It examines how annuities are funded and how they grow. They need self-directed options and self-directed ways to accumulate funds for their futures and to safely and efficiently distribute those funds during their retirement. ©2020 Insurance Agency Marketing Services, Inc. This course offers a thorough orientation to annuities and their application for long-term asset accumulation and income distribution. -JOHN E. “They take every measure to ensure we learn more to be able to produce more.” The eight-hour annuity training course will not satisfy the four-hour annuity training requirement. The IAMS Producer Academy is a three-day Life and Annuity training course certain to help grow your business and help equip you to develop lasting relationships with clients, fellow agents and your marketing team. Suitability and Best Interests Regulation The Department of Financial Services has issued a final regulation, adopting a best interests standard for those licensed to sell life insurance and annuity products in New York. -BRIAN D. At IAMS, our experience gives us the ability to understand that what is important to you, is important to us. Copyright ©1992-2020 As a FMO, our life and annuity team is devoted to assisting advisors from start to finish: from contracting to leads and marketing, quoting and case design, to even application scrubbing and business processing. The IAMS Producer Academy has top life and annuity training guaranteed to improve your business. Discover what trained insurance professionals and advisors are doing right now to grow their businesses exponentially! For these purposes, the insurance industry offers a unique vehicle: the annuity. In December of 1999, my Father and I opened the Insurance Pro Shop… because of the lack of real life insurance and annuity sales training in our industry. Moreover, the course explores the use of annuities for retirement income distribution and examines how these unique products are taxed. (Section 1749.8 (b) of the California Insurance Code) 2020 Life and Annuity Insurance Agent Training. For these purposes, the insurance industry offers a unique vehicle: the annuity. At Pinnacle Financial Services, we partner closely with our agents- you can think of us as an extension of your staff. This course offers a thorough orientation to annuities and their application for long-term asset accumulation and income distribution. The trip is limited to only 50 producers, register today. Section 1749.8 of the California Insurance Code states that any life-only agent who sells annuities must complete eight hours of approved annuity training prior to soliciting any individual consumers. We were also tired of the 95% failure rate for new agents. Join us on February 19th at the Hyatt House Philadelphia/King of Prussia, for a full day of training focused on growing your life and annuity business. Space is limited, so don’t delay in securing your spot at an event you won’t want to miss! Whether you call us for sales support, case design, training academies, product information, forms and documents, or updates on your pending business, we will answer the phone in less than three rings. All Rights Reserved. All resident and non-resident agents must complete the four-hour, one-time training before selling annuity products. In accordance with Reg 187, you will be required to complete a one-time training course for life insurance or annuity business. If you have held a resident agent license issued by the Department continuously for at least 20 years, then you may apply for an exemption from … CMS | Taking Steps to Ensure Medicare Beneficiaries have wide Access to COVID-19 Antibody Treatment, UnitedHealthcare | NOW AVAILABLE! THIS SITE IS FOR AGENT USE ONLY. The IAMS Producer Academy is a three-day Life and Annuity training course certain to help grow your business and help equip you to develop lasting relationships with clients, fellow agents and your marketing team. In addition, if a Life-Only Agent sells an annuity product in a subsequent license term the agent must complete a four-hour California specific annuity training course during that license term. The course explains the design and function of these unique products as well as their benefits, costs, and limitations. This is a first class training event.” Our sole mission to provide you with the most cutting edge products, superior case design and the highest commission levels in the industry. “The training academies are a must attend program! We even offer courses on selling annuities designed to help increase your annuity sales! This training session is an all-expense paid trip limited to 50 producers motivated to expand their business. If you are looking for a solution to a new life case or support on your pending life business, you can expect nothing but top rate service from our professional life department. For instance, we offer the following training formats for annuities: online annuity training, in-person annuity seminars or workshops, or annuity webcasts, webinars, or audio conferences. 1 (800) 772-6881 x7707 jhorton@pfsinsurance.com, 1 (800) 772-6881 support@pfsinsurance.com. Call: 877-488-9308 Pinnacle Financial Services is excited to announce our 2020 Life and Annuity Next Level Agent Training series. For more information, contact a Pinnacle Representative today at 1-(800)-772-6881 x6003 or email lifesales@pfsinsurance.com. Pinnacle Financial Services is excited to announce our 2020 Life and Annuity Next Level Agent Training series. Today, consumers must shoulder much of the responsibility for managing their own financial futures. The course can be completed through: The course concludes with an in-depth look at the suitability and disclosure requirements that attend to the sale and placement of these products and explores the needs for which they are and are not appropriate. Exclusive Freedom to Switch Offer in CA for AARP Medicare Supplement Plans, Humana | Discover all the Ways to Easily Enroll your Clients this AEP, CMS | 2021 Medicare Part B Premiums Remain Steady, Aetna | Get up to Speed with the Ascend Tools & Enhancements, Mutual of Omaha | It’s Long-Term Care Awareness Month, Aetna | Part B Giveback: Help your Atlanta Metro Clients Save $, Aetna | The 2021 Aetna Medicare Assure Premier D-SNP in IA & NE + Ascend/ VBE Updates. This training session is an all-expense paid trip limited to 50 producers motivated to expand their business. Hear about annuity lead programs with proven results, turnkey seminar systems, as well as life and final expense planning solutions that work! When you factor in our expert new business team and focused administration staff, there is no better home for your annuity business. We have surrounded ourselves with some of the industry’s top carriers, but also the staff that will help you with the most competitive quote based on your clients, current needs and health qualification. The course explains the design and function of these unique products as well as their benefits, costs, and limitations. Join us on February 19th at the Hyatt House Philadelphia/King of Prussia, for a full day of training focused on growing your life and annuity business.

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