Annuities

Annuity resources, calculators and training

Schedule an annuity consultation with our annuity specialist: https://oci.appointlet.com/b/dc-couch

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.

Fixed Indexed Annuities 101

Get all your questions answered about Fixed Indexed Annuities and how they work.

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.

Who Buys Annuities?

Stats that will help you tap into a fast-growing segment of the market.

Video: Get the Basics on Indexed Annuities

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.

  • Agent Information

  • Client 1 Information

  • Client 2 Information

  • Policy Information




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