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California Agent Training
Introduction: Day 1 Training
Introduction Video (0:32)
State Pension Plans: Day 1 Continued
Know the Facts
CalSTRS Member Handbook
Arizona State Retirement
Texas Teachers Retirement
Plan Types: Day 2 Training
Defined Benefit Plan
Plan Qualifications Webinar (42:52)
Webinar TSA Types (25:33)
403(b)
457
401(k)
IRA
ROTH Accounts
403(b)/457 Account Types Day 2 Training Continued
Annuities (7:23)
Fixed Annuities (8:35)
Variable Annuities (16:29)
Indexed Annuities (13:44)
Guaranteed Lifetime Income Rider (22:03)
Surrender Schedule
403(b)/457 Loans: Day 2 Training Continued
How it Works
Paperwork: Day 3 Training Continued
Salary Reduction Agreement
Transaction Routing Form
Annuity Application
Transfer/Exchange/Rollover
Internal Cancellation/Surrender
Suitability
Replacement
California Elderly Disclosure/Visit
Pre-Authorized Check Plan - PACP
Loan Agreement
Agent Change Form
Seminars: Day 4 Training
Sales Event Preparation
Increase event attendance Audio Training
Process leading up to your Event PowerPoint
Lunch Event
Video of Presentation with PowerPoint Greg komsky (41:46)
Appointments & Sales Process
Tips for Success PowerPoint
Recordings: Day 4 Training Continued
One on One appointment Flow Increase
Daniel Krause Rollover Appointment
Rollover and 700 Flow Sale
Rollover Training Daniel Krause
TRAK Software: Day 5 Training
Gap Analysis/Pension Report (8:47)
Paycheck Calculator (18:13)
salesforce.com: Day 5 Training Continued
Campaigns (9:03)
Leads (6:08)
Contacts & Opportunities (10:26)
Life Insurance: Day 6 Training
Term
Whole Life
Universal Life
Other Life Insurance
Taxes and Life Insurance
California PERS
Understanding CalPERS
CalPERS Beneficiary Options
California STRS
Understanding CalSTRS
STRS Beneficiary Options
CalSTRS and Social Security
Guaranteed Lifetime Income Rider
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