Strike While the Iron's Hot!

There’s an extraordinary opportunity emerging in the Fixed Indexed Annuity (FIA) market that many people have yet to discover. This course equips you to capitalize on that potential by expanding your expertise in FIA sales and introducing you to a powerful tool that will dramatically streamline and organize your entire process.

Treasury Market Trend

FIA's sold between about 2015 and 2021 had LOW rates due to historic treasury lows.

FIA Bubble Opportunity

Around $474 BILLION FIAs were sold between 2015 and 2021. The opportunity is MASSIVE!

Capitalize or Get Left Behind

The $474B is in policies all around the country. Will you capitalize on it or let it slip by?

Capitalize on this Opportunity by Learning...

How to Analyze an Existing FIA

Not only will you learn the fundamental reasons as why an existing FIA may be performing poorly, but you will learn a tool that breaks it down simply.

How to Nail the Client Meeting Every Time

Whether you were the original agent or you are pitching to a prospect, learn how to position yourself as the expert the client needs.

How to Turn Analysis' Into SALES

With all of the skills and tools you will learn through this course, making the sale should be a no-brainer to the client by the end!

Course Syllabus

7 Chapters · 34 Lessons

  1. 1

    Module 1: The State of the Industry

    1. (Included in full purchase)

      Intro

    2. (Included in full purchase)

      Lesson 1: Replacements in 2025

    3. (Included in full purchase)

      Lesson 2: Allocation Issues

    4. (Included in full purchase)

      Lesson 3: Carrier Illustrations

    5. (Included in full purchase)

      Lesson 4: Clients Losing Faith

    6. (Included in full purchase)

      Lesson 5: The Rise of the Indexes

  2. 2

    Module 2: Product Selection

    1. (Included in full purchase)

      Lesson 1: Performance is Key

    2. (Included in full purchase)

      Lesson 2: Understanding "Sequence of Return"

    3. (Included in full purchase)

      Lesson 3: The More Options, The Better

    4. (Included in full purchase)

      Lesson 4: Diversification is Necessary

    5. (Included in full purchase)

      Lesson 5: Access, Not Knowledge, is Power

    6. (Included in full purchase)

      Interactive Activity: Product Selection

  3. 3

    Module 3: Using Data In Place of Theory

    1. (Included in full purchase)

      Lesson 1: Projecting Returns

    2. (Included in full purchase)

      Interactive Activity: Comparalyzer

    3. (Included in full purchase)

      Lesson 2: Danger of Theoretical Product Selection

    4. (Included in full purchase)

      Lesson 3: Danger of Theoretical Allocations & Diversification

    5. (Included in full purchase)

      Interactive Activity: Indexalyzer

  4. 4

    Module 4: Diagnosing Underperforming FIAs

    1. (Included in full purchase)

      Lesson 1: Poor Performance Based on Allocations

    2. (Included in full purchase)

      Lesson 2: Evaluating the question... "WHY?"

    3. (Included in full purchase)

      Lesson 3: Poor Performance Based on Historical Data

    4. (Included in full purchase)

      Interactive Activity: Reviewalyzer - Entering a Case

  5. 5

    Module 5: Presenting a Replacement Product

    1. (Included in full purchase)

      Lesson 1: Understanding the Attitude of the Client

    2. (Included in full purchase)

      Lesson 2: Technology is the Key

    3. (Included in full purchase)

      Lesson 3: Know Your Audience

    4. (Included in full purchase)

      Interactive Activity: Reviewalyzer - New Annuity Comparison

  6. 6

    Module 6: Manage Your Business

    1. (Included in full purchase)

      Lesson 1: There is Profit in Organization

    2. (Included in full purchase)

      Lesson 2: Track Allocation Performance

    3. (Included in full purchase)

      Lesson 3: Part of Your Marketing Plan

    4. (Included in full purchase)

      Interactive Activity: Reviewalyzer - Case Management

  7. 7

    Module 7: Marketing in 2025

    1. (Included in full purchase)

      Lesson 1: Methods of Marketing

    2. (Included in full purchase)

      Lesson 2: Infuse Replacement Content In All Marketing Efforts

    3. (Included in full purchase)

      Lesson 3: Powerful New Information to Make Your Marketing Stand Out

    4. (Included in full purchase)

      Interactive Activity: Marketing Tools with Alyzer

    5. (Included in full purchase)

      Outro

Meet Your Instructor Kent Jacquay

Kent Jacquay has been in the financial industry since 1995 the same year the very first Fixed Indexed Annuity (FIA) was sold. He sold FIA’s off and on from 1997 through 2018. In 2019 he opened the Index Resource Center and has grown the company tremendously each year from inception. Today the Index Resource Center services Agents, FMO’s, Carriers and Index Providers all across the nation.

"Grace wrote $910,000 over 12 months with the tool used in this course. She is a semi-retired agent who does not actively market. All her sales are completely off of replaced business and new funds found during reviews."

Grace Kelley

"Mark wrote $1,331,000 over the last 12 months on business generated with the tool used in this course. Combined with other marketing efforts he increased YOY premium by over 20%."

Mark Peters

"Mike has written approximately $1.5 million just off using the tool used in this course in 2024. He loves the graphs it provides and says it makes the selling process much easier."

Mike Johnson

Ready to Transform Your Career?

Join our course now and unlock the secrets to mastering Fixed Index Annuity analysis. Take the first step towards a successful career in financial advisory!

$499.00

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