Build your skills.
Find your momentum.
Explore the Annuity.com learning pathways, live conversations, and practical resources available as you develop your business with David’s team.
Meet the platform before you make a move.
Hear from leadership, explore the compensation structure and tools, and bring your questions to the live discussion.
Training that connects
to the work you want to do.
Start with the pathway that fits your experience and the way you want to reach clients.
Team selling
Explore a staged approach to appointment setting and sales, with newer agents developing skills alongside experienced producers.
RAMP training
Build knowledge around income-related Medicare premiums and learn how retirement-income conversations may fit your practice.
Seminar pathway
Explore event marketing and training focused on turning educational presentations into productive follow-up conversations.
Qualified leads pathway
Learn a structured approach to working purchased leads, setting appointments, and evaluating your follow-up activity.
Lead purchases, events, and optional services carry separate costs. Training does not replace required licensing, carrier appointments, or product-specific education.
Resources you can
put to work.
- Retirement conversation toolsExplore calculators and resources for retirement paychecks, longevity, Social Security taxation, and Medicare income thresholds.
- Case-design supportDiscuss cases with experienced agents in your upline and explore the platform’s AI-assisted research tools.
- Marketing and follow-throughReview optional LeadPro features such as newsletters, client reminders, scheduling, and CRM tools.
Tools support your work; they do not replace professional judgment, carrier verification, or applicable compliance requirements.
Stay connected.
Keep asking questions.
Explore live discussions and on-demand education as part of your ongoing development.
View the overview and available replay ↗Leadership and compensation sessions
Go deeper into the platform and compensation structure, with opportunities to ask questions. Check current session details before attending.
Thursday producer discussions
The source lists an Annuity Producers call hosted by Roy Snarr, featuring ideas, practical discussion, and agent questions. Ask David for current access details.
Tom Hegna OnDemand
Explore retirement-income education on your schedule. This resource is included with LeadPro; review current subscription terms and pricing.
What would help you
take your next step?
Tell David where you are today and what you want to learn. Start with a conversation about the support that fits.
Program information: Training, tools, schedules, access, and pricing are subject to change. Some resources require paid subscriptions or separate purchases. Agents must meet applicable licensing, appointment, training, and compliance requirements. Agents are independent contractors; education and support do not guarantee sales or earnings. Review current Annuity.com program information and confirm details with David. Photography is illustrative and does not depict MoneyWorks Group personnel or the Annuity.com platform.