Powerful New Dyanmic Annuity Strategies You Want to Know (PDF PPT ONLY)
Speakers: Steve Bargeron, Warren Steinborn, CRPC
Year: 2011
Body of Knowledge:
Product,
Annuities
Competence: Sales |
Level: Broad |
Session Rating: 3.86
When properly sold, annuities provide benefits unlike any other product/investment available. They are great products that provide solutions for the needs of both working and retired individuals. The key is to fully understand your clients' current situation, goals, objectives, risk tolerance and expectations. Also, the complexities of the annuity marketplace include true financial strength, renewal rate history, current and guaranteed living/death benefits, fees and annuitization factors. Annuities have developed a negative connotation, due largely to products that have been sold based on certain producers' lack of understanding and/or selfish motives.