We have created a comprehensive training program that will provide all the training you need to begin being successful with annuities (along with whatever you sell!). The courses are available through our secure agent portal.

The Step Program is an organized way for agents to learn what they need to know to write consistent, sustainable business.  It incorporates all the training and resources we have, and organizes them in a step-by-step program.  An agent, no matter what level they are at, will benefit from this program. ALL AGENTS should start at Step One and make sure that they have all the pieces for a firm foundation on which to build a profitable business.

Each course is a self contained multi-media presentation.  Just click, sit back, watch, and learn.

The steps allow our agents to fill in gaps that they somehow missed or brush up on things they had forgotten.  It allows brand new agents to get off to a fast start and helps those struggling, find focus.  It helps agents to see a plan, a blue print, or a system to get them to reach the goals they are looking for.

It also has a uniquely simple, yet incredibly effective marketing program contained in it.  If you follow the instructions, you will produce business while taking the program. It is so effective, nearly half the agents who do the marketing program continue it on a monthly basis.

Step Program Description

The Step Program Introduction training introduces the program, how it works, and how it helps.

Step One provides you a foundation in Fixed Indexed Annuities. This goes beyond basic information and educates you on the features, the advantages and the functions of FIA’s.  It also prepares you to begin marketing FIA’s.

Courses

1.       Fixed Index Annuities: What they are, how they work, and what they do

2.       Crediting Methods and Indices

3.       Liquidity and Surrender Charges

4.       Income Riders & Lifetime Income Benefits

5.       Qualified and Non Qualified Money

6.       Gathering People to Marketing to

Step Two provides details and training about specific products you are contracted to sell through Life Sales, how to gain access to product grids, and additional training on those products.

Courses

1.       Creating a Product Binder

2.       Accessing Product Training

a.      Product Training Films

b.      Product Information Sheets

c.       Accessing Rate Sheets & Product Grids

3.       Teleconferences, Seminars, Webinars, and Summits

4.       Letter Writing Course

Step Three provides detailed training on how to teach and educate people about FIA’s.  It helps you create presentations and prepares you to do business with a client.  These courses also include how to cross sale annuities, obtain referrals, and use our case study program.

Courses

1.       The 15 Minute Interview

2.       The First Presentation

3.       The Second Presentation

4.       Product Evaluation Presentation

5.       Referral Training Part 1 & Part 2

6.       Cross Selling

Step Four provides training on how to build a successful business.  This includes business planning, marketing, and building systems that will help you succeed.

Courses

1.       Successful Agent Training

a.       Meet Bob

b.      Jimmy & Bobby

2.       Creating a Business Plan

3.       Agent Categories: Best Practices

4.       Work with What You’ve Got

5.       Marketing Allowance Program (MAP) Resources

6.       The Secret Handshake

Step Five provides training on how to focus on your success.  Sometimes it is the little things that keep you from succeeding.  These courses will help you build a more successful business.

Courses

1.       Writing Clean Applications & the Follow Up process

2.       Stretching IRA’s and Annuities

3.       Signature Guarantees

4.       Suitability

5.       Building a business and making the leap to success

Once you are ready to succeed call us at 888-283-9647 (480-380-6149) to gain access to our Agent Website for complete details on all of our programs.

Marketing: Agent  Development Program

 John, who is our resident marketing guru, has set aside several hours a week to work with you on your marketing.  This includes detailed explanations of all of our marketing programs, how they are being used, how you can use them, and which one might be best for you.  He can help work through issues, design marketing budgets, and ensure that you are utilizing all the resources that are offered through AZLS.