Reconnecting with your clients is an opportunity to re-invent yourself. Like a New Year’s resolution, you can commit to doing things better. Pick one thing and focus on it until it becomes a habit.
To truly connect with your client, you need to observe. You need to look. And you need to listen.
Updated May 19, 2022, at 3:33 PM What are the performance characteristics of the fixed index-linked annuity, or FILA? Before we get into the product’s appeals, let’s take a step back to…
Updated December 12, 2022, at 12:01 PM Before we get into the next-generation fixed index-linked annuity (FILA) product, let’s cover a brief overview of the index- and securities-linked annuities that preceded the…