Kent Jacquay

Annuity Sales Lab - May 22, 2026

Annuity Sales Lab

Join us for a live webinar where advisors analyze real cases and learn how to repeat the concept.

<h3><strong><strong>What Annuity Sales Lab is:</strong></strong></h3><ul><li>Hands-on training with a new, practical sales method</li><li>Deep dive into a practical sales process you can start immediately</li><li>Real industry insight</li></ul><h3><strong><strong>What Annuity Sales Lab is NOT:</strong></strong></h3><ul><li>An FMO recruiting event</li><li>A boring lecture about concepts</li><li>A ploy to sell you bad leads</li></ul><p>Annuity Sales Lab is a hands-on training experience designed for insurance agents and financial professionals who want to grow their annuity production and stay ahead in today’s evolving market.</p><p>Each attendee who stays for the whole lab will recieve these amazing offers 100% free:</p><ul><li>A Protectors Vegas ticket (FREE)</li><li>Travel voucher for your flight (up to $750)</li><li>Sponsor swag</li></ul>

Agenda

Welcome

Participants will learn how to use Ansurex to evaluate key indicators that help determine which indices and crediting strategies may be most appropriate on a year-by-year basis. This "Adaptive Allocation" approach gives advisors a powerful new way to position FIAs with clients.

FIA Active Management (The FIA sales secret weapon!)

Watch a video from FACC about the importance of “Best Interest” documentation. Then we will show you how the Ansurex software will audit each of your cases and give you a plan to make them compliant.

Compliance Support Focus

You will be introduced to the largest conference the Life & Annuity industry has ever seen! Are Volatility Control indexes good? What about indexes that don’t have 10 years of live history? Imagine asking these questions directly to the index representatives. That is just one of the opportunities you will have at this conference! You will walk away with more education, more ideas that will grow your business, and learn methods and tools to help advance your career.

Protectors Overview

Participants will have time to apply what they learned to their own client opportunities and identify the best next step for moving those cases forward. This session will also provide guidance on how to continue using the Sales Lab process, Ansurex software, and active management strategy after the workshop.

Next Steps

Learn how to use the Ansurex software to assist a marketing and lead generation program. This program markets to people who have purchased FIA(s) prior to March of 2022. You will discover why this date is the most important date to your business.

The Ansurex Rise Method

Wrap-Up + Q&A

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