Annuities 101 for Agents: The Types, Who They Fit, and Why 'Safe Money' Misleads
Learn the main annuity types an agent may sell, who they tend to fit and not fit, and why calling an annuity 'safe money' is misleading.
850 University
Annuity types for agents, indexed caps and income riders, surrender charges and liquidity, and how annuity taxes work.
Learn the main annuity types an agent may sell, who they tend to fit and not fit, and why calling an annuity 'safe money' is misleading.
Learn how surrender charges, free withdrawals, market value adjustments and death benefits affect an annuity owner's access to money, and how to run a simple liquidity test before recommending one.
Is Selling Annuities free on 850 University?
Yes — 2 of 2 lessons in this course are free with an 850ai account. Watch on YouTube anytime; create a free account to take quizzes and track progress.
How many lessons are in Selling Annuities?
This course includes 2 short video lessons, each followed by a quiz when you learn inside the 850ai app.
Can I dispute errors on my credit report after this course?
850 University teaches the concepts; 850ai can analyze your credit report and generate dispute letters when you are ready. Start free at my850.ai/landing.
Learn the strategy here, then let 850ai analyze your credit report and generate dispute letters tailored to your accounts.