Video: "Annuity Suitability Boot Camp, Session 3 of 3"
33 minute webinar, Practical Application to Annuity Suitability:
- Insurance carrier annuity suitability review - now you must sell the company too
- Risk tolerance questionnaire
- Building a foundation of safety under the client's assets
- "The Tale of Two Tax Returns" - Client presentation
- $15,000 in annual income tax savings - This is the client's hot button
- Summary
If it does not start automatically, press the play button at the bottom of this page.
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