Broadcast Events

with Tucker Media Studio!

Week 1, June 5, 10 a.m. MDT: An Annuity Primer

Covering the history of annuities, different types of annuities, examples of when you might use each type, and how they work.

Week 2, June 12, 10 a.m. MDT: Contracting & Licensing + FireLight Demo

Overview of SuranceBay (the contracting platform), and the Top 5 must-knows of contracting; also,
how to enter an electronic application on FireLight.

Week 3, June 19, 10 a.m. MDT: Application Tips, Suitability Guidelines, & Carrier Processes

Common Not In Good Order (NIGO) requirements, overall industry Suitability Guidelines, carrier
processes, and follow-up suggestions.

 

 

Week 4, June 26, 10 a.m. MDT: Annuity Rate Watch Demo and SIPS Overview

Demonstrate how to use the Annuity Rate Watch rider quoting tool, research MYGAs, and other
helpful tools; also, a SIPS Income Plan walk-through that will help explain and answer client
questions.