Agent Resources
Access exclusive tools, materials, and training to help grow your annuity business.
Welcome to Agent Resources
This portal provides AnnuityOcean network agents with exclusive resources, tools, and training to help you serve clients better and grow your business.
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Featured Resources
Client Prospecting Guide
Proven strategies to identify and connect with qualified annuity prospects in your market.
Annuity Concept Explainer Slides
Clear, visual presentations explaining different annuity types for client education.
Regulatory Updates Q2 2025
Summary of recent regulatory changes affecting annuity sales and distribution.
Annuity Needs Assessment Toolkit
Tools and worksheets to help identify client needs and match them with appropriate annuity solutions.
AnnuityOcean Platform Guide
Comprehensive guide to maximizing your presence and leads on the AnnuityOcean platform.
Resource Library
Client Prospecting Guide
Proven strategies to identify and connect with qualified annuity prospects in your market.
Annuity Marketing Templates
Customizable email, social media, and direct mail templates to promote your annuity business.
Annuity Concept Explainer Slides
Clear, visual presentations explaining different annuity types for client education.
Client Conversation Guide: Objection Handling
Effective responses to common objections and concerns about annuities.
Regulatory Updates Q2 2025
Summary of recent regulatory changes affecting annuity sales and distribution.
Compliant Sales Process Checklist
Step-by-step checklist to ensure your annuity sales process meets regulatory requirements.
Annuity Needs Assessment Toolkit
Tools and worksheets to help identify client needs and match them with appropriate annuity solutions.
Client Presentation Framework
Structured approach to presenting annuity concepts and solutions to prospects and clients.
AnnuityOcean Platform Guide
Comprehensive guide to maximizing your presence and leads on the AnnuityOcean platform.
Digital Tools for Annuity Professionals
Overview of recommended software and digital tools to streamline your annuity business.
Upcoming Training Webinars
Mastering Fixed Index Annuity Sales
Michael Reynolds, Sales Director
Learn effective strategies for explaining indexed annuities to clients and addressing common concerns.
Compliance Update: Best Interest Requirements
Jennifer Lopez, Compliance Officer
Get up to speed on the latest best interest requirements and how they impact your annuity business.
Technology Tools for Modern Annuity Agents
David Washington, Technology Director
Discover digital tools that can help streamline your workflow and improve client communications.
Carrier Resources
Access product guides, illustrations, and training materials from our carrier partners.
Need Something Specific?
If you're looking for a specific resource or have suggestions for materials that would help your business, let us know. Our agent support team is here to help.
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