annuity-life-insurance-sales

What problem does it solve?

This Skill provides a structured, compliant framework for guiding licensed insurance professionals through the full retirement-income sales lifecycle, from discovery to post-sale service.

Core Features & Use Cases

• Fact-finding and discovery questions to build a complete client picture.
• Income gap analysis and product-matching decision tree for annuities and life insurance.
• NAIC-based suitability, disclosures, replacement rules, and documentation.
• Objection handling using the A-E-R framework to keep conversations productive.
• Post-sale planning, policy delivery, and annual review guidance.

Quick Start

Schedule a two-meeting process: first complete discovery and fact-finding, then analyze and present tailored solutions with guaranteed income strategies.