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Annuity Training

MySMS Learning Academy:
Your On-Demand Training Hub

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I want access to the Learning Academy in MySMS and all the exclusive content and tools, too!

The Best Annuity Training in the Business

Advance your career and grow your business with quality training that works with your schedule.

Whether foundational basics or advanced concepts, you’ll find the information you need — all delivered with unique insight from industry leader Senior Market Sales® (SMS). Let our experience of more than four decades fuel your success with the MySMS Learning Academy.

Who’s It For

  • Medicare-focused insurance agents who want to cross-sell annuities
  • Registered reps, IARs and other financial advisors wanting to expand into annuities
  • Insurance agencies who don’t have time to train their staff on annuities
  • Independent insurance agents expanding into retirement income solutions

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What You’ll Find at the MySMS Learning Academy

Basics for Beginners

Short, practical training videos on annuities — most under 15 minutes — for those just starting out or needing a reset

Master Class Series

Recorded webinars on retirement planning, client engagement, market trends and more for those seeking advanced training

Downloads

Grab useful guides, checklists and whitepapers to power your practice

Coming Soon!

Life insurance and long-term care training

A Look Inside the MySMS Learning Academy

Introduction to Annuities
Roth Conversions
Addressing Key Retirement Risks With Fixed Annuities
FIA Pricing Features
Introduction to MYGAs
One Big Beautiful Bill Act (OBBBA)
Taxation of Non-Qualified Annuities
Introduction to Fixed Indexed Annuities (FIA)
Taxation of Qualified Annuities
Guaranteed Income From FIAs
Taxation of Roth IRAs
Understanding IRMAA
Suitability
Opportunities in Your Current Book of Business
Annuity Planning Strategies

A Sampling of Learning Academy Videos

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title-card-finsol-retirement-risks-fixed-annuities
title-card-finsol-intro-to-mygas
title-card-finsol-taxation-non-qualified-annuities
title-card-finsol-taxation-qualified-annuities
title-card-finsol-taxation-roth-iras
title-card-finsol-suitability
title-card-finsol-opportunities-current-book-business
title-card-finsol-annuity-planning-strategies

You Don’t Have to Figure This Out Alone

SMS is here to support your learning, your growth and your confidence — every step of the way.

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