Equis Advanced

Audio from Pete Lees Annuities and New DOL Rules Webinar. The Department of Labor Rule ("DOL Fiduciary Rule") becomes effective Friday, June 9. Pete Lee, Compliance Officer & IUL/Annuity Development, conducted a Webinar for those who plan to sell annuities that must understand and abide by the new DOL Rules All annuity sales on June 9 and thereafter that involve Qualified funds (IRA, 401k etc.) must be accompanied by a Disclosure Statement, signed by the client, disclosing, among other things, the percentage amount of the commission to the selling agent.Those of you who are, or have been, securities licensed are very familiar with these types of disclosures. It will only be a detriment if you think it will be.

Pete Lees uses The Carpenter by Jon Gordon, Equis' April Book of the Month, to give a comparison of how you should go into someones home to turn a normal appointment into an annuity sale. 

Did you know that the relationship with your client begins when the first policy is created? Pete Lee discusses the signs you should be looking for during appointments that could evolve your client relationships.

Pete Lee is back after a 1 month break!   What better way to get back into the rhythm of Equis Advanced than to hear about how you may be missing out on (a lot of) money?! But don't worry,  Pete Lee is here to tell you exactly how you can reach the money that is standing right in front of you!

By 2019 Equis Financial is expected to sell more Index Annuities than Mortgage Protection and Final Expense Policies. Pete Lee is here to guide you through the process of expanding your sells. In this episode of Equis Advanced, Pete Lee gives you the specific questions to ask while you're in a home, what answers to look for, and ultimately how to become your own success story.

Annuity production can increase your income and put your cash flow on steroids! But, before you can have annuity production, you must make sure you have the requirements and knowledge platform that Pete Lee discusses in this episode!

Pete Lee discusses the new Athene products that were released on January 16th and explains the requirements for selling annuities in certain states. 

This January we saw a rise in annuity rates... Pete Lee explains the increases brought by Athene and American General.

Pete Lee gives in-depth training on 2 of American General's annuities. Pete recommends listening to this episode multiple times, explaining that the more you hear it, the more you'll get it...And the more you get it, the more you'll talk about it... And the more you talk about it, the more you'll sell it... And the more you sell it, the more money you will make!

Pete Lee welcomes you into 2017 and instructs you how to focus on your yearly goals in 90 day increments.

Pete Lee lays out a 90 day plan for you to start 2017 on a strong note!

Pete Lee finished his 2-part series of what goes into selling index annuities and retirement plans. Pete breaks it down for you and promises that your mortgage protection leads will bring you index annuity and retirement sales.

Part 1 of a 2-Part series; Featuring Pete Lee on selling index annuities as retirement plans.

Equis Advanced makes its return to Equis Studios after a short break as Pete Lee does an in-depth view of what an IUL is and how to sell it. Pete also covers why Ameritas is our key IUL product.

A fantastic episode featuring one of Equis Financial's top agents, Ray Manalus. Tune in as Pete Lee does a question/answer segment with Ray solely on selling IUL's! 

Pete Lee gives background into Athene as a company, their products, and their future prospectives. 

Pete Lee talks about the process on getting the best annuity's for you cases.

Learning the difference between qualified and non-qualified accounts will save you a lot of time and trouble when doing business!