Preparing Clients for Fixed-Annuity Wealth Transfers

Tuesday, May 17, 2016

Walking your clients through the steps Rich Lane, senior director of individual annuity sales and marketing for The Standard, outlines in this article will help ensure their financial legacies make a lasting impact.

Read his Advisor Today article, “Preparing Clients for Fixed-Annuity Wealth Transfers” (accessed May 17, 2016).

 

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