The oldest Gen Z adult turns 30 next year. The oldest baby boomer turns 81.
And both are probably your clients.
Life insurance conversations look different across generations, and for advisors, that raises the question: How do you talk about protection with clients at completely different financial stages?
Learn how the STYLE framework is one the most effective ways to implement outcome-focused conversations around annuities.
Many clients approach annuities with skepticism. They’ve heard about high fees, complicated contracts, or negative opinions from media and friends. Presenting annuities effectively can truly transform a client’s decision-making process. For financial …