Video: "Annuity Suitability Boot Camp, Session 2 of 3"
44 minute webinar, Practical Application to Annuity Suitability:
- Questions: the key to discovering customer's needs
- How data is organized and documented
- The Challenges Presented by LIVE - Client Presentation
- Life Expectancy Questionnaire
- When can an insurance agent replace a mutual fund with an annuity?
- How an Indexed Annuity Provides a Safe Rate of Return - Client Presentation
- Traditional Stretch IRA vs Roth Stretch IRA
- Indexed Annuity product disclosures
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