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Identifying Annuity Opportunities
November 24 @ 4:30 pm (EST) - 5:30 pm (EST) EST
Annuities can play a powerful role in retirement planning, income generation, and asset protection, but identifying the right opportunities requires a proactive and informed approach. In this webinar, we’ll explore how to uncover annuity opportunities both with new prospects and within your existing client base.
Learn how to recognize financial situations where annuities may be a strong fit, ask the right questions during client reviews, and position annuity solutions as part of a comprehensive financial strategy.