For Producers

I am an insurance agent interested in selling fixed and fixed-indexed annuities through a retail agency.

I am a registered representative interested in selling fixed, fixed-indexed and/or variable-indexed annuities through a Broker/Dealer.

I am an Investment Advisor Representative interested in offering fee-based fixed-indexed annuities through a Registered Investment Advisor.

If you are both a registered representative and an Investment Advisor Representative, you are only required to complete one set of paperwork.



For Insurance Agents

Step 1. Complete the required paperwork. 

Step 2. Submit the paperwork to your upline for completion and submission to Great American.

Step 3. Complete your required training. Commission will not be paid and business will be rejected if you do not complete the required training prior to your first sale.



For Registered Representatives

Step 1. Complete the required paperwork. If you plan to sell variable-indexed annuities, you’ll also need to complete a Variable-Indexed Annuity Registered Representative Appointment Form

Step 2. Submit the paperwork to your upline for completion and submission to Great American.

Step 3. Complete your required training. Commission will not be paid and business will be rejected if you do not complete the required training prior to your first sale.

  • Variable-indexed annuity training may be required at the discretion of your Broker/Dealer. Please check with your Broker/Dealer for training requirements.



For Investment Advisor Representatives 

Step 1. Complete the required paperwork. 

Step 2. Complete your required training. Commission will not be paid and business will be rejected if you do not complete the required training prior to your first sale. 

Please keep in mind:

  • You must be insurance licensed in order to sell an annuity
  • You may need to update Form ADV before selling an annuity