4 ways to simplify your approach to selling annuities
September 15, 2015 by RICH LANE AND JEFF AFFRONTI
As an advisor, your role is to bring the right products to clients, taking into consideration their current life stage and goals for the future. However, when positioning an annuity, many advisors think recommending the most robust option possible is the best approach for their clients.
More often than not, theseannuity recommendations are coming with numerous bells and whistles in the form of elaborate riders, such as a guaranteed minimum withdrawal benefit (GMWB) rider, to “help” generate an income that, most likely, isn’t needed.
Originally Posted at LifeHealthPro on September 10, 2015 by RICH LANE AND JEFF AFFRONTI.
Categories: Industry Articles