Video: "Annuity Suitability Boot Camp, Session 1 of 3"

33 minute webinar, Why Annuity Suitability increases sales; Cut your sales time in half:
  • What is a suitable sale?
  • 4 Questions producers should ask themselves if they believe they already make suitable sales.
  • What information must be gathered in the initial interview?
  • What disclosures must be made to the consumer?
  • A system to discover needs, gather information, present, disclose, and document your sale
  • How to cut your annuity sales time in half.
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