Your client says, “No thanks.”
Now what?
Client objections are a natural, and often valuable, part of financial planning. A “no” isn’t a rejection, it’s just the beginning of more meaningful dialogue.
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The Peak 65 movement is highlighting the importance of annuities and other protected income. Read on to see how you can help clients’ peace of mind.
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Product R + D
Annuity Reviews & Updates: Finding Opportunities to Review Your Client’s Asset Allocation
As a financial professional, you can play a critical role in helping clients understand how to increase their retirement confidence by including annuities in their retirement income plans. According to a recent …