Step-by-step training built to help agents enter the annuity space with confidence.
Start Strong
Break into annuities with a clear, structured path built for Medicare, life, and health agents ready to grow beyond their current business.
- Clarity: Understand how annuities fit into your clients’ retirement plans
- Confidence: Learn scripts, positioning, and objection handling that drive conversations forward
- Clients: Turn existing Medicare relationships into long-term wealth opportunities
No fluff. Just practical training built for real production.
BaseCamp’s 10-Step Training Course
Step 1
Orientation
What annuities really are and where they fit.
Step 2
MYGAs 101
Your easiest entry point to growth with principle protection.
Step 3
FIAs Made Simple
No jargon, no overwhelm—just clarity.
Step 4
Opportunity Spotting
How to recognize qualified retirement savings.
Step 5
Cross-Sell Language
Natural ways to shift from health to wealth.
Step 6
Objection Handling
What to say when clients hesitate.
Step 7
Quoting + Presenting
Show value without confusion.
Step 8
Apps + Process
How to write, submit, and issue policies.
Step 9
Case Walkthroughs
Real examples from real agents.
Step 10
Your First Appointment
Scripts, checklists, and a support team behind you.
Agents Who Took the First Step
“I had no idea how many clients needed annuities—BaseCamp showed me how to start the conversation.”
— Monica R., FL
“BaseCamp connected the dots. I’m still selling Medicare—but now I’m doing so much more.”
— Lisa B., OH
“I thought annuities were out of my league. Now I’m closing them weekly.”
— Darren T., GA
FAQs
Have questions? You’re not alone. Here are a few things agents usually want to know before getting started with BaseCamp.
Still have questions? Contact us
Who is BaseCamp for?
- Agents who currently focus business on Medicare, Life, or Health—and know your clients need more
- Any Financial Profession who has received objections to annuity products and want the facts
- If you are tired of referring clients to other annuity financial professionals and missing opportunities to strengthen those relationships
- Those wanting to grow your business and are ready to be your clients’ go to resource for retirement income solutions
Will this Help Me Write Actual Annuity Business, or is it Just Training?
This program is built around execution. Everything inside BaseCamp is designed to move you toward real conversations, real applications, and real submitted cases.
Do I Need Prior Annuity Experience to Join BaseCamp?
No. BaseCamp is designed specifically for agents who are new to annuities or want a clearer, more confident approach. We start with fundamentals and build step by step from there.
How Long Does the BaseCamp Program Last?
BaseCamp follows a structured, multi-week framework designed to be implemented alongside your current business. You’ll learn, apply, and produce at the same time without putting your business on pause.
What Will You Walk Away With After BaseCamp?
By the end of BaseCamp, you’ll have:
- A clear understanding of key annuity solutions driving client interest
- Confident, client-ready language that opens the door to cross-sales
- Templates, cheat sheets, and quoting tools
- The ability to run your own quotes and present like a pro
- A step-by-step plan to turn health conversations into wealth protection
What Does It Cost to Join BaseCamp?
Nothing. BaseCamp is completely no cost to you. Full access to training, tools, and resources—covered by V2.
Built to take you higher, we offer this training to those interested in making the leap into the annuity side of the business.
No cost to participate, subject to qualification and program requirements.
Still have questions? Contact us
Take the First Step.
Selling annuities isn’t hard…starting is. BaseCamp helps break the ice, clears the fog, and walks with you step-by-step through the process.