Reconnecting with your client 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.
Before we get into the new fixed index-linked annuity (FILA) product, let’s cover a brief overview of the index- and securities-linked annuities that preceded the FILA category. The first generation of fixed…
Annuity myths have circulated inside financial (and client) circles for years. From misconceptions about what annuities are or how annuities address client issues, those who explore annuities for retirement planning may have…