4. Get Selling: Annuities

At First Financial Security, we offer a range of financial solutions, including annuities. Too often, these powerful products are overlooked – leaving an opportunity on the table. GET SELLING: Annuities covers everything you need to get started offering annuities to your clients. We’ll cover how annuities work, who can benefit the most from them and how you can use annuities as part of a client’s financial solution.  

Because annuities are more complex financial products, we’ll also cover which clients may be suitable for purchasing an annuity, as well as the tax implications of withdrawals and contract cancellation. 

After completing this course, you will understand:  

• Key concepts of annuities. 
• Common myths and misconceptions about annuities and how to address them. 
• Who is the best fit for an annuity product. 
• How to pitch annuities to your clients.  
• Tax implications surrounding annuities.