Ring in the New Year With a Beneficiary Check-In

December 31, 2020
Ring in the New Year With a Beneficiary Check-In

Start the year off by connecting with your clients and offering a beneficiary review. It’s a great time to check in with current or prospective clients to ensure that their beneficiary designations match their wishes. A review can also lead you to new annuity sales opportunities.

Rich Lane
Vice President of Sales and Marketing, Individual Annuities

 

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