Broker Check

Prior to solicitation or selling of certain variable annuities, it's recommended that you complete brief training courses on the MMLIS Distance Learning Platform, specifically the Variable Annuity Suitability class .

If you've yet to take the classes, click the button below, and navigate to the "MMLIS Investment Products and WMS Programs- Recommended Prior to Solicitation or Selling" to get started.

REPLAY OF VARIABLE ANNUITY PROCESSING TRAINING WEBINAR WITH SADAT DAVIS

REPLAY FOLLOW UP QUICK LINKS

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MMLIS Distance Learning

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 MMLIS Workbench

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Wealthscape

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Envestnet Login

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DOWNLOADABLE FOLLOW UP RESOURCES

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Variable Annuity Product List

Variable Annuity Product List
Download Here

Individual Annuities in Retirement Plans

Individual Annuities in Retirement Plans
Download Here

VA Commissions

VA Commissions
Download Here

Variable Annuity Service Only Agreements

Variable Annuity Service Only Agreements
Download Here

VAOE Process Reference Guide

VAOE Process Reference Guide
Download Here

VAOE New Business Submission

VAOE New Business Submission
Download Here

Add Attachments

Add Attachments
Download Here

VAOE eSignature

VAOE eSignature
Download Here
eSignature FAQs

eSignature FAQs

Download Here
VAOE Yellow Pages

VAOE Yellow Pages

Download Here
RILA Glossary

RILA Glossary

Download Here
User Access, Proxy Access, & Firm Access

User Access, Proxy Access, & Firm Access

Download Here

Contact your Practice Development Specialist

Click the Button Below to Schedule a 1-on-1 Consultation with Brandon.



Brandon Stinson

Practice Development Specialist
Phone: 516-860-9567
brandonstinson@financialguide.com

Brandon Stinson is a proven leader with a dedication for solving complex problems mathematically. He is an enthusiastic and fervent learner who processes new information quickly and can apply it to meet objectives with precision and confidence. He maintains a nuanced systematic perspective driven by intrinsic intellectual curiosity and refined by applied experience.

Schedule a meeting with brandon


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