Are your clients unsure of annuities? Want to know how to pique their interest in these income-producing products?
The helpful tips below can increase your chances of closing more annuity business with your clients.
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“I HATE ANNUITIES AND YOU SHOULD, TOO!” We’ve all seen the ads. The author, Ken Fishers, has done a terrific job of instilling fear and uncertainty into the minds of retirees and …
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This month’s Compliance Corner blog entry will focus on a topic that regulators are consistently concerned about: replacements of annuity contracts. Replacements, also referred to by some as exchanges or switches, occurs …