Join us for a focused annuity training session on Wednesday, January 28th from 10:30 AM – 11:30 AM at The Alcove – 2210 SE 17th St, Ocala, FL 34471.
This session will explore why fixed annuities are gaining popularity in today’s market—and how you can leverage them to better serve your clients during OEP.
• Current Fixed Annuity Rates – Understand what’s driving interest
• Contracting Requirements – What you need to get started
• Quoting Best Practices – How to position solutions clearly and confidently
We’ll also spend time booking your first client engagement meetings for the Open Enrollment Period, ensuring you’re ready to hit the ground running with tools, strategy, and support.
👉 Whether you’re new to fixed annuities or ready to sharpen your sales approach, this session is designed to get you prepped and productive for OEP. Don’t miss it!
