Training for the Teacher Retirement Program

This site is geared to the agent that does not have any experience with retirement planning with IUL's and Annuities.

What You Need to Get Started

Here is a checklist of items you need:

  • Must have errors and omissions insurance - click here

  • Get on-boarded and contracted with our specific IUL and Annuity carriers

  • Must have the annuity/suitabilty best interest training for the state you have a resident license via CE - click here

  • Before writing an annuity, you will need to go to that carrier training site and complete the annuity training for that product. It is usually super short with no test. We recommend you wait until you know what annuity product you will write on them (this will be recommended by one of our annuity experts).

Training Path

Alliance Training Courses (go to Alliance University)

Alliance Video Vault

  • 01/2/2025- F&G IUL Illustrations with Gina Hawks - click here

  • 10/18/2024- Gina Hawks: Building Wealth with IUL's - click here

  • 12/28/2023- Product Call: IULS VS Annuities with Belle Crause - click here

  • 03/02/2023- Gina Hawks: Advanced IUL Concepts - click here

  • 04/13/2023- Product Call: New Columbus Life Product: IUL NOW! - click here

Product Guides

Product Underwriting

  • Here is a video on the Integrity Life Platform for underwriting - click here

Practice with the IUL Illustration Software

Log into the ARC for the carriers you are contracted with and practice doing IUL illustrations. We recommend doing it right with Gina Hawks in her videos. We recommend just doing F&G Life for now since that is our "go to" carrier.

  • F&G Life Begin E-APP Now! Button - click here

  • Columbus Life Begin E-APP Now! Button - click here

  • North American Begin E-APP Now! Button - click here

  • National Life Group Begin E-APP Now! Button - click here

ABN IUL Videos

Annuity Training Cheat Sheet - click here

ABN How to Videos

  • Teacher Retirement Program Overview (15:06) - click here

  • Presentation of a Pension Review (1:00:14) - click here

  • Setting up the Applications for IUL and Roth IRA's (39:50) - click here

Learn about the teacher retirement programs in your states

- https://www.teacherpensions.org/states

Last Check List Items

  • Book a time to meet with Joy to do basic orientation on the ARC if you have not yet.

  • For additional training on F&G, reach out to the carrier rep for help if you need it. (1-800-445-6758)

  • Access the F&G Life Webcast training and choose the IUL and/or annuity webcasts -
    https://success.fglife.com/upcoming-webcasts

  • Access the F&G Life Microsite - https://success.fglife.com/life-agent

  • Book coaching time with Alex to game plan getting into the Teacher Preset Appointment Program - click here

  • Attend the Zoom training call for IUL/Annuity sales techniques for doing retirement planning on our teacher lead program from our top agents Pablo Troncoso and Kyle Williams on Tuesdays at 11 am ET. Use Alex’s Zoom Link - https://abn.financial/zoomlink

  • Reach out to Alex or Mary to get Cameron’s contact information for an interview for teacher’s program.

  • Do orientation and training with the Teacher Retirement Vendor when you are accepted into the program. You will be way ahead of the game after going through our stuff.

  • Download the PowerPoint Presentation Slides - PPT #1 click here, PPT #2 click here

Getting Set Up on the Teacher Lead Program