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A bilingual training for agents who want a clean, compliant annuity conversation that respects the buyer and the regulators.
Single-vertical Starter
$97
One-time · lifetime access
How to introduce annuities without triggering the "this sounds complicated" wall
The 4 questions that surface whether the buyer is even a fit
Best Interest documentation that protects you and the client
How to refer to a securities-licensed colleague when the case calls for it
Total: ~45 minutes of video
Annuity types in plain language
8 minSuitability — the 4-question screen
7 minWalking the brochure without overstating
9 minBest Interest documentation that holds up
8 minWhen to refer out (and how to stay paid)
6 minApplication and funding without surprises
7 minAngie calls your phone playing the prospect. You practice the opener, the objections, and the close. At the end you get a graded scorecard with specific notes. Repeat as many times as you want.
Buy the Starter
$97
One-time payment
Instant access to the lessons, scripts, and 10 Angie AI role-play sessions.
Free sample lesson
Lesson 1 — free
We send the first video lesson and a sample script to your inbox. No card.
Talk to our team
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Tell us what kind of leads you work and a specialist on our team calls to walk through the right plan.
Educational training for licensed agents. LeadGen AI is a lead-generation platform, not an insurance agency. Follow your state laws and carrier guidelines.