How to Increase Annuity Production Without Chasing New Leads
A stronger annuity practice often begins with the relationships you already have. We understand the importance of bringing in new clients and how that will always have a place in …
A Case-Design Framework for Matching Annuity Options to Income, Growth, and Liquidity Needs
Sound annuity case design begins with a clear picture of the client. Before comparing annuity options, start with what your client is trying to accomplish. Their priorities can help narrow …
What Independent Agents Should Look for in an Annuity IMO Partner
A strong annuity IMO partner gives an independent agent knowledgeable support when they need it, from evaluating options to navigating the application process.
How Independent Agents Can Identify Annuity Opportunities in Their Existing Book of Business
For independent agents, growing an annuity business doesn’t always mean finding a completely new group of potential clients. Your best annuity prospects may already be clients.