Annuity Toolbox Module
1.
Carriers and Products
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Visit our
website for contracting with our annuity carriers at Annuity
Carrier Contracts. You will want to
contract with all carriers with our annuity alliances. Once completed, please e-mail them to us at Contractingannuity@yournapa.com
or fax them to 206-260-2493. Utilize our
Contracting
Fax Submission Cover Sheet Be sure to include copies of your state
licensing and E&O coverage verification with your contracts.
2.
Agent
Training
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Agent
training is provided by our carriers and you will be notified by them with your
agent ID numbers, training and certification requirements.
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You should
also review the Summary Overview of the Retirement Account Rescue Model
as well as the sales presentations below.
3.
Sales Tools and Presentations
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Are available
through our alliance websites at NAPA-Unkefer
Agent Resources (You will be required to register as a
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Available to
you now is the
4.
Seminars, Leads and Pre-set
Appointments
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We have
multiple programs available for seminars, leads and pre-set appointments. Although you may find links to programs
through some of our alliances, we recommend that you register through
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SEMINARS: There is by far one seminar company that is
in our opinion the best in the industry.
Seminar Success through Response Mail Express (RME) can
customize, train and ensure that your seminars are a success. We are so confident, that we will contribute
$500 to the cost of your first seminar with RME. Your contact with RME is Kier Walton, and he can be reached directly at (800)795-2773, Ext. 5494. Special financing is available to qualified
agents, simply complete this application
prior to contacting Mr. Walton.
You are welcome to contact us with any questions you
have at 1-800-282-5761.