Einstein once said that
'if you can't explain it simply, you don't understand it well enough'.
We agree! This section of our website has been designed to provide you with the education you need, in a simple, easy to understand format. Our goal is to provide you with quick, easy to replicate sales concepts and industry knowledge so that you can pass this knowledge on to your clients, helping them make intelligent, informed decisions.

  • The Moving Parts of a Fixed Index Annuity

    posted on 07/31/2015
    There are a number of 'moving parts' to a fixed index annuity (FIA). This Wire Tap video will explain the most common components of FIAs, how each mechanism works and why each one is important.

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  • Welcome to 4th Grade Math

    posted on 07/31/2015
    If you think crediting methods within fixed index annuities is complicated, then this is the video for you. In this Wire Tap video, we'll show you how to simplify a "sophisticated" product in order to make it easy for the client to understand by using basic math concepts like addition, subtraction, multiplication and division.

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  • The Power of Annual Reset

    posted on 07/29/2015
    Most fixed index annuities have an annual reset. So many in fact, that this little feature is often overlooked or disregarded. Annual reset, however, can often be the most powerful feature of a fixed annuity. This quick "WireTap" video explains exactly what annual reset is and why it can be such a powerful ally!

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