Annuities 101: Everything You Need To Get Started

No experience? No problem! This course walks you through everything you need to know when getting started in the annuity business.

“A wealth of knowledge! As a first-year producer after getting through the first year I need as much info as I can get. I’ll never stop learning and this was so key in getting the next year started. I highly value you and your wealth of knowledge!”

Garridan B.

Have you ever wanted someone to walk you through the basics of annuities, step by step, without bias? Strengthen your annuity knowledge by discovering the truth about annuities, how they work, how they benefit your clients, how commissions work, and more.

Learn the facts and functions of annuities from an elite producer so you can explain them like a pro to your clients!

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“Well worth my time. Chad is very down to earth & a man of integrity.”
Kevin B.

“An excellent breakdown from start to finish on how to create a model for success.”
Steve A.

Is this for you?

If you are ready to stop depending on vague training, stop doing the same things that have led others to failure and stop assuming the only way to learn is by making mistakes, then this training is for you. Start learning from other agents’ failures. Rely on training that is direct, specific and effective.

A Glimpse Into The Course...

Everything You Need To Get Started!

Why Should I Sell Annuities?

How Do I Sell Annuities?

How Do Annuities Benefit My Client?

What Is An Annuity?

The Truth About Commissions

What Types Of Annuities Are There?

How Do Annuities Really Work?

How To Access Money In An Annuity

Keep It Simple!


Included with all our programs



At Retirement Realized Agents Academy, you'll find agents who run their businesses with integrity, set on transforming the annuity industry and rewriting the narrative. Our community believes in raising others up, answering questions and celebrating successes.


World-Class Support Team

You will have Email access to a knowledgeable team that is able to answer real questions that are relevant to your annuity business. At Retirement Realized, we don’t outsource anything - including our support team. Our team is available M-F 9am-5pm CST

A Note From Chad

Investing in this is investing in you. I built this training because I believe that every agent in this industry deserves to create a life of freedom and abundance and it’s not your fault that all of the training you’ve had up to this point has fallen short. Once you apply these principles, you will find success!

“A proven plan for success. Legitimate to improve processes and increase closing percentage.”
Brian P.

“This was very timely for me as I needed to remove some dust from the way I was going about it. Now I have a fresh start. From the phone call to the fact finder to the close. This has been very beneficial to me!”
Ron B.

“ Your confidence and knowledge was admirable and overall encouraging. Very useful info!”
Arianna D.

Register Now

    10 Videos
    80+ Minutes Total Of Video Training
    World Class Support Team
    Agents Community

If you realize our program is not right for you once you get started, you can cancel at any time. However, due to the digital nature of our products, we do not process refunds.

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