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Lunch & Learn 4-Week Course

Indexed Universal Life and Indexed Annuity Training

Product Specifics and Sales Concepts

Each Friday from February 6th – February 27th 11:30am-1:15pm

Lunch Provided

Seating is limited. Register today!


Week 1 – Week 3
Annuity Products, Concepts and Sales Ideas
Presented by Rich Mangiameli LUTCF, FSS
Annuity Sales Manager

Week 1 – February 6th – Basics
1. Two Basic Products
2. Annuity 101
3. Types of Annuities
4. Surrender Periods/Charges
5. Liquidity
6. Riders & Fees
7. Bonuses
8. Fees/Costs

Week 2 – February 13th – Types of Funds
9. Tax Status of Annuities – Qualified and Non-Qualified
10. Tips for 1035 Exchange
11. Four Basics of Annuity Taxation

Week 3 – February 20th – The Indexed Market
12. The Evolution of Indexed Products
13. Fixed Indexed Annuity
14. Features and Benefits
15. Bonuses
16. Sales Concepts


Week 4
Life Insurance Products, Concepts and Sales Ideas

Presented by Brian Leising CLU®, ChFC®, CASL®
Life Sales Manager
Week 4 – February 27th – Life Insurance Fundamentals
17. Life Insurance Types and Evolution

18. Indexed Universal Life – How does it work?
19. Why Use Life Insurance

a. Tax Concepts, GPT, CVAT and How We Get The Money
20. Sales Ideas and Concepts
a. Retirement and College Planning

Location:
Financial Brokerage, Inc.

17110 Marcy Street, Suite 100

Omaha, NE 68118 Map