--- title: Retirement Appointment Training --- [Skip to content](https://support.revenx.com/ra-training#main-content) [![Revenx - Logo - Tapered _VFinalAsset 23@4x](https://support.revenx.com/hs-fs/hubfs/Revenx%20-%20Logo%20-%20Tapered%20_VFinalAsset%2023@4x.png?width=1402&height=447&name=Revenx%20-%20Logo%20-%20Tapered%20_VFinalAsset%2023@4x.png "Revenx - Logo - Tapered _VFinalAsset 23@4x")](http://revenx.com) - [Home](https://support.revenx.com) - [About](https://support.revenx.com/about) - [Blog](https://support.revenx.com/news-updates) - [Careers](https://support.revenx.com/careers) - Pricing - [Marketing Services Pricing](https://support.revenx.com/pricing) - [Retirement Appointment Pricing](https://support.revenx.com/retirement-pricing) - Services - [Retirement Appointments](https://support.revenx.com/revenx-appointments-2) - [Marketing Services](https://support.revenx.com/services) [Purchase Theme](https://support.revenx.com/ra-training#main-content) [Contact Us](https://support.revenx.com/contact?hsLang=en) # Revenx Retirement Appointments Training ![calendar checkbox](https://support.revenx.com/hs-fs/hubfs/calendar%20checkbox.jpg?width=80&height=65&name=calendar%20checkbox.jpg) ### User Friendly Our system syncs with your calendar and only accepts appointments when and where you want them.  ![Interested Prospects](https://support.revenx.com/hubfs/62f158baf17479219158b62c_01_icon_funnel_blue-3.svg) ### Interested Prospects   Exclusive appointments with people who have questions about an area of retirement. You do not pay for cancels or no shows. Reschedules are automatically assigned to you. ![Person icon](https://support.revenx.com/hs-fs/hubfs/Person%20icon.jpg?width=67&height=58&name=Person%20icon.jpg) ### Comprehensive Training Comprehensive training program steps you through so you know exactly what to expect. After the intro you can integrate right into your normal sales process. Write the business wherever you want. # Immediate Results ### Use a program that has a proven track record. This is not your typical lead system. #### Appointments will start when you want them to. You will have an onboarding call to go over the details and get your account configured. This is hands down the best appointment and lead system for insurance agents and financial advisers available anywhere. ## Course Curriculum - [Registration and Setup](https://support.revenx.com/retirement-appointments-training-1-onboarding) - [First Call](https://support.revenx.com/retirement-appointments-training-2-first-call-fact-finding) - [First Call Script](https://support.revenx.com/retirement-appointments-training-2-first-call-fact-finding) - [Fact Finding](https://support.revenx.com/retirement-appointments-training-2-first-call-fact-finding) - [Sample Calls](https://support.revenx.com/retirement-appointments-training-3-sample-calls) - [Sample Call #1](https://support.revenx.com/retirement-appointments-training-3-sample-calls) - [Sample Call #2](https://support.revenx.com/retirement-appointments-training-3-sample-calls) - [Sample Call #3](https://support.revenx.com/retirement-appointments-training-3-sample-calls) - [Sample Call #4](https://support.revenx.com/retirement-appointments-training-3-sample-calls) - [Sample Call #5](https://support.revenx.com/retirement-appointments-training-3-sample-calls) - [Sample Call #6](https://support.revenx.com/retirement-appointments-training-3-sample-calls) - [Additional Training](https://support.revenx.com/retirement-appointments-training-4-additional-training) - [Social Security Windfall Elimination Provision](https://support.revenx.com/retirement-appointments-training-4-additional-training) - [Positioning IUL](https://support.revenx.com/retirement-appointments-training-4-additional-training) - [Advanced Calendar](https://support.revenx.com/retirement-appointments-training-4-additional-training) - [Troubleshooting](https://support.revenx.com/retirement-appointments-training-5-troubleshooting) - [No Answer? No Problem](https://support.revenx.com/retirement-appointments-training-5-troubleshooting) - [Cancels and Reschedules](https://support.revenx.com/retirement-appointments-training-5-troubleshooting) - [Phone Call or Video Conference](https://support.revenx.com/retirement-appointments-training-5-troubleshooting) - [Schedule Conflicts](https://support.revenx.com/retirement-appointments-training-5-troubleshooting) - [Pension Resources](https://support.revenx.com/retirement-appointments-training-6-pension-resources) - [State Pension Info](https://support.revenx.com/retirement-appointments-training-6-pension-resources) - [Pension Types](https://support.revenx.com/retirement-appointments-training-6-pension-resources) - [State Specific Training](https://support.revenx.com/retirement-appointments-training-7-state-specific-pension-training) - [Florida Pension System](https://support.revenx.com/retirement-appointments-training-7-state-specific-pension-training) - [Texas Pension Training](https://support.revenx.com/retirement-appointments-training-7-state-specific-pension-training) - [Ohio Pension Training](https://support.revenx.com/retirement-appointments-training-7-state-specific-pension-training) - [Additional Resources](https://support.revenx.com/retirement-appointments-training-8) - Automatic Booking - Expert Training - Included with Booked Appointments - Always Expanding ## Appointments, delivered   Close AUM, FIA, IUL, LTC, term, and more. Write the business where you want. Call or text 727-998-4956 for answers to your questions. © 2022 Revenx [![Revenx - Logo - Tapered _VFinalAsset 23@4x](https://support.revenx.com/hs-fs/hubfs/Revenx%20-%20Logo%20-%20Tapered%20_VFinalAsset%2023@4x.png?width=235&height=75&name=Revenx%20-%20Logo%20-%20Tapered%20_VFinalAsset%2023@4x.png "Revenx - Logo - Tapered _VFinalAsset 23@4x")](http://revenx.com) [![Visit facebook](https://f.hubspotusercontent10.net/hubfs/8768169/Elements/Theme/icons/social/facebook.svg)](https://www.facebook.com/) [![Visit linkedin](https://f.hubspotusercontent10.net/hubfs/8768169/Elements/Theme/icons/social/linkedin.svg)](http://www.linkedin.com/)