Course curriculum

  1. 1
    • FinFit Life: Process for Getting Appointed with ECA (Annuity Partner)

    • ECA Contact Sheet

    • ECA YouTube Videos (after appointed with ECA)

    • ECA Firelight (Application) Directions

    • Annuities Submission Process (through ECA Marketing)

  2. 2
    • FinFit Life: The Annuity Landscape Flyer

    • SPLINT Marketing Flyer

    • Asset Allocation

    • Retirement Income Planning Calculator and Asset Allocation Webinar Training

    • Retirement Income Planning & Annuities with Dustin Carlson - 12.2022

    • Internal Dustin Carlson RIP & Annuities Training PPT 12.2022

    • John Soo Hoo Annuities Training 01.2023

    • Internal John Soo Hoo Annuities Training PPT 01.2023

  3. 3
    • FinFit Life: ECA, Carrier Annuity Commission Schedule, Effective 01/2023

  4. 4
    • Athene USA Annuities Training - December 2022

  5. 5
    • Athene Product Training

    • Suitability Guidelines for Agents

    • Performance Elite 7

    • Performance Elite 10

    • Performance Elite 15

    • Agility 10

    • Ascent Pro Bonus 10 Product Guide

    • Ascent Pro Bonus 10 Payout Factors

  6. 6
    • American Equity

    • SILAC

    • F&G Life

    • Lincoln Financial

    • Delaware Life