Life Agents Steps To Get Started Selling Fixed Annuities

Sometimes hardest part is getting started. Here is a quick review of the steps needed for a life licensed agent to begin offering Fixed Annuities.

What you should have in place first:
A. Your life insurance license issued by you state of residence
B. Error and Omissions coverage life insurance and annuities

First steps:
#1 Complete any state specific annuity continuing education requirements
#2 Complete the insurance company appointment/licensing paperwork
#3 Complete the insurance company product specific training
#4 Register with the insurance companies web site (optional / if available)
#5 Access to the insurance companies product materials, illustration software and new business forms.

Continuing education link: https://www.webce.com/

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