Product Resources > Annuities
Annuities
Conversations with your clients about annuities should start with the four basic planning needs in retirement:
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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.
Schedule an Annuity Consultation:
DC CouchOCI Financial Solutions Sales Manager
Ph: 402.697.5629 | Email | Schedule Meeting
Aaron Clark
OCI Financial Solutions Sales Executive
Ph: 402.330.8700 | Email | Schedule Meeting
Get A Quote
Please click below to submit an Annuity Quote to our team.
Annuity Resources
Get assistance with annuity rates, dynamic quotes, forms and more in our dedicated resource portal.
Annuity Carrier Product Training
Get the details on training for Annuity carriers.
Selling Annuities in 6 Simple Steps
Follow these steps to get started selling Annuities.
Best Practices: Annuities Processing & Procedures
What you need to know about OCI’s annuity sales process.
Annuities Explained! What you and your clients need to know about Annuities.
Factual, unbiased materials you can use to educate yourself and your clients.
Get all your questions answered about Fixed Indexed Annuities and how they work.
Stats that will help you tap into a fast-growing segment of the market.
Step 2: Click Insurance CE button.
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.