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Full intro-to-close script for living benefits presentations
Client-facing slide deck — self-made pension concept
One-page explainer for prospects — non-traditional wealth
Common objections and proven responses by product type
Conversation framework for IRA/401k-to-annuity discussions
Contracts, licensing requirements, and getting started
Commission structure by product and carrier
Standard ICA template for new agents
FTG standards, compliance requirements, and procedures
Requirements and preferred providers for errors & omissions coverage
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Irvine, CA 92612