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Talk to Your Clients About Fixed Annuities

March is a good time to talk with your clients about the advantages of fixed annuities. Those who have Certificates of Deposits recently received 1099 tax forms for the interest income they earned in 2018. While taxes are top of mind, use our sales idea to help show clients the benefits a fixed annuity can offer.

Rich Lane
Vice President of Sales and Marketing, Individual Annuities

 


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