Responsive and reliable support can make a meaningful difference in an annuity case. Some cases move through the application process without much back-and-forth, but others need a little more attention. …
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 …
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 …
A strong annuity comparison looks beyond a single rate or headline. A rate may be one of the first things that catches your attention when reviewing fixed annuities or fixed …
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 …
