Tailoring Annuities to the Needs and Wants of Your Clients

October 30, 2018
Tailoring Annuities to the Needs and Wants of Your Clients

By Chris Conklin, Vice President of Individual Annuities. Reprinted with permission from Advisor Today.

To serve your clients’ best interests, you need a reliable way to figure out their wants and needs. Follow these three simple steps to understand their financial goals and position the right annuities.

Learn the 3 Steps >

 

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