MYGAs, FIAs, Bonus FIAs and RILAs, Side by Side
Clients rarely ask about one product in isolation. They have read about MYGAs, FIAs, bonus FIAs and RILAs, and they want to know why one is right for them and the others are not. ANITA’s training program puts the four...
After the Sale: Renewals and Retention
The sale starts a relationship that runs through the whole surrender period, often five to ten years. How agents handle those years decides whether the client renews, withdraws prematurely, refers friends and family, or files a complaint. This module covers...
Income Riders, Demystified
Income riders are among the most popular features on FIAs, and also often the most misunderstood. A client who hears “7% guaranteed growth” and assumes it means cash in the account, will eventually feel misled, and that turns into a...
Inside Annuity Pricing
Insurers follow a very precise methodology for setting the cap rates, participation rates, bonuses and other benefits for each product on their shelf. With ANITA, your agents get an inside view on the manufacturing process of annuities and understand why...