New Year's Sales Strategies: Fact-Finding to Determine Client Objectives

Thursday, January 26, 2017

With all the changes throughout the annuities industry last year, one thing shouldn't change: tailoring recommendations to best serve your clients. See how three fact-finding steps can help. Read the LifeHealthPro article by Chris Conklin, vice president of individual annuities at The Standard, “New Year's Sales Strategies: Fact-Finding to Determine Client Objectives” (accessed Jan. 23, 2017).