Opening the Annuity Portfolio

December 1, 2020
Shoes standing in front of directional arrows

By Rich Lane, Vice President of Sales and Marketing. Reprinted with permission from original source Advisor Magazine.

How to Help Your Clients Choose the Right Products for Them

In today’s economic uncertainty, annuities can provide a more stable investment. When beginning an annuity conversation with clients, you should first position their features and benefits, perhaps before even mentioning the product name — to keep the focus on how the product can support their investments needs.

Help Clients Choose >


Sales Director Insights