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Bill Kauffman, Director of Life and Annuity products at Senior Market Sales, explains today's re-made private pension model.
What are top advisors doing to grow their business? They focus on building a marketing machine that generates a constant stream of qualified prospects and leads to sales.
Are you among the 96% of advisors whose clients are asking about Social Security, but you don’t really know where to start when it comes to helping them?
Interview with Rocky Lin, Managing Director at Beacon Pointe Wealth Advisors, San Franciso CA who answers questions like "What are you seeing with clients in today's market?"
Are your retirement income conversations truly resonating with prospects?
Did you know 57% of clients now expect Social Security advice from their financial planner?
Don't have access to MyAnnexus.com? Call a Marketer at 1-877-645-4939
Hear from real advisors about how they use Social Security Timing™ to help their clients maximize Social Security and at the same time open the door to annuity sales as part of an overall retirement plan!
Are low rates and a sluggish market hindering your annuity sales?
Are you unsure of how to fill out a product comparison worksheet, or do you find it confusing?
Are you unsure of how to fill out an annuity suitability form, or do you find it confusing?
Are you frustrated with figuring out how to incorporate Social Security planning into your presentation? Are you disappointed after every Social Security presentation, thinking there must be an easier way?
Did you realize that income rider roll-ups can be just a minimum benefit, not the only benefit from an FIA?
In this case study, we show you how an individual can reposition lazy assets, or rainy day funds, to fund their long-term care needs.