Vice President of Retirement Solutions, Bill Martin 2.0, navigates through F&G’s Life Illustration software and ensures that you hit on all applicable areas!

Senior Vice President of Retirement Solutions, Pete Lee, is joined by Athene's Compliance Director, Eric Stanley, to review the Annuity Suitability process - what makes an ideal case, and what can cause a case to be declined, including automatic declines.

Vice President of Retirement Solutions, Bill Martin 2.0, navigates through NLG's Illustration software and ensures that you hit on all applicable areas!

Many of our clients at Equis Financial are Baby Boomers, and not only entering retirement, but also starting to think about protecting their assets with Long Term Care Insurance. This offers a tremendous sales opportunity to work with these clients and provide strategic planning as they look ahead to their golden years. Join us as Pete Lee provides an overview on the AnnuiCare annuity, and explains how it can be an excellent way to plan for Long Term Care expenses without having to buy an insurance policy that the client may never use!

Vice President of Retirement Solutions, Bill Martin 2.0, explores and answers the common question, “When do I use an Indexed Annuity versus an Indexed Universal Life policy for somebody that is looking to save some money?” Compare and contrast these savings strategies to find the BEST solution for your client!

Vice President of Retirement Solutions, Bill Martin 2.0, explains the importance of using a Retirement Solutions Specialist to help in close more indexed product sales and also explains the fantastic opportunity that Equis provides for you to become a Specialist and serve your team's indexed product needs.

This episode, Pete Lee & Bill Martin 2.0 are joined by David Downing, a Senior Internal Wholesaler with F&G! David provides updates about what's new with F&G’s annuity products, especially relating to new indexing strategies, how the products perform, and who’s a good fit!

Join SVP of Retirement Solutions, Pete Lee, for an in-depth look at the basics of Annuities: what they are, how they work, and how to sell them!

Vice President of Retirement Solutions, Bill Martin 2.0, reviews the key features of the Athene Agility 10 & 7 product.

Vice President of Retirement Solutions, Bill Martin 2.0, clearly describes and illustrates the nature of annuities and how they operate!

Vice President of Retirement Solutions, Bill Martin 2.0, reviews the key features of the F&G Accelerator Plus product.

Vice President of Retirement Solutions, Bill Martin 2.0, advises how to get Annuity Money transferred quickly, which will help both you and your client!

Vice President of Retirement Solutions, Bill Martin 2.0, reviews the key features of the F&G Accumulator Plus product.

Vice President of Retirement Solutions, Bill Martin 2.0, explains exactly how indexing works!

SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, reveal the secrets to success in getting your annuity reviewed and paid quickly! It’s not as difficult as you might think!!

Vice President of Retirement Solutions, Bill Martin 2.0, navigates through F&G’s Indexed Annuity Illustration software and ensures that you hit on all applicable areas in order to show your clients their potential gains with an Indexed Annuity!

This episode we offer tips and tricks for getting your business issued quickly! Whether it’s an IUL, a Fixed Indexed Annuity, or a debt elimination case, we have information that can help you take advantage of the carriers’ push to issue cases!

This episode, SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0 review what they learned in the Hall of Fame Annuity Training with Doug McDermott! Plus, they provide annuity updates!

Vice President of Retirement Solutions, Bill Martin 2.0, explains Guaranteed Lifetime Income riders.

Vice President of Retirement Solutions, Bill Martin 2.0, navigates through Athene's Indexed Annuity Illustration software and ensures that you hit on all applicable areas in order to show your clients their potential gains with an Indexed Annuity!

You’ve heard of the free tools that we have access to as Equis agents provided by Gradient such as the Color of Money Risk Analysis and Retirement By Design. This week, SVP of Retirement Solutions, Pete Lee, and VP of Retirement Solutions, Bill Martin 2.0, meet with National Manager & Platinum Elite Producer, Daniel McRae, and Sales Manager, Danny Favreau. Both agents have actually used the tools, and join to discuss what kind of success they have had, the feedback that they are receiving from their clients, how YOU can start using these tools, and WHY you should use them!

Vice President of Retirement Solutions, Bill Martin 2.0, reviews the key features of the Athene Performance Elite 15, 10, 7 product.

Vice President of Retirement Solutions, Bill Martin 2.0, explains what the CRM Brochure is and how it can help you to find more money in a client’s home!

Vice President of Retirement Solutions, Bill Martin 2.0, walks you through the suitability forms for Athene and F&G to ensure you understand what the carriers are looking for!

Vice President of Retirement Solutions, Bill Martin 2.0, reviews the key features of the Athene Ascent Pro Bonus product.

Vice President of Retirement Solutions, Bill Martin 2.0, discusses the main features of F&G's Safe Income Plus product.