Annuities
Annuity resources, calculators and training
Questions? Please contact DC Couch, OCI Financial Solutions Sales Executive • 402.697.5629 • dcouch@ociservices.com
Conversations with your clients about annuities should start with the four basic planning needs in retirement:
Accumulation strategies
Income level needed and sources
Health care expenses
Leaving a legacy for loved ones
Choosing the right approach means asking the right questions that will uncover your client’s most pressing needs:
Are they worried about outliving their savings?
Are they concerned about possible future illness?
What are their existing sources of retirement income?
How much of their existing retirement income is guaranteed?
Your clients’ answers will help you identify the protection gaps that cause them the most worry, and your final step is to match your client with the product that will best fill those gaps.
Ask and Listen.
Annuity Resources
Get an Annuity Quote
Annuities Processing & Procedures Best Practices
What you need to know about OCI’s annuity sales process.
Annuities Made Simple
Annuities Explained! What you and your clients need to know about Annuities.
Annuity Marketing Resources
Factual, unbiased materials you can use to educate yourself and your clients.
Tax Advantages of an Annuity Calculator
Future Value of an Annuity Calculator
Use this calculator to help determine your annuity value in a given year and compare it to a taxable savings account like a CD.
Annuity Suitability Training
Step 1: Visit https://www.webce.com/catalog.
Step 2: Click Insurance CE button.
Step 3: Select State.
Step 4: Select Annuity Training.
Step 5: Click appropriate annuity class under Product Training.
Step 6: After you complete please submit the certificate to licensing@ociservices.com.
Annuity Marketing Reimbursement Program
Sell annuity products and earn marketing dollars for any line of business.
Video: Why Index Annuities
