Client Intake Form

Release of Information Acknowledgement/Agreement *

I agree

My client has authorized me to share their private information, including but not limited to, their Date of Birth, personal account information and account statement to the Annuity Fundamentals team members and Insurance carriers only as deemed necessary. This information will solely be used for the purpose of advising on a product for the client and will NOT be sold to or shared with any 3rd parties for the use of leads or other marketing purposes.

Commission Splits

20% Referral = I would like to pass this potential annuity opportunity off to an annuity expert and receive a referral fee should the business be placed.

20% to the expert = Attempt the sale yourself but want an annuity expert on stand-by, to call, while in your appointment.

50% to the expert = Have an annuity expert attend the whole appointment with you and assist in the sale.

We now have the ability to connect you with a licensed annuity expert to offer in-home sales presentation assistance. This service will be provided at a split commission percentage as defined below. If you would like to be connected to an annuity expert to utilize this service, please select one of the following options. Please note, this service is OPTIONAL. As always, providing illustrations and pre-sales training through the Ask A Specialist platform is provided at NO COST to all agents.

Steps to Selling Annuities

Step 1

Fact & Value Finding

Data Discovery

Understanding whether a client qualifies for an annuity product based off their current financial situation. Identify the following:

Hot buttons, Goals, Interests
Retirement Needs
Current Policies
Retirement & Saving Accounts
Risk Analysis

Learn more in the Master Course

Annuity 102 Section

Step 2

Collect Statements

Accounts and Documentation

Collect statements and documents from clients to get the full scope of their financial situation. Documents may include the following:

Bank Statements
Retirement Accounts
Investment Accounts
Life Insurance Policies
Long-term Care Policies

Learn more in the Master Course

Annuity 102 Section

Step 3

Create an Illustration

Case Design

Review fact and value finding documents, statements, and client's needs. Compare with available products. Do the following:

Understand Clients Needs
Review Statements & Documents
Product Selection
Product Illustration
Prepare Distribution Calendar

Learn more in the Master Course

Annuity 103 Section

Step 4

Present Illustration

Client Review and Close

Meet with client to present the illustration, note policy adjustments, and close the sale.

Review Client's Needs
Discuss Policy Changes (Optional)
Present Illustration
Product Close

Learn more in the Master Course

Annuity 103 Section

Step 5

Submit e-App & Transfer Funds

Carrier Application

After closing, fill out the e-App and submit to carrier, and begin transferring funds.

With client, fill out e-App
Collect Signatures
Submit e-Application to Carrier
Transfer Funds

Learn more in the Master Course

Annuity 103 Section

Step 6

Policy Issue and Client Review

e-App Approval & Review

Follow up with the carrier until the policy is issued, present the policy and gift to client.

Follow up with carrier until issued
Once issued, present policy to client
Present client gift
Set expectations for annual review

Learn more in the Master Course

Annuity 103 Section

Contact Us

Provide your information and leave a message.

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This website is designed for financial professional use only. It should not be considered an advertisement for the provision of investment advisory services or for the sale of insurance products to retail investors.

Ask a Specialist

Submit a client intake form for assistance on a case design or appointment. Our team will review the form and schedule an appointment with you.

Client Intake Form

Steps to Selling Annuities

Step 1

Fact & Value Finding

Data Discovery

Understanding whether a client qualifies for an annuity product based off their current financial situation. Identify the following:

Learn more in the Master Course

Annuity 102 Section

Step 2

Collect Statements

Accounts and Documentation

Collect statements and documents from clients to get the full scope of their financial situation. Documents may include the following:

Learn more in the Master Course

Annuity 102 Section

Step 3

Create an Illustration

Case Design

Learn more in the Master Course

Annuity 103 Section

Step 4

Present Illustration

Client Review and Close

Meet with client to present the illustration, note policy adjustments, and close the sale.

Learn more in the Master Course

Annuity 103 Section

Step 5

Submit e-App & Transfer Funds

Carrier Application

After closing, fill out the e-App and submit to carrier, and begin transferring funds.

Learn more in the Master Course

Annuity 103 Section

Step 6

Policy Issue and Client Review

e-App Approval & Review

Follow up with the carrier until the policy is issued, present the policy and gift to client.

Learn more in the Master Course

Annuity 103 Section

Contact Us

Provide your information and leave a message.

Thank you for your patience.

How can we help?