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Be sure to bookmark these pages on your computer, as they are resources that you will frequent on your journey to becoming a Top Producer in the SRS space!
This is Corporate’s main training website for Simple Retirement Solutions (previously known as AMS)! This site is where you will submit your scenarios through the Ask A Specialist tool, access to your FREE Insurance Drip Account, find promotion guides, commission grids, marketing materials, and MUCH more!
This is Corporate’s step-by-step guide to getting started with SRS, created and designed by the SRS team. You will learn how to get contracted and certified with the right carriers, get educated on the products, run an illustration, submit and process the application, and MUCH more!
This is an excellent training system, designed by Integrity Partner, Zac Twardowski, offered to you for free. Learn the differences, benefits, and options available for retirement planning products, and how to present each one to your client to best cover their needs. The more you know, the better you can serve your clients!
A type of permanent life insurance with a cash value component along with a death benefit.
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Learn More With These Training Videos:
⟶ Uncovering IUL Opportunities
A tax-deferred, long term savings that provides principal protection in a down market and opportunity for growth.
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Learn More With These Training Videos:
⟶ Uncovering IUL Opportunities
Fill our the Financial Inventory during your appointment. Be sure to really dive into the “Current Life Insurance” section. This is where you find SRS opportunities.
Wait for an illustration to be sent to you from the SRS team, or spend some time really studying the material and trainings on this site to learn how to run them on your own – from start to sale.
Product: IULE
Good first option for anyone in these age brackets with a death benefit less than the listed amounts.
* The only IUL option that issues in amounts below $50k in death benefit.
Product: Income Advantage
Fully underwritten option designed for people who want to aggressively grow their cash accumulation.
*Ideal product for client who wants to start an IUL for their minor child.
Product: Life Advantage
Fully underwritten option designed for people who want an IUL but want to maximize the death benefit in their policy and have a lower premium cost of insurance.
*Ideal for older clients 65-80 who want more than $150k of coverage.
Product: Protection Builder
Accelerated issue options up to $2M, depending on age.
* Ideal for maximizing death and living benefits for family protection and/or legacy building.
Product: Builder Plus 3
Policies with high funding levels and offers a ROP option.
*Ideal for long-term cash growth.
Product: Smart Builder 2
Early cash-value growth and offers a ROP option.
*Ideal for clients wanting to grow their cash value with great distribution options. Also, covers high cost of critical, chronic, and terminal illness.
Product: Flexlife
Anything above these age or coverage parameters will be fully underwritten.
Great simplified issue option to cover a wide range of client ages and needs, whether it be accumulation for retirement or maximum death and living benefit protection.
*Ideal for a secondary simplified option for clients who are looking for coverage that exceed other simple issue products’ parameters.
Product: Pathsetter
Focused on accumulation, income and living benefits.
*A lot of agents like F&Gs IUL illustration because it is “prettier” and easy for clients to understand.
Product: Agility (7&10)
* Offers income and death benefit rider, automatically, at no additional cost.
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Product: Protect (5&7)
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Product: Ascent Pro (7&10)
* Offers a built-in rider that converts a portion of savings into a stream of income you can count on.
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Product: Performance Elite (7,10 &15)
* Allows you to allocate your money among one or more of several interest crediting strategies.
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“The way to get started is to quit
talking and begin doing.”
— Walt Disney
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