Annuity client questions can give the agent a better understanding of what matters to the client and where they may need more information, providing an opportunity for service and growth.
A strong annuity IMO partner gives an independent agent knowledgeable support when they need it, from evaluating options to navigating the application process.
Clarifying your client’s priorities can make comparing a fixed annuity and a fixed indexed annuity a much more focused process.
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.
Welcome to Hits and Missives. This is the first in what will be a series of blog posts exploring the annuity and insurance plan markets. Our aim is to inform …
