

We do not require contracts, production, or commissions from you to help you. Our training is developed to be on-demand when you need it. 

There are no mandatory training sessions that you might miss or face-to-face training events you have to waste your hard earned money on.

Your questions will be answered in one-on-one sessions via phone, live chat, email, or booking appointments.

All payments are one-time. We will not force you into a recurring subscription fee, and we will not Nickle-and-Dime you for every little thing.

You will get instant access to all the training program's relevant digital tools, downloads, planners, spreadsheets, templates, worksheets, and action guides. However, you can pay for course content individually or sign up for an all-access-pass bundle.

What Are You Waiting For? 

There's absolutely NO RISK with our 30-day Money Back Guarantee.

Faq.

WILL THE PRICES EVER INCREASE?

Yes, we raise the price regularly to reflect the increased value our customers receive. The prices you see will be the lowest they will ever be—Lock in your rate today.

Is this program for me if i'm already a seasoned insurance agent?

If you are a seasoned insurance agent, the training program can still help you learn another insurance product, enhance your selling process, and give you new ideas, tips, and strategies. Yes, this program was designed with YOU in mind as well.

Is this PROGRAM FOR ME IF I'M NEW TO THE INSURANCE INDUSTRY?

If you are new to insurance, this program is designed to help you understand the basics, develop a sales process, market, sell yourself, and write business. Yes, this program was designed with YOU in mind.

Is selling annuity insurance a good career choice?

Yes, because Annuity insurance is for a specific market that needs help preparing for retirement!

If you are self-disciplined, organized, and committed to servicing your policyholders, you will build your business and help others at the same time!

How do I start selling Annuity policies?

The first step is to become a life licensed insurance agent in your resident state. We do provide discounts for customers on pre-licensing and continuing education courses. We encourage you to find out the specific details from your department in your state (we also go over how to become licensed in the training.)

Can I sell Annuity insurance over the phone?

Yes, most Annuity insurance carriers will allow you to sell over the phone and have electronic application processes. It is considered harder to do than Face to Face sales.

Note: You can even make your phone calls more personable with video conferencing software.

How do I sign up?

All you have to do is click the enroll button below, sign up, pay, and you will be given access!

How do I get contracts/appointments with annuity Insurance Carriers?

Once you have your Life license, you will want to research for a suitable Insurance Marketing Organization (IMO) that fits your needs. For example, TR King Insurance Marketing.

How much money should I set aside to get started?

At a minimum, we recommend saving up $3000 for your very first marketing effort (buying leads, etc).

Our suggestion is to have $7,400 set aside for the first 3 months for numerous start-up expenses. With more than half ($5,700) for marketing (buying leads, etc).

Should I have a business/marketing plan?

Yes, we strongly recommend that you do. How can you possibly measure success of your business long term without a plan?

A strategically developed business and marketing plan begins with realistic goals, financial planning, and actions to achieve your desired results.

What will I need to do Annuity Insurance 101 training?

You will need the following:

  • Access to internet via mobile, tablet, or desktop.
  • The ability to follow directions, a desire to learn, and self-discipline.

We recommend having something to take notes or write down questions. You will have access to live chat so you can ask questions as they come to you as well.

What will I need to sell?

You'll need the following things to make sales:

  • A customer relationship management system (CRM) - Free CRM provided with purchase of training program.
  • Product knowledge and training - training and support provided with purchase of training program.
  • A vehicle to go to appointments, an office (for appointments to come to you), or a phone.
  • Insurance company appointments through a reputable upline.
  • The ability to handle rejection and a drive to succeed.

What software/devices will I need to get started for selling?

Here is a short list of the vital software to start:

  • A customer relationship management system (CRM) (comes with purchase of training program).
  • A laptop and a cellphone or a softphone service such as RingCentral.
  • A more extensive list of software will be provided for paying customers supporting the site under the discount library.

Which insurance companies do I need to be set up with?

You can call, use the live chat, or set up an appointment with staff members to help you narrow this down as a paying customer. Our staff members will narrow the companies you need by zip code. We will make sure the companies are competitive for your desired work area, customer-centric, and known for good agent support. Having the right carriers is crucial for your success.

Will I need E&O coverage?

Yes, we highly recommend having your own E&O coverage and we offer a discounted E&O program to our customers to help offset the costs.

Will I need a website?

No, you don't. However, we do advise to have at least a one-page website that helps build your credibility and gives you a place to generate leads.

As the need for a digital presence grows, insurance agents will need to be prepared to obtain and service clients in this fashion.

Do you have leads or a lead programs?

We do not provide leads or have lead programs. Instead, we offer an array of discounts from trusted and vetted lead vendors in the industry with your purchase.

Why should I look for a Insurance Marketing Organization (IMO)?

It is essential that you be set up with the right insurance carriers and get the attention you need. Insurance carriers will not tell you if a competitor is better than them. An IMO can narrow it down to your specific area, increase your sales, and go to bat for you when a problem arises with a carrier.

Do you provide discounts for customers?

We offer several discounts and trusted resources for our customers to use to keep your operating costs down. The training program will pay for itself. We continuously add and remove resources based on their relevance.

Do you provide coaching sessions?

Yes. You can get one-on-one coaching sessions by going to your member dashboard once you sign up.

See How You Can Make a Living Selling Annuity Insurance

Learn. Execute. Sell.

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