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FIA Education Forum
 
 
Details of the weekly call
Join us for Weekly Fixed Index Annuity Education Calls, Every Friday at 11:30 a.m. Eastern.

Dial in: 888-453-4221
Passcode: 595843

Download the Syllabus
June 27  Call Replay Presentation Materials

Aviva Presentation
from 5/2 Call


American Equity presentation
from 5/9 Call


Allianz presentation
from 5/16 Call


Compass Module, Weeks 1 – 3
Calls from 5/30, 6/6, 6/13


Week 13 Behind the Curtain

Summary of Week 13 and 14 – 6/20 & 6/27

Annuities 101 Final Week Presentation
June 20  Call Replay
June 13  Call Replay
June 6  Call Replay
May 30  Call Replay
May 23  Call Replay
May 16  Call Replay
May 9  Call Replay
May 2  Call Replay
April 25  Call Replay
April 18  Call Replay
April 11  Call Replay
April 4  Call Replay
March 28  Call Replay
Download the video


For the next 14 weeks, Tarkenton Financial is going Back to School with our Annuities 101 Conference Call Series. Learn all of the what, why, when and how of Fixed Index Annuities on a series of conference calls, each Friday between March 28th and June 27th. Each call will last less than 30 minutes and will include teaching, Power Point slides and where applicable, useful articles. Every call will be taped and posted on our web site for future reference.

Syllabus of upcoming calls:

March 28 - Why Safe Money - Do you believe in what you do?
April 4 - Annuity Overview - Types and What Makes FIAs unique?
April 11 - How Annuities Work - Crediting Methods
April 18 - How Annuities Work - Calculating Account Value, Surrender Value and Income Account Value
April 25 - How Annuities Work - Other Features (MVAs, Riders, Death Benefits and Surrender Charges)
May 2 - How Annuities Work - Pay Out Options (Annuitization, Life Time Pay and Full Withdrawal)
May 9 - Income Rider Overview - AvivaÕs LifeTime Pay and LSWs Lifetime Income Benefit Rider
May 16 - Product Overview - Aviva
May 23 - Product Overview - Life of the Southwest
May 30 - Compass - Financial Snapshot
June 6 - Compass - Annuity Quote Engine
June 13 - Compass - Calculators
June 20 - Compass - Tax Wizard
June 27 - Strategies for Selling Index Annuities - Hear from Top Agents

Register today for FIA Training in Atlanta, May 5 and 6, 2008.
Atlanta Training Center
23rd Floor
Starts on May 5, 2008 at 9 am
Ends on May 6, 2008 at 12 pm

Our IRA Legacy Builder Program has demonstrated that the most educated and knowledgeable advisors can be the most passionate advocates of safe money retirement income strategies. Come to this special 2 day training to review all of the basics of Index Annuities and hear strategies to help you be a more effective planner for your clients. Forums will be held on a quarterly basis and are only available to Tarkenton Financial agents.

Topics will cover:

  • Why Safe Money - Do you believe in what you do?
  • How Annuities Work (Crediting Methods, Calculating Values, MVAs, and Surrender Charges)
  • Pay Out Options (LifeTime Pay, Annuitization, Full Withdrawal)
  • Overview and Comparison of Income Riders
  • Basic Product Overviews for Aviva and Life of the Southwest
  • Compass Training on Financial Snapshot, Annuity Quote Enginge, Calculators and Tax Wizards)
  • Strategies for Selling FIAs - Hear from Top Agents
  • Instructors will include Rick Gossett, Brandi Pyles, Matt Tarkenton, Gene Baldwin, and Top Producers such as David Reindel and Shawn Moran.

Space is limited to 35 participants.

Register now by calling Jill Blitch at 404-364-2605.

Special Announcements:


You may call 800-659-4942 and ask for Robert's
assistance if you cannot find what you need.



3340 Peachtree Road, Suite 2570
Atlanta, Georgia 30326