Annuities and retirement income, for the clients you already serve.

Your Medicare clients are asking about retirement income. Topflight contracts annuity carriers and pairs them with Social Security Pro training, so you can answer the question in front of you.

Contract with us How it works
Retirement planning documents
Annuity types covered
4Annuity types covered
Years Joanna spent at the Social Security Administration
9.5Years Joanna spent at the Social Security Administration
Course on Social Security for agents
1Course on Social Security for agents

Fixed and indexed

Principal protection, guaranteed rates and index-linked growth with income riders.

Social Security Pro

Claiming strategies and entitlement rules taught by a former SSA claims specialist.

Succession planning

Build a book that has value when you are ready to step back.

Annuity types Topflight agents place

An annuity turns savings into income a client cannot outlive. The right type depends on when the client needs income and how much risk they can carry.

  • Fixed annuities with a guaranteed rate for a set term
  • Fixed indexed annuities with a zero floor and optional income riders
  • Immediate annuities that start paying within a year
  • Deferred annuities that grow tax-deferred until retirement

How it works

  1. 1

    Get licensed

    Confirm your life license and any annuity training your state requires.

  2. 2

    Contract

    Request annuity carriers through the Care Team.

  3. 3

    Learn

    Complete Social Security Pro and the annuity sessions.

  4. 4

    Review

    Offer retirement income reviews to existing clients.

Questions agents ask

Still unsure? Email support@topflightagent.com and a real person answers.

Do I need a separate license to sell annuities?

Annuities are sold under a life insurance license. Many states also require annuity-specific best interest training before your first sale.

Does Topflight help with annuity training?

Yes. Social Security Pro and Succession Planning courses in Topflight University are built for agents adding retirement products.

Related services

Life & final expense

Contract term, whole life, final expense and IUL carriers through Topflight, with the Life Insurance Master...

Agency building

Recruit and train a downline with Topflight. Published 2027 overrides for 46 carriers by level, co-op...

Topflight University

118+ on-demand webinars, a 3.5-hour New Agent Bootcamp, Monday training and Friday open Q&A. Included for...

Ready to fly higher?

Apply, book a one-on-one call, and let the Care Team start your contracts. Four steps, no contract length.

Contract with us Read the agent FAQ