On-Demand Trainings

RightBRIDGE Report

Learn how to complete a RightBRIDGE report and confidently navigate the process from start to finish. This practical training will walk you through gathering the information needed, entering client and source-of-funds details, documenting the reasons for moving money, and completing the questions used to evaluate and support the recommendation. Learn how to avoid common mistakes, understand what the report is asking, and generate the documentation needed to help move your case forward smoothly and efficiently. Click to view now

Annuity Rate Watch

Recorded Webinar - Learn how to use Annuity Rate Watch to quickly research, compare, and quote annuity solutions. This practical training will show you how to find the most up-to-date annuity rates and product information, explore key product features and attributes, and use the Income Rider Quoting Tool to compare guaranteed lifetime income options. Get comfortable navigating this powerful resource, available exclusively to you through AMS, so you can find the information you need and identify solutions that fit your clients’ goals. Click to view now!