How to sell an annuity, from A to Z
January 30, 2015 by Vanessa De La Rosa
As an independent advisor, Steven A. Plewes enjoys the freedom to run his business as he sees fit. Working entirely from home through a cloud-based system, Plewes helps his clients — who span 20 states — reach their financial goals by specializing in wealth management and retirement planning. Careful to use annuities that are tax-efficient and low-cost when he can, Plewes believes that annuity products support his philosophy that one’s portfolio is only as good as the income it can consistently generate.
Click HERE for Q&A with Plewes to pick his brain about marketing and selling annuities.