Annuity Foundations
West Coast

Join us as we start our conversation on the fundamentals of the FIA by looking at the driving factors for annuities in our clients lives. In this 30-minute course we discuss the three risks most common to annuity clients; Market Risk, Inflation Risk, and Longevity Risk, as well as how the FIA goes about mitigating these risks. All registrants will receive a video recording of the training.

We continue our conversation on the fundamentals of the FIA by discussing the types of FIA’s commonly encountered through WFG and AMS, going in-depth on the framework of both and the differences between. We examine illustrations in depth and review the benefits of bonuses, concluding with a look at how illustrations are obtained through AMS. All registrants will receive a video recording of the training. 

We finish our look at the world of FIA’s by exploring the process of case submission through AMS as a WFG agent. We cover every step required for case submission, from Rightbridge to Contracting to Product Training and of course the app itself. This final session of the Training & Development Series will give you the knowledge and confidence to take your client's case from recommendation to submission to issue. All registrants will receive a video recording of the training.

Join us for a look at all the ways money can move from one place to another. Transfers, rollovers (both direct and indirect), 1035 exchanges and even straight forward funding, all options are explored, including replacements! All registrants will receive a video recording of the training.