Reaching Annuity Clients Without Jargon
Annuity Seller Tips! Are you reaching for annuity clients with the industry jargon? The concept of an annuity is based on very human values like planning for retirement and passive income you can rely on, but all too often when it comes to financial matters, people have a terrible time seeing through the jargon and details. Insurance […]
How Good Habits Benefit Annuity Sellers
During a slow month, I’ve sat at my desk and wondered: “How can I meet my monthly bills?” I’ve looked over my appointment book many times, gone through recent contacts and made follow-up calls and emails, and scheduled more networking lunches. Especially in the summers and in the holiday seasons, I have felt frustrated with […]
DOL and Annuities Considerations
The array of financial products is truly enormous and each individual’s financial situation is unique. At the same time, the Department of Labor (DOL) has proposed the so-called Fiduciary Rule that requires financial advisors to only provide financial products to clients when it is in their best interest. The rule was proposed under the Obama […]
Helping Your Clients Compare Annuity Specs So They Will Retire With More
The reality is that people are living longer, and, therefore, there’s more pressure on consumers to invest in ways that will ensure they can live comfortably until the end. As an agent, you have the job of explaining the different options to customers, helping them realize that their retirement plans might have been intended to […]