To follow along and get the most value out of this bootcamp, download the following material. We highly recommend printing the Course Outline to follow along easily.

ONLINE BOOTCAMP $500 FREE

This bootcamp will be held at the above date and time on a Microsoft Teams webinar. If you chose to register in person at Medicarians, you have received an email with your invite to the event.

MAP (Medicare Supplement to Annuity Procedure) is a streamlined selling system that empowers Medicare Supplement agents to confidently transition into annuity sales—even with minimal annuity or financial planning experience. By sidestepping the common pitfalls that have hindered Med Supp agents for decades, MAP offers a simple, highly effective, and easy-to-learn approach. You already have built-in, automatic marketing, so all you need is the right MAP to guide you to more sales!

• STOP trying to be a financial planner
• STOP trying to “learn Fixed Indexed Annuities
• STOP trying to figure out how to approach clients about annuities
• STOP trying to master pitching a product
• STOP trying to go after a small portion of your client’s money
• STOP telling clients you are just as good as their advisor

Conventional approaches to annuities have failed over and over. As a Medicare Supplement agent, you already thrive on routines and procedures—so Fixed Indexed Annuities (FIAs) are a perfect fit for your skillset. You don’t need years of advanced training; software can quickly make you an effective “Financial Professional.” By mastering an FIA Analysis software, you’ll see annuity sales grow beyond your expectations in just one week. The MAP program focuses on this software so you can start closing more annuities right away!

1. When it is legal, simply ask your client(s) if they own any Fixed Indexed Annuities.
2. Ask them if you can run a performance analysis on the annuity.
3. Ask them if they understand that changes can be made inside their annuity.
4. Tell them you will show them the best way their annuity can be set up concerning the allocations of the indexes and strategies.
5. Ask them for their 11-month statement.
6. Take the statement with you if the client gives you permission or take pictures or scans with your phone.
7. Enter all of their index strategies into the analysis software.
8. Set a follow-up appointment with the client to review the analysis.
9. In the follow-up appointment, ask if they are satisfied with the performance of annuity.
10. Show them their allocations and the historical returns of each strategy.
11. Walk them through your analysis to explain to them WHY they are not making the money they should.
12. If the annuity experienced any rate drops on this statement, show them the Explanations Report.
    1. This will reinforce the analysis by showing real life examples directly from their own annuity.
13. Follow the recommendations the software suggests.
14. Present the Reallocation Plan to them.
    1. If this is the only recommendation, the idea here is to show them that you know more about their annuity than the original agent that sold it to them does.
    2. This will instantly elevate your credibility and set the table for more discussions.
15. If the recommendations from the software includes “Upgrade to a new annuity”, select the annuity you like to sell, or get a recommendation from your FMO, and walk them through the comparison report.
    1. The comparison report should make the sale for you.
16. Have the application ready and write the case!