ATTENTION LIFE AND HEALTH INSURANCE AGENTS
YOU ARE SITTING ON A MILLION DOLLARS IN UNPAID COMMISSION WITH YOUR EXISTING BOOK OF BUSINESS
LEARN HOW TO OFFER YOUR CLIENTS INDEX ANNUITIES
The Annuity Expert
Learn to Move Millions in Minutes
from the Annuity EXPERT
When you invest in the Annuity Expert Virtual Training Platform, you're not just getting an educational experience - you’re gaining comprehensive industry expertise that will elevate your annuity business to the next level.
Our A-to-Z training covers everything you need to know, from the foundational elements to the advanced strategies that will help you thrive in a highly regulated and competitive industry.
Whether you're just starting out or are an experienced advisor looking to sharpen your skills, this platform provides invaluable insights to help you grow your business, stay compliant, and close more deals effectively.
By joining the Annuity Expert Virtual Training Platform, you’ll have access to exclusive insights that help you stay ahead of the curve in compliance, marketing, and closing sales, all while growing your annuity business with confidence.
Complete A-to-Z Training
Learn every aspect of the annuity business, from start to finish.
Qualified Status & Transfers
Master the nuances of client qualification and transfer processes.
Marketing
Understand where and how to market your annuity services effectively.
Compliance & Suitability
Stay up-to-date on the latest regulations and suitability standards to avoid costly mistakes.
Underwriting
Learn how to navigate underwriting to secure the best outcomes for your clients.
Partnering with Clients
Develop strong, lasting relationships that prioritize the client's needs.
Where and When to Market
Identify the right opportunities for targeted marketing to maximize impact.
“Value is the New Close” – Ryan’s Personal Closing Program
Use value-based strategies to close deals, focusing on providing solutions rather than pushing products.
Battling Visors
Overcome the challenges of working with or around other advisors in competitive markets.
Overcoming Objections
Learn techniques to effectively handle client objections.
Digital Marketing
Leverage modern digital marketing tools and strategies to grow your business.
Current Events Impacting the Industry
Stay informed about the latest trends and events affecting the annuity market.
Touch After the Sale
Implement post-sale strategies that ensure continued client satisfaction and long-term retention.
Annual Reviews
Perform impactful annual reviews that add value and strengthen client relationships.
Breaking Down the Economy
Understand the microeconomic factors that influence the annuity market and your clients' decisions.
Cross-Selling for Medicare and Life Insurance
Learn how to cross-sell additional products like Medicare and life insurance to boost revenue.
Working Your Book of Business
Efficiently manage your current clients while identifying new opportunities.
Getting New Clients
Proven strategies to consistently bring in new clients.
Finding the Right Upline
Discover what makes a strong upline partnership and how to find the right one for your business.
What to Expect from Your Upline
Set expectations for the support, resources, and guidance your upline should provide.
Avoid Common Pitfalls
Understand critical mistakes to avoid in this highly regulated and evolving industry.
The Annuity Expert
Ryan Cicchelli
With over eleven years in the financial industry, Ryan has helped countless individuals not just prepare for retirement, but thrive in it by using safe investment strategies and providing exceptional customer service.
Based in Michigan, he has guided numerous agencies in retirement finance, insurance products, and customer service improvements, helping them grow into successful businesses.
Ryan has traveled the country delivering training and presentations on annuity sales and ethical practices. Recognized as a top agent by various companies, he has mentored hundreds, fostering ethical values in the next generation.
His work with field marketing organizations has enhanced sales practices and annuity production, contributing to thousands of case designs. Ryan's expertise has brought peace of mind to thousands of retirees and their families, ensuring their golden years are truly golden.
On Demand Videos and Training
from the Annuity Expert.
"Everyone says you can make more money close more deals, and that bullshit...
We’re going to teach you how to build value...
Our concept value is the new close.."
Ryan Cicchelli
What others are saying:
"While working with Ryan I watched the development of not only sales but a pure caring connection between agent / advisor and their client.
One of my first experiences as an agent with Ryan as my advisor was one thats hard to forget.
Starting from just a cold call and a set appointment I ran in to the opportunity of a lifetime as a newer agent.
Thanks to his training in investments and his wifes (april Cicchelli) training in uncovering a need, I was able to uncover $1.8 Million in assets left behind from a client's father that was at high risk. After explaining the risk & setting up an appointment for Ryan to come out to the clients home, I left with full confidence that she would be put in not only a financially better situation but a safer one.
Ryan was in fact able to help her substantially. He kept me included and up to date on the entire process. He also uncovered another $700,000 that was at risk as well.
I worked for almost 5 years with Ryan after that appointment. I've learned many things from him but the honest value he brings to any client's situation is one thing that cannot be matched.
I am currently slowly but surely in the process of building my own agency. To this day he is the first and only person I would bring on to any case. It's rare to find some in this space who works 100% in the best interest of whoever is in front of them. I can always have confidence that he will do business with me in fairness and my client will receive the highest quality service."
Unlock a Six-Figure Income with Annuities:
Sign Up for Our Online Training Platform
Annuities are one of the hottest topics in the financial world right now, but unfortunately, many agents jump in without fully understanding how to navigate them. Even with the best intentions, a lack of education can lead to costly mistakes for both you and your clients.
That’s where our Annuity Expert Training Platform comes in.
We provide essential training on compliance, suitability, and product knowledge to ensure you're making the right moves for your clients—without risking their financial futures or your career.
Why Now Is the Perfect Time:
The economy is in perfect alignment for annuities.The market is volatile, making stability and secure investment options more attractive than ever.Interest rates are high, creating unprecedented opportunities for index annuities, which now offer returns as high as 7-9% annually.
In this training, you'll learn exactly how to capitalize on these market conditions and add a six-figure income to your already successful insurance agency or career by offering annuities as a core part of your services.
Annuities are no longer just CD alternatives—they are now viable investment strategies
that can offer your clients safe, consistent growth in uncertain times.
What You'll Get:
Compliance and Suitability Training: Understand the regulations so you can confidently offer annuities without stepping into legal trouble.
Education on the Products: Learn which annuity products work best for your clients, especially in today’s rapidly changing market.
Proven Strategies: Discover how to position annuities to meet your clients' financial goals while growing your own business.
Don’t miss this chance to elevate your financial services and bring real value to your clients, all while boosting your income.
Sign up today and start making smarter, more profitable moves with annuities!