The most robust annuity foundations course online.
Whether you're brand new or moving in from another product, Jumpstart is the starting line for serious annuity sales careers. Built and taught by the same producers who run Architects, Accelerator, and Apex.
- Early in your career and looking for a clean foundation
- Adding annuities to an existing line of business
- High-performing in another niche and ready to pivot
A real curriculum. Not a sales funnel in disguise.
Four foundational modules. Self-paced. Designed by working producers, not marketers.
- 01
Industry & Carrier Foundations
How annuities work, which carriers do what, and the vocabulary you'll need on your first appointment.
- 02
The Right Product for the Right Client
Fixed vs. Indexed vs. Variable. When each one is the right tool and how to talk about the differences.
- 03
Cross-Selling From Other Lines
If you sell life, Medicare, or P&C, here's exactly how to introduce annuities to clients you already have.
- 04
Career Kickstart
How to set up your business, what to focus on first, and how to avoid the common traps that stall new annuity careers.
What agents are saying about Jumpstart
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The soft closing techniques alone were worth more than I expected from any free training. The way the objection framework is walked through here is exactly how it plays out in a real appointment.
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I came in from Medicare and was nervous about the product complexity. The training quality is on par with paid programs. And the mentorship inside the community made the difference.
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Whether you've been writing annuities for ten years or you've never sold one, there's something here. Strong recommendation for anyone serious about this industry.
Frequently Asked Questions
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Do I need to be licensed before I sign up?
No. Jumpstart is the right starting point if you're working on getting licensed, just licensed, or licensed for years. We cover the industry context that licensing exams don't.
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I sell Medicare/life/P&C. Is Jumpstart still useful?
Yes. There's a full module on cross-selling annuities from other lines of business, including the exact language to use with clients you already have.
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Why is this free?
Because most agents don't know what 'good' looks like in this industry until they've already wasted years. Jumpstart is the honest foundation. Agents who want to scale further graduate into Architects, Accelerator, or Apex when they're ready. And a lot of them do.
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What makes this different from other free annuity training?
It's taught by producers who actually run an annuity practice. Chad Owen ($350M in personal production) and the same partners who run Architects and Accelerator. It's not a sales pitch dressed up as education.
Ready to build something bigger?
Book a thirty-minute call with our team. We will look honestly at where your business is today, where it can realistically go from here, and whether a partnership is the right fit for both of us.
Book a call