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Annuity Awareness Month: Securing a Lifetime of Income
In this episode, Cheryl Chapman, Annuities Specialist with 19 years of experience, joins Sherry Kelson, Director of the Life Team at The Brokerage Inc., to break down what agents need to know about annuities.
Cheryl walks through the key requirements for selling annuities, including:
A life and health license
State-specific certifications
Anti-money laundering (AML) training
Errors & omissions (E&O) coverage
Product-specific training
She explains the main types of annuities—fixed, indexed, and single premium income annuities (SPIAs)—and shares how each can serve clients' long-term goals like…
The skinny
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