SMS' Jon Summers Discusses How to Successfully Position FIAs

  • Originally published March 3, 2016 , last updated November 30, 2016

A recent LifeHealthPro article cited Jon Summers, one of SMS’ annuity marketing consultants, on the importance of asking the right questions to position fixed indexed annuities (FIA). The article discussed a webinar Summers presented to SMS agents and advisors, titled “How to Position Indexed Annuities in Your Practice.”

In the webinar, Summers also addressed positioning strategies and sales concepts to help clients understand the importance of FIAs.

The webinar was part of SMS’ popular 2015 Annuity Webinar Series. Other webinars addressed key words to use in Social Security planning meetings, referrals and secrets of million-dollar producers.